Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Service Director - Financial Advisors

Kestra Holdings

A premier financial services firm in Tempe seeks a Client Service Director to deliver exceptional service to financial advisors. This pivotal role requires over 8 years of client service experience and the ability to manage escalations effectively. The ideal candidate will exhibit strong relationship management and operational skills, with extensive knowledge of brokerage and advisory services. Benefits include competitive pay, supportive environment, and opportunities for growth. Apply now to be part of their mission of empowering financial independence. #J-18808-Ljbffr Kestra Holdings

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Service Director - Financial Advisors in Tempe, AZ vacancy
  • A leading financial services firm is seeking a Client Service Director in Tempe, Arizona. This role involves managing client interactions and ensuring a high level of service to financial advisors. Candidates must have over 8 years of experience in client service and strong... 
    Senior

    Kestra PWS

    Tempe, AZ
    23 hours ago
  • Edward Jones is seeking an Experienced Advisor Recruiter to enhance our recruitment of top financial advisors. You will create and implement recruiting strategies...  ...sourcing and interviewing within the financial services industry. Strong networking and proactive engagement... 
    Senior

    Edward Jones

    Tempe, AZ
    1 day ago
  • Embrace a leadership role as a Client Service Senior Manager within our Commercial and Investment Bank, where you'll drive innovation and transformation...  ...childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total... 
    Senior

    Koitecc Solutions

    Tempe, AZ
    23 hours ago
  • Job Description Lead a team or teams of Client Service professionals who advise our moderate...  ...stay with Chase! As a Client Service Senior Manager within the Commercial Bank you...  ...About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial... 
    Senior
    Work experience placement
    Work at office

    JPMorganChase

    Tempe, AZ
    23 hours ago
  •  ...Consultation specialist. You will partner with branch teams to deliver personalized wealth management services, focusing on tailored investment advice to meet clients' financial goals. The role requires a bachelor's degree, FINRA Series 7 and 66, and 5 years of financial... 
    Senior

    Edward Jones

    Tempe, AZ
    1 day ago
  • Global Payments Inc. is looking for a Partner Relationship Manager in Tempe, Arizona. This role involves acting as the day-to-day operational contact and owning relationships for assigned partners, ensuring timely communication and problem resolution. The ideal candidate...
    Senior
    Work from home
    Monday to Friday

    Global Payments Inc.

    Tempe, AZ
    1 day ago
  •  ...Senior AI And Emerging Tech Engagement Manager This job posting is anticipated...  ...remain open for 30 days. Join a financial services firm where your contributions are...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're... 
    Senior
    Temporary work
    Flexible hours

    Edward Jones

    Tempe, AZ
    2 days ago
  • A major banking and financial services firm is seeking a Client Service Account Manager to support a portfolio of large corporate clients. In this role, you will advise clients on Treasury Services while ensuring compliance with risk policies. The ideal candidate will have... 
    Senior

    JPMorgan Chase & Co.

    Tempe, AZ
    4 days ago
  • JPMorganChase is looking for an Underwriter III in Auto Finance based in Tempe, Arizona. In this hybrid role, you will review credit applications, assist with daily operations, and ensure compliance with policies while aiming to enhance business relationships and profitability...
    Senior

    JPMorganChase

    Tempe, AZ
    23 hours ago
  • Koitecc Solutions is seeking a Client Service Senior Manager in Tempe, Arizona, to lead and innovate within our Commercial and Investment Bank. The successful candidate will manage a team and enhance client experience through data analysis and strategic initiatives. This... 
    Senior

    Koitecc Solutions

    Tempe, AZ
    23 hours ago
  • A leading financial services provider in Tempe, AZ, is seeking a Relationship Manager IV to oversee commercial lending for middle-market businesses...  ...and financial analysis. Responsibilities include developing client strategies, managing portfolios, and providing guidance to... 
    Senior

    BOK Financial Corporation

    Tempe, AZ
    3 days ago
  • $87k - $114k

     ...supports tax planning and projects. You will report into the Senior Director, Tax. Work Location —This position is based in our Tempe, AZ...  ...and timely adherence to tax compliance calendar. Prepare financial data, analysis and modeling to support tax projects. Prepare... 
    Senior
    Full time
    Work at office
    Local area
    Flexible hours

    Oscar Health Insurance

    Tempe, AZ
    3 days ago
  •  ...relationships with partners. The role involves providing timely communication, troubleshooting issues, and promoting products and services. The ideal candidate should have at least 3 years of industry experience, excellent communication skills, and proficiency in Microsoft... 
    Senior
    Work at office
    Work from home
    Monday to Friday

    Global Payments

    Tempe, AZ
    3 days ago
  • Circle K is seeking a US Corporate Income Tax Manager in Tempe, Arizona. This senior-level role involves preparing and supporting U.S. income tax provisions and compliance deliverables, especially for multi-state C-corporations. The ideal candidate will have 4-7+ years... 
    Senior

    Circle K

    Tempe, AZ
    1 day ago
  • Piper Companies is hiring a Senior OneStream Manager - FP&A Systems for a medical device company located in San Jose, CA. The Senior...  ...Help and lead a OneStream System implementation Ensure accurate financial reporting and forecasting Collaborate with finance and IT... 
    Senior
    Live in
    Relocation package

    Piper Companies

    Tempe, AZ
    3 days ago
  • A financial services company in Tempe, Arizona is seeking an experienced professional to handle monthly fund closing summaries and financial...  ...preparing financial statements and working closely with clients and external auditors. The position offers a competitive salary... 
    Senior

    Northern Trust

    Tempe, AZ
    23 hours ago
  • $175k - $240k

     ...Senior Sales Manager, Account Executives At Engine, we're transforming business travel into something personalized, rewarding, and...  ...challenges that impact team productivity, both internally and with clients. Cross Functional Collaboration: Work closely with the sales... 
    Senior
    Remote work

    engine

    Tempe, AZ
    4 days ago
  • $150k - $200k

     ...seeking a Sr. FP&A Manager with expertise in OneStream. The candidate will lead the OneStream system implementation for accurate financial reporting and forecasting. You should have over 8 years of FP&A experience in a public company, preferably with a background in financial... 
    Senior
    Relocation package

    Piper Companies

    Tempe, AZ
    1 day ago
  • A leading home health provider in Tempe, AZ is seeking an experienced Accounts Receivable & Billing Manager to oversee billing operations and lead the accounts receivable team. The ideal candidate will have a strong background in medical billing practices, payer relationships...
    Senior

    Total Care Connections

    Tempe, AZ
    3 days ago
  • Tax Senior / Tax Manager Full-Time | In-Office | Tempe, AZ The Opportunity...  ...-performing environment. Our client values curiosity, initiative,...  ...professionally. Analyze financial data to identify meaningful...  ...and deliver exceptional service. Prepare and present tax-related... 
    Senior
    Full time
    Work at office

    TEEMA Solutions Group

    Tempe, AZ
    2 days ago
  •  ...in the world. For over 20 years, Iridium’s unique network and services have supported critical communications for individuals,...  ...and professional growth. Position Summary We’re looking for a Senior Financial Planning Manager to join the dynamic Financial Planning and Analysis... 
    Senior
    Remote work
    3 days per week

    Iridium

    Tempe, AZ
    4 days ago
  • $100k

    Achieve Company in Tempe, Arizona, is hiring a Sr. Financial Inside Sales Consultant. This role offers hybrid work options and an uncapped commission structure, allowing high-energy closers to earn $100k+. Candidates should have over 3 years of inside sales experience and... 
    Senior
    Remote job

    Achieve Company

    Tempe, AZ
    1 day ago
  • Circle K Stores Inc. is seeking a US Corporate Income Tax Manager in Tempe, AZ. This senior role is responsible for preparing complex income tax provision and compliance deliverables while collaborating with cross-functional teams. The ideal candidate has 4-7+ years of... 
    Senior
    Full time

    Circle K Stores Inc.

    Tempe, AZ
    2 days ago
  •  ...Tax Advisor Position Job Responsibilities: Provide guidance on...  ...investments and transactions Lead client engagements, and develop and...  ...staff Work closely with senior management in mentoring,...  ...and trustworthiness and client-service skills Computer proficiency... 
    Senior

    Southwest Accounting Resources, Inc.

    Tempe, AZ
    13 hours ago
  • If you enjoy servicing a portfolio of financial clients, this could be the role for you! As a Client Service Account Manager within the Client Service team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively... 
    Senior
    Flexible hours

    JPMorgan Chase & Co.

    Tempe, AZ
    4 days ago
  • Align Technology, Inc. in Tempe, Arizona is hiring a Senior Financial Analyst for the Corporate FP&A team. The role involves supporting global revenue forecasting, conducting financial analyses, and collaborating with cross-functional teams to enhance financial decision... 
    Senior

    Align Technology, Inc.

    Tempe, AZ
    1 day ago
  • American Vision Partners in Tempe, AZ, is seeking a Senior Financial Analyst (FP&A) to support regional operations and enhance financial processes. The ideal candidate will assist in budget execution, monthly analyses, and provide insights on KPIs impacting profitability... 
    Senior

    American Vision Partners

    Tempe, AZ
    2 days ago
  • A leading medical technology company in Tempe, Arizona is seeking a Senior Financial Analyst to support global revenue forecasting and performance management. This role involves conducting detailed financial analysis, preparing consolidated financial reports, and collaborating... 
    Senior

    Align Technology

    Tempe, AZ
    1 day ago
  • $101.7k

     ...you to shape the future of client service. Everything we do is focused...  ...people achieve and protect their financial goals. You'll have access to...  ...? If you answered yes, this Senior Client Insight Manager role...  ...and 20,000 financial advisors across the U.S. and Canada,... 
    Senior
    Full time
    Temporary work
    Work at office
    Immediate start
    Work from home
    Home office
    Flexible hours
    3 days per week
    Early shift

    Edward Jones

    Tempe, AZ
    2 days ago
  • A financial services firm in Tempe is seeking an experienced accounting professional to prepare financial reports and manage reconciliations. Responsibilities include month-end closings, journal entries, and financial reporting. The ideal candidate has 5+ years in accounting... 
    Senior
    Immediate start

    The French Agency

    Tempe, AZ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Service Director - Financial Advisors. Be the first to apply!