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
- 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
- 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
- ...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
$95.5k - $153k
...Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial... ...stay with Chase! As a Client Service Senior Manager within the Commercial Bank you... .... JPMorganChase, one of the oldest financial institutions, offers innovative financial...SeniorWork experience placementWork at office- ADP is looking for a Senior Client Success Manager in Tempe, Arizona, to build long-term relationships with global enterprise clients. This role involves managing the client lifecycle, ensuring alignment with business goals, and delivering measurable outcomes. The ideal...Senior
- 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
- ...experienced compliance professional to join their Field Supervision-Senior Client Protection Team in Tempe, AZ. The role involves monitoring... ...package, including medical, dental, retirement plans, and paid time off for community service. #J-18808-Ljbffr Edward JonesSenior
- Fairygodboss in Tempe, Arizona is seeking a Client Human Resources Business Partner III. In this role, you will be a trusted advisor to clients, leveraging your HR expertise... ...innovative solutions, you'll contribute to ADP's service reputation and client satisfaction while...Senior
- NACBA, located in Tempe, Arizona, is seeking an experienced accounting professional to lead the financial management of its diverse affordable housing portfolio. This role involves overseeing multimillion dollar funding sources that support various community initiatives...Senior
$159.8k - $332.3k
...Senior Client Delivery Manager - US West Region At SAP, we keep it simple: you bring your best... ...teams to deliver remote and on‑site services that meet each client’s needs and complexity... ...and performance. They act as a trusted advisor, growing the business by supporting...SeniorContract workRemote work- 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
- 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
$130k - $160k
...- $160,000.00/yr Family Office Financial Services Firm is Seeking a Senior Tax Manager to Join Their Growing... ...Manager to its growing team. With clients ranging from multi-state pass-through... ...Coordinate with internal advisors on integrated wealth strategies across...SeniorWork at officeLocal areaRemote work3 days per week$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...SeniorFull timeWork at officeLocal areaFlexible hours- 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
$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...SeniorRelocation package- PowerToFly is looking for a Financial Planning Director in Tempe, AZ, who will partner with Financial Advisors to create personalized financial plans for high-net-worth clients. This role involves providing advanced planning strategies and serving as a planning expert....Senior
- Align Technology, Inc. is seeking a Senior Manager for External Reporting & Technical Accounting in Tempe, AZ. This role involves preparing SEC filings and ensuring compliance with U.S. GAAP and SEC regulations. The ideal candidate will have extensive experience in finance...Senior
- 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
$220k - $250k
...more. Our combined heritage is rooted in financial empowerment and cyber safety for the... ...to be part of Gen. About the Role: The Senior Director of FP&A, Customer Acquisition is a senior... ...: Serve as a strategic advisor to the Customer Acquisition teams on business...SeniorWork at officeFlexible hours3 days per week- Branded Bills is seeking an Accounts Receivable Manager to oversee the complete A/R process, ensuring timely invoicing, collections, and cash application. The ideal candidate will manage a growing team while driving process improvements in a fast-paced environment. The ...Senior
- 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...SeniorFull timeWork at office
- Southwest Accounting Resources, Inc. seeks an experienced Director of External Reporting & Technical Accounting to lead SEC reporting... .... As a leader, you will oversee the preparation and filing of financial reports and drive process improvements. #J-18808-Ljbffr Southwest...Senior
$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...SeniorRemote job$220k - $250k
Gen Digital Inc. is seeking a Senior Director of FP&A for Customer Acquisition based in Tempe, AZ. This senior leadership role will shape financial strategy and manage a global team to optimize customer growth through effective financial planning and analytics. The ideal...Senior- 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...SeniorFlexible hours
- 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
$74.1k - $150.3k
...Software, an ADP company, is hiring a Senior Client Success Manager . This role is responsible... ...clients, serving as a trusted advisor and advocate, and leading the full client... ...collaborating across Sales, Support, Product, and Services teams. Responsibilities Own the...SeniorTemporary workWork at officeFlexible hours3 days per week- 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
- ...teamwork, providing exceptional experiences, continuous improvement, financial strength, and hard work. We are committed to providing best-in-... ..., rewarding and recognizing our employees! Overview As the Senior Financial Analyst (FP&A) , you will assist the FP&A Manager in...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Director - Financial Advisors. Be the first to apply!
- client manager Tempe, AZ
- client services coordinator Tempe, AZ
- client services supervisor Tempe, AZ
- client relationship manager Tempe, AZ
- client experience manager Tempe, AZ
- senior client services manager Tempe, AZ
- senior engagement manager Tempe, AZ
- engagement director Tempe, AZ
- client executive Tempe, AZ
- engagement manager Tempe, AZ

