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

Client Service Supervisor

Kestra Financial

Explore Life at Kestra Kestra Holdings Website: Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. Lead with Purpose. Partner with Impact. The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for advisors and clients. This role balances hands-on problem-solving with people leadership and process improvement, ensuring that service commitments are consistently met with accuracy, empathy, and accountability. You’ll serve as a subject matter expert, coach, and escalation point while driving service consistency, operational efficiency, and team engagement. This is an ideal role for someone with deep service experience, strong communication skills, and a proven ability to lead others through change and complexity. What You’ll Do: Oversee a team of Concierge Associates, setting clear expectations, providing day‑to‑day direction, and coach to ensure high performance and service consistency Monitor, analyze, and report daily workload, call and case volumes, and service level metrics to ensure timely and accurate resolution of client request Supervisor, Concierge Kestra Financial, Inc is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and Kestra Advisory Services, LLCServe as the escalation point for complex, urgent, or sensitive client matters; take ownership through resolutionConduct regular one‑on‑one meetings and formal performance reviews to support development, provide feedback, and address performance concerns in alignment with company expectations Partner with cross‑functional teams—including Operations, Compliance, Technology, and Sales—to remove roadblocks, share feedback, and improve end‑to‑end processes. Analyze trends in service activity to identify opportunities for training, quality improvement, and operational efficiencies Champion operational improvements and process enhancements Apply deep operational expertise to solve issues quickly, identify root causes, and implement sustainable solutions Ensure scheduling, staffing, and resource alignment matches client demand and coverage Lead team meetings and contribute to department meetings to reinforce service standards, share updates, and keep the team aligned on priorities Support hiring, onboarding, and training of new team members; serve as a culture carrier and role model. Maintain compliance with internal policies, procedures, and regulatory requirements, ensuring the team adheres to operational standards Regularly review and update standard operating procedures (SOPs) to reflect current practices, support training, and improve consistency across the team Contribute to strategic initiatives and represent the Concierge team in cross‑functional projects as needed What You Bring: 4+ years of experience in financial services, client service, or operations 1+ year in a leadership or supervisory role High school diploma required; college degree preferred Experience in advisor support or wealth management preferred Proven ability to lead teams in a client service or operations environment, with a focus on accountability, empathy, and results. Strong organizational and time management skills with the ability to manage both individual and team priorities. Excellent interpersonal communication skills: clear, composed, and able to inspire confidence and trust. Ability to navigate and resolve escalations with professionalism, while coaching others through similar scenarios. Strong analytical skills and attention to detail; comfortable interpreting metrics to assess performance and recommend improvements. High comfort level with CRM systems (Salesforce), advisor platforms, and custodial tools; able to guide others through complex workflows. Supervisor, Concierge Licenses: SIE, Series 7 Required (or must be obtained within 6 months of hire) Series 24 preferred Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide) 401(k), health insurance, and a competitive benefits package Work in a supportive, collaborative environment committed to professional excellence Help clients navigate meaningful financial decisions with confidence Opportunities for training, development, and long‑term growth within the firm Tuition reimbursement for qualified expenses Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team. Explore Life at Kestra Kestra Holdings Website: Careers Portal: LinkedIn: Disclosure You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Supervisor in Tempe, AZ vacancy
  •  ...hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized...  .... Lead with Purpose. Partner with Impact. Client Service Supervisor - Concierge The Client Service Supervisor in Concierge is a... 
    Suggested

    Kestra PWS

    Tempe, AZ
    1 day ago
  • $27.93 - $46.55 per hour

     ...you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Client Experience...  ...cycles. Consulting and providing "white glove" tailored service to Commonwealth Advisors. Processing and correcting any... 
    Suggested
    Work from home

    LPL Financial

    Tempe, AZ
    1 day ago
  • $27.93 - $46.55 per hour

     ...you need at LPL Financial to shape your success while helping clients pursue their financial goals. The Client Experience Manager...  ...payout cycles. Consulting and providing “white glove” tailored service to Commonwealth Advisors. Processing and correcting any... 
    Suggested
    Work from home

    LPL Financial

    Tempe, AZ
    22 hours ago
  •  ...support a portfolio of approximately 60 consultants delivering services in IT, PMO, Production, and Supply Chain. This is an excellent...  ...aerospace manufacturing operations. RESPONSIBILITIES: # Client Management & Relationship, Financial & Contract Management... 
    Suggested
    Contract work

    QuantumWork Advisory

    Tempe, AZ
    22 hours ago
  •  ...Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external relationships to provide our clients with best in class service. Help be the reason our client stay with Chase! As... 
    Suggested
    Work experience placement
    Work at office

    JPMorgan Chase Bank, N.A.

    Tempe, AZ
    4 days ago
  • $54.6k - $76.65k

     ...Customer Engagement Supervisor (Inside Sales) Our Commitment to You At Consumer Cellular, recruiting is human. Every application is...  ...customer engagement sales member's demeanor, accuracy of product/service representation, and ability to match the customer to... 
    Hourly pay
    16 hours
    Full time
    Flexible hours
    Shift work
    Weekend work

    Consumer Cellular

    Tempe, AZ
    2 days ago
  •  ...Client Success Manager Required Skills & Experience- Customer service focused with a relationship-driven mindset ~ Comfortable discussing mechanical equipment and able to pick up technical concepts quickly ~ Experience using CRM platforms (e.g., HubSpot, Salesforce... 
    Contract work

    Insight Global

    Tempe, AZ
    2 days ago
  •  ...things, learn new skills and discover what you excel atall from Day One. Job duties: Maximizing client retention and expanding U.S. Bank's product development and services. Monitor client asset levels and propose fee structure amendments. Conduct monthly client... 
    Temporary work
    Work at office
    3 days per week

    U.S. Bancorp

    Tempe, AZ
    1 day ago
  •  ...Job Description The Client Success Manager (CSM) is responsible for managing the day-to-day relationship and service delivery for assigned clients, ensuring high levels of satisfaction, retention, and contract performance. The CSM partners closely with operations,... 
    Contract work

    Insight Global

    Tempe, AZ
    3 days ago
  •  ..., user-friendly solutions, we empower automotive brands to maximize online sales. Our commitment to technology, top-notch customer service, and a profound understanding of the automotive market sets us apart. If you're ready to revolutionize the eCommerce space for automotive... 
    Full time

    RevolutionParts

    Tempe, AZ
    2 days ago
  • $68k - $102k

     ...Client Partner We're hiring a Client Partner to drive growth through strategic customer relationships and consultative selling. The...  ...management within a high-performing, fast-paced Client Services environment. What will you do? Client Relationship & Strategy... 
    Full time
    Contract work
    Temporary work
    Work at office

    Schneider Electric

    Tempe, AZ
    2 days ago
  • $64.68k - $75k

     ...an informed thought partner to customers in all issues related to implementation rollout, ensuring successful adoption of company services and products. Analyze customer engagement data to identify implementation strengths and areas of need. Conduct regular customer... 
    Remote job
    Full time
    Temporary work
    Work at office
    Local area
    Work from home
    Flexible hours
    Night shift

    Imagine Learning

    Tempe, AZ
    4 days ago
  •  ...Client Relationship Manager Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and...  ...serves as the primary relationship manager for a portfolio of servicing clients and strategic partners within the manufactured housing... 
    Currently hiring
    Remote work
    Work from home
    Flexible hours

    Zippy

    Tempe, AZ
    1 day ago
  • $55k - $65k

     ...quotes and pricing requests, following documented workflows. Monitors partner requests and resolves issues promptly to maintain service-level agreements (SLAs). Other duties as assigned Reporting Relationships: ~ Reports to Manager, Partner Success Requirements... 
    Work experience placement
    Work at office
    Remote work

    ScanSource

    Tempe, AZ
    3 days ago
  •  ...values quality, professionalism, and environmental stewardship as a Client Relations Manager. In this role, you are responsible for...  ...relationships while coordinating closely with internal teams to ensure service excellence. You will serve as the primary point of contact for... 

    Air Comfort Corporation

    Chandler, AZ
    1 day ago
  •  ...Requisition Number: Federal Client ExecutiveLocation: This is a remote opportunity. Ideal preference is in the DC market.Insight at...  ...channel and leadership experience selling technology solutions and services within the Federal marketplace.Proficient with revenue demand... 
    Local area
    Immediate start
    Remote work

    Insight Enterprises, Inc.

    Chandler, AZ
    4 days ago
  • $18.15 per hour

     ...Ensures all crew members are Wowing the Customer through personal contact with customers. Trains the crew on the B.E.S.T. customer service experience; ensuring that each guest has a fast, friendly check out experience. Responsible for leading their assigned store to... 
    Hourly pay
    Local area
    Flexible hours
    Night shift
    Weekend work
    Afternoon shift

    Five Below

    Mesa, AZ
    5 days ago
  •  ...engagement with prospective and existing shipper customers. Partner with marketing and sales leadership to support lead generation, client-specific outreach strategies, and promotional campaigns that drive customer engagement. Evaluate market trends, customer needs,... 
    Temporary work
    Work at office
    Local area
    Home office
    Shift work

    RunBuggy

    Tempe, AZ
    1 day ago
  •  ...the overall performance, strategy, and execution of customer service and call center operations while leading a team of Senior Managers...  ...leadership organization including Senior Managers, Managers, Supervisors, and frontline teams. Set clear expectations and... 
    Weekly pay
    Temporary work
    Work at office
    Flexible hours

    EcoShieldPest

    Chandler, AZ
    1 day ago
  •  ...close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're... 
    Temporary work
    Work experience placement
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Tempe, AZ
    22 hours ago
  •  ...digital sales channels, adhering to the established sales cycle and processes.Continuously build knowledge of Clarivate products and services to effectively position our solutions.Actively engage in webinars and online demos, sharing insights on customers, products, and... 
    Full time
    Work at office
    Remote work
    Flexible hours
    2 days per week
    3 days per week

    Innovative, From Clarivate

    Tempe, AZ
    3 days ago
  •  ...On-Site OT703: SOZ, Urban Service AZ 2120 E 6th Street, Suite 13, Tempe, AZ, 85288 USA Full time 20168714 Date Posted:...  ...concern resolution along with Operations, including Service PM and Supervisor Use Otis' sales tools to effectively track opportunities,... 
    Full time
    Live in
    Local area
    Worldwide

    Otis Elevator CO

    Tempe, AZ
    3 days ago
  •  ...Full Time/Exempt (Base + Commission) Department: Ticket Sales & Service Reports to: Director, Premium Sales Location: Arizona Cardinals...  ...following: This position will be focused on prospecting new clients, setting appointments, executing sales presentations in both... 
    Full time
    H1b
    Work at office
    Work visa
    Flexible hours
    Weekend work
    Afternoon shift

    AEG Presents

    Tempe, AZ
    1 day ago
  • $150k

    About Ketch: Ketch is redefining responsible data use for the AI era. The Ketch Data Permissioning Platform is the new layer of business technology that helps brands collect, control, and activate permissioned, privacy-safe data across every device, system, and third-party...
    Full time
    Remote work

    GrabJobs

    Tempe, AZ
    2 days ago
  •  ...multitasking, talking on the phone, and collaborating with colleagues and clients all across the United States. In this role, you will play a key...  ...that students receive the best possible special education services by matching talented professionals with the right opportunities... 
    Flexible hours

    ProCare Therapy

    Tempe, AZ
    2 days ago
  • $46k - $48k

     ...businesses navigate the global marketplace. Today, we have grown to be an industry leader organization by helping clients globalize their business no matter what service they might need. TransPerfect provides a full array of language and business support services, including... 
    Internship
    Local area

    TransPerfect

    Tempe, AZ
    1 day ago
  •  ...dedicated to being a great place to work. In addition to competitive compensation packages, our employees enjoy a range of programs, services and benefits that bring the best to their personal lives. Start YOUR career with DHL today... We have an immediate career... 
    Immediate start

    DHL

    Tempe, AZ
    4 days ago
  • $80k

     ...THE COMPANY Our client is a profitable, high-growth technology company transforming the way businesses manage travel. Their AI-powered platform simplifies booking, reduces costs, and creates a better travel experience for employees. With thousands of customers nationwide... 

    SalesFirst Recruiting

    Tempe, AZ
    22 hours ago
  •  ...Service Account Manager Business Development & Sales Tempe, AZ Full-Time/Regular We are seeking a dynamic and customer-focused Service Account Manager to join our team. The ideal candidate will develop and maintain positive relationships within assigned customer... 
    Full time
    Work at office
    Immediate start
    Flexible hours

    Southland Industries

    Tempe, AZ
    3 days ago
  • $90.45k

     ...employees are passionate about providing best in class customer service through efficiency, accountability, and a sense of urgency all...  ...of our business by building relationships with new and existing clients, selling our advanced document solutions within an assigned... 
    Full time
    Contract work
    For contractors
    Work at office
    Local area
    Flexible hours

    KYOCERA Document Solutions Inc

    Tempe, AZ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Supervisor. Be the first to apply!