Head of Advisor Client Experience & Service
Kestra Financial, Inc.
Kestra Financial, Inc. is seeking a Director of Client Service to lead the client-facing Service contact center, overseeing Advisors, their teams, and end-investors. The role ensures timely, knowledgeable service, escalations, and quality while driving advisor satisfaction and retention across the Kestra platform. This leadership position focuses on scaling operations, implementing workforce management, and developing leaders through coaching and succession planning in a fast-growing environment. #J-18808-Ljbffr Kestra Financial, Inc.
$62.3k - $103.9k
...technology and deep customerexpertise. Known for its commitment to service and purpose-driven culture, the Company reported2025 revenue... ..., on factors such as geographic work location and relevant experience and skills. The anticipated compensation range described above...SuggestedFull timeLocal areaRemote work$80k - $120k
...Comfort Advisor Come and join an amazing team we have had a long-standing presence in the Valley and its commitment to service excellence. We are adding another skilled and dependable Comfort... ...sales and/or customer service experience. Consultative sales experience is...SuggestedLocal areaFlexible hoursAfternoon shift- ...Consumer Direct Home Lending Advisor Join our collaborative team... ...solutions, you'll educate clients on home lending products, answer... ...to closing. By balancing service and sales, you'll build strong... ...delivering a seamless, customer-first experience. Supported by a dynamic team,...SuggestedWork at officeImmediate startMonday to Friday
- ...manager. You will manage customer relationships virtually, guiding clients in using banking services while adhering to compliance standards. The ideal candidate will have at least 2 years of experience in banking or financial services, demonstrating a client-first attitude...SuggestedRemote job
- ...individuals with 1-3 years of professional experience. Candidate(s) will be required to work 3 days a week in office/client site as per our Pledge to Flex return to office... ...)- Knowledge of e-commerce, sales, customer service, and marketing processes. SAP Business...SuggestedPermanent employmentFull timeWork experience placementWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours3 days per week
- ...resilient businesses. As a trusted advisor, you will be instrumental in... ...seamless and positive experiences. Your insights will be crucial... ...improvement initiatives across our services. How you will spend your time... ...solutions platform to their clients, empowering them to offer...Work at officeLocal areaRemote workWork from homeWorldwideFlexible hours
$66.64k - $78.4k
...One.Job DescriptionU.S. Bank Global Fund Services is seeking a future team member for the... ...In this role, you’ll be a key partner to clients and a go-to resource for our Global Fund... ...work experienceThree to five years of experience in securities operations, accounting, trade...Full timeWork at officeLocal areaMonday to Friday3 days per week- ...in innovative wealth management, asset servicing, asset management and banking services,... ...we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world...Full timeH1bWork at officeWorldwideFlexible hours
- ...team that loves building smart systems and simple, intuitive experiences. If you’re someone who gets excited about early‑stage energy,... ...scheduled, performing to standard, and properly integrated into each client workflow. Manage MA scheduling across accounts: coverage...Full time
- ...:Senior Director of Customer Experience and Operations - Association... ...organization that delivers exceptional client experience, scalable process... ...set the strategy with the heads of Sales and Product, lead... ...that deliver products and services to 45,000 community associations...Full time
- Kestra Financial in Tempe, AZ is seeking a Client Service Director to serve as the senior point... ...for a defined group of financial advisors, handling escalations and advocating for... ...functional initiatives, improve advisor experience, and ensure service continuity while driving...
- ...DescriptionADP is hiring a Principal Client Success Executive for Lyric... ...the end-to-end client experience in order to achieve a long term... ...!To learn more about Client Services at ADP, watch here: YOU'LL DO... ...Focus:The CSE is a trusted advisor who builds and strengthens client...Contract work
- The Westin Tempe is seeking a Guest Service Manager to lead our valet and front office team, ensuring every guest feels welcomed from... ...across nights, weekends, and holidays. Join our team and contribute to memorable guest experiences. #J-18808-Ljbffr Socket.devNight shiftWeekend work
- A leading financial services firm is seeking a Client Service Director in Tempe, Arizona. This role involves managing client... ...a high level of service to financial advisors. Candidates must have over 8 years of experience in client service and strong leadership traits...
- 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...
- ...team. We are committed to providing top-tier emergency medical services with unmatched speed and efficiency, saving lives when every... ...School Diploma or equivalentEMS and/or air medical communications experience preferred. Experience in public relations, customer service,...Local areaRelocation packageLong distance
$119.77k - $140.9k
...- Bachelor's degree, or equivalent work experience - Typically more than eight years of applicable... ...applicable laws, regulations, financial services, and regulatory trends that impact their... .... - Considerable understanding of the Client Service Center's operations, products/...Full timeTemporary workWork experience placementWork at officeLocal area3 days per week$80k - $140k
The Strategic Account Services (SAS) organization is seeking a Health... ...for this role should possess client management skills with the... ...an advocate for their Sellers experience on the Amazon Store. If you are... ...your Sellers; be a trusted advisor and a business advocate.• Deliver...Temporary workFlexible hours- Thesciongroupllc is looking for a dedicated Customer Experience Manager in Tempe, Arizona to enhance customer service and support revenue goals across communities. The role involves managing staff, planning events, and ensuring quality property administration. Successful...
- ...Client Service Supervisor in Concierge Kestra Holdings offers industry-leading wealth management... ...scale, efficiency, and support. Our advisor-focused culture is built on innovation... ...ensuring the delivery of exceptional experience for advisors and clients. This role balances...
- ...team of Concierge Associates in delivering high standards of client service. You will set clear expectations, coach for performance, and... ...accurate responses to client requests. The role requires leadership experience in financial services, strong communication, and the ability...
- ...ensure high performance and service consistenc yMonitor, analyze,... ...timely and accurate resolution of client reques tSupervisor, Concierge... ...What You Bring :4+ years of experience in financial services, client... ...preferred Experience in advisor support or wealth management...
- ...We are seeking an experienced Client Service Professional to join our leadership team as Client Service Supervisor! We are looking for personable... ...-paced environment. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both...Full timeMonday to FridayFlexible hoursShift work
- ...has the ability of managing and providing exceptional customer service to multiple accounts, each with upwards of $1M+ in sales... ...account metrics (e.g. sales results and forecasts). Education And Experience BA/BS degree in Business Administration, Sales, Project Management...Work experience placementWork at officeMonday to Friday
- ...Client Services Coordinator Trident Consulting is seeking a Client Services Coordinator for one of our clients in Tempe AZ a global leader... ...: Tempe AZ Pay: $30/hr on w2 Schedule: M-F 8am-5pm Required experience: SAP (order entry and materials management) and supply chain...Permanent employmentTemporary work
- All Ways Caring HomeCare is seeking a visionary Customer Service Manager to elevate client experiences and team performance in a home-care setting. You will oversee service quality, supervise caregivers, and optimize scheduling while maintaining strong relationships with...Daily paid
$92.82k - $109.2k
...relationships with small-to-midsized business clients and prospects. This role helps design... ...Skills/ExperienceFive or more years of experience in financial sales, sales enablement,... ...by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week- ...PHI Health is looking for dynamic, driven individuals to join our team. We are committed to providing top-tier emergency medical services with unmatched speed and efficiency, saving lives when every second counts. By supporting our mission from the ground, you will play...Local areaImmediate start
$94.01k - $110.6k
...From transaction processing to customer service, to driving innovation and launching new... ...onboarding, implementation, and go-live delivery experience for enterprise, gateway, integrated, and... ...management, customer operations, client services, or related disciplines-...Full timeContract workWork experience placementLocal area3 days per week$50k - $61k
...company recognized for delivering high standards of innovation and service. As an organization designed to change the lives of some of the... ...process of beginning their studies with UAT. The Admissions Advisor will be responsible for a high-volume of interactions and...Temporary workSummer workCasual workVisa sponsorshipMonday to FridayFlexible hours
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