Client Service Supervisor - PHX

ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.


Client Service Supervisor

Location: Phoenix, AZ (On-site)

Department: Client Services

Reports to: Head of Client Services

Job Type: Full-Time | Exempt

Lead with Purpose. Serve with Impact.

At Kestra Financial, we don’t just support financial advisors—we help them thrive. Our service model is human-led, tech-enabled, and purpose-driven, empowering advisors to deliver exceptional outcomes for their clients. If you’re a leader who shows up to serve, inspires high performance, and thrives in a fast-paced, client-first environment, we want to meet you.

We’re hiring a Client Service Supervisor to lead our Concierge team—a group known for turning service into partnership. This is a hands-on leadership role for someone who can coach, problem-solve, and drive operational excellence while building a culture of accountability and empathy.

What You’ll Do

• Lead and coach a team of Concierge Associates, setting clear expectations and ensuring consistent, high-quality service delivery.
• Monitor daily workload, call and case volumes, and service level metrics to ensure timely and accurate resolution of client requests.
• Serve as the escalation point for complex or sensitive client matters, taking ownership through resolution.
• Conduct regular one-on-ones and performance reviews to support development and address performance concerns.
• Partner cross-functionally with Operations, Compliance, Technology, and Sales to remove roadblocks and improve processes.
• Analyze service trends and recommend training, quality, or process improvements.
• Ensure team scheduling and staffing align with client demand and service standards.
• Support hiring, onboarding, and training of new team members.
• Maintain compliance with internal policies and regulatory requirements.

What You Bring

• 4+ years of experience in client service within financial services, or similar industry
• 1+ year in a leadership or supervisory role
• Experience in advisor support or wealth management preferred
• Proven ability to coach, develop, and inspire high-performing teams
• Strong analytical, organizational, and communication skills
• High comfort level with CRM systems (Salesforce), advisor platforms, and custodial tools
• SIE and Series 7 required (or obtained within 6 months); Series 24 preferred


Why Join Us?

Leadership Impact: Shape the client experience and mentor the next generation of service professionals.

Team Culture: Join a collaborative, high-performing team that values ownership, empathy, and results.

Career Growth: This M1 role is a strong platform for advancement within Client Service, Operations, or Advisor Support.

Explore Life at Kestra

Kestra Financial Website: https://www.kestrafinancial.com/

About Us: https://www.kestrafinancial.com/about-us

Work at Kestra: https://www.kestrafinancial.com/about-us/work-at-kestra-financial

Kestra Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

Kestra on YouTube: https://www.youtube.com/@kestrafinancial

Kestra on LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of advisor service at Kestra.


INTERNAL APPLICANT 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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
• 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