Client Service Director - PHX

Posted Thursday, August 7, 2025 at 6 : 00 AM

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 Director

Location : Austin, TX or Phoenix, AZ (On-site)

Department : Client Service

Reports to : Head of Client Service

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 looking for a Client Service Director to join our high-performing operational Client Service team, focused on delivering an exceptional experience across every client touchpoint. This is a senior-level individual contributor role responsible for managing a portfolio of advisor relationships. This role requires strong operational knowledge, proactive communication, and the ability to lead without authority.

What You’ll Do Relationship Management

• You’ll act as a service partner and advocate, coordinating across teams to resolve complex issues, anticipating needs, and ensuring nothing falls through the cracks.
• Develop a deep understanding of each firm’s structure, service preferences, and long-term goals
• Own and manage escalations from intake to resolution, coordinating with internal teams to deliver timely, effective outcomes
• Build strong partnerships with Business Development, Relationship Management, and internal teams to align on our client’s operational strategies and support growth and retention
• Serve as the client's internal advocate, ensuring their voice is represented in decisions and escalations are resolved with care and urgency
• Respond promptly to client concerns and inquiries, ensuring the highest levels of satisfaction and retention
• Proactively flag at-risk relationships and lead cross-functional efforts to address service gaps and retain client confidence

Operational Partnership & Service Leadership

Service Strategy and Continuous Improvement

What You Bring

Why Join Us?

Explore Life at Kestra

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

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

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 :

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 :

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. #J-18808-Ljbffr