Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals. The Client Service Director is a senior individual contributor role responsible for delivering exceptional service experience to a defined group of financial advisors.
Requirements
- 8+ years of experience in client service, operations, or relationship management, preferably within financial services
- 5+ years of experience in a leadership or client-facing strategic role, with cross-functional collaboration
- 3+ years of broker-dealer experience
- Strong understanding of brokerage, advisory, or investment products and services
- Experience supporting or working closely with financial advisors is highly preferred
Benefits
- 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