About this role
Client Service Director at Kestra. Location: Tempe, Arizona, United States. Role: Coordinate escalations, Manage client service, Collaborate cross-functionally Requirements: 8+ years in client service/operations, 5+ years leadership in client-facing role, 3+ years broker-dealer experience, strong advisory/product knowledge, CRM/tools experience, proven escalation handling. Category: Business Operations Seniority: Mid Level Tools: CRM systems, workflow tools, financial platforms Certifications: sie, series 7, series 24 () Commitment: Full Time Workplace: Onsite Languages: English