About this role
Client Service Director at Kestra. Location: Tempe, Arizona, United States. Role: managing escalations, building partnerships, advocating for clients Requirements: 8+ years in client service/operations, 5+ years leadership, 3+ years broker-dealer experience, strong brokerage/advisory knowledge, CRM/financial platforms familiarity, Series 7 required, SIE, Series 24 preferred. Category: Customer Service Seniority: Senior Level Tools: CRM, Financial platforms, Workflow tools Certifications: sie, series 7 Commitment: Full Time Workplace: Onsite Languages: English