Concierge Client Service Lead
kestra financialTempe, AZ
Concierge Client Service Lead
kestra financialTempe, AZ
16 days ago
Occupations
First-Line Supervisors of Personal Service WorkersPersonal Service Managers, All OtherFirst-Line Supervisors of Office and Administrative Support WorkersIndustries
All Other Personal ServicesPortfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesAbout the role
Kestra is seeking a Client Service Supervisor in Concierge to lead a team of Concierge Associates, drive service excellence, and ensure accurate, empathetic client handling. The role balances hands-on problem solving with people leadership and process improvement.
You will coach staff, monitor workloads, and collaborate with Operations, Compliance, Technology, and Sales to remove roadblocks. The ideal candidate brings 4+ years in financial services or operations, 1+ year in supervision, and
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JOB OVERVIEW
Experience level
Mid
Location
Tempe, AZ
Occupation
First-Line Supervisors of Personal Service Workers
Industry
All Other Personal Services
Posted
16 days ago
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