Concierge Client Service Lead
Concierge Client Service Lead
kestra financialTempe, AZ
16 days ago
First-Line Supervisors of Personal Service WorkersPersonal Service Managers, All OtherFirst-Line Supervisors of Office and Administrative Support Workers
All Other Personal ServicesPortfolio Management and Investment AdviceAdministrative Management and General Management Consulting Services
Apply for this 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
Also on the board Same function, level within a rung
Level
Mid
Location
Tempe, AZ
Occupation
First-Line Supervisors of Personal Service Workers
Industry
All Other Personal Services
Posted
16 days ago