Concierge Client Service Lead

kestra financialTempe, AZ16 days ago

Occupations

First-Line Supervisors of Personal Service Workers Personal Service Managers, All Other First-Line Supervisors of Office and Administrative Support Workers

Industries

All Other Personal Services Portfolio Management and Investment Advice Administrative Management and General Management Consulting Services

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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Level

MidL4

Location

Tempe, AZ

Occupation

First-Line Supervisors of Personal Service Workers

Industry

All Other Personal Services

Posted

16 days ago

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