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Client Service Director Jobs (NOW HIRING)

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.

Kestra Holdings

Client Service Director

Austin, TX · On-site

The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.

Gallagher

Client Service Director

Batavia, NY

Overview We're looking for a Client Service Director to lead a team that delivers exceptional service and drives operational success. In this role, you'll oversee Commercial client service operations ...

New

CVS Health

Meritain Client Service Director

Atlanta, GA · On-site

$68K - $158K/yr

The Client Service Director is a leadership role managing a team and we have a preference for qualified candidates in the Southeast region of the US** The Client Service Director leads and manages an ...

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$38.5K

$90.9K

$163K

How much do client service director jobs pay per year?

As of Jul 31, 2026, the average yearly pay for client service director in the United States is $90,947.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $109,500.00 per year, depending on experience, location, and employer.

What is a Client Service Director?

A Client Service Director is a senior professional responsible for overseeing the relationship between a company and its clients. They ensure that clients receive high-quality service, address any issues or concerns, and work to understand client needs to deliver tailored solutions. Client Service Directors often lead teams, develop service strategies, and collaborate with other departments to ensure client satisfaction and retention. Their role is critical in building long-term relationships and driving business growth.

What are the key skills and qualifications needed to thrive as a Client Service Director, and why are they important?

To thrive as a Client Service Director, you need strong leadership, strategic account management experience, and a background in business or communications, often supported by a bachelor’s degree or higher. Familiarity with CRM platforms, project management tools, and data analytics systems is typically required. Exceptional interpersonal skills, problem-solving abilities, and the capacity to manage client relationships effectively are crucial soft skills. These skills ensure the delivery of excellent client experiences, drive team performance, and support business growth through sustained client satisfaction.

How does a Client Service Director typically collaborate with internal teams to ensure client satisfaction?

A Client Service Director plays a pivotal role in bridging the gap between clients and internal teams such as sales, marketing, and operations. They regularly facilitate meetings to communicate client expectations, oversee project timelines, and resolve any issues that may arise. By fostering strong cross-departmental relationships, they ensure that deliverables align with client goals and service standards. This collaborative approach not only enhances client satisfaction but also supports the company's long-term growth and reputation.
What cities are hiring for Client Service Director jobs? Cities with the most Client Service Director job openings:
What are the most commonly searched types of Client Service jobs? The most popular types of Client Service jobs are:
Who are the top companies hiring for Client Service Director jobs? The top employers for Client Service Director jobs are:
What states have the most Client Service Director jobs? States with the most job openings for Client Service Director jobs include:
Client Service Director jobs near you
Infographic showing various Client Service Director job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $90,947 per year, or $43.7 per hour.

Client Service Director

Kestra Holdings

Tempe, AZ • On-site

Full-time

Medical, Retirement

Re-posted 14 days ago

Job description

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals-including traditional and hybrid RIAs-to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
Lead with Purpose. Partner with Impact.
The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.
This role blends relationship management, operational expertise and follow-through, and cross-functional coordination. You'll be the key point of contact for complex service matters, owning requests from start to finish and advocating for your advisors across internal teams. While this is not a people leader role, it requires strong leadership traits: initiative, accountability, and the ability to influence outcomes across teams.
What You'll Do:
  • Act as a point of contact for all service-related matters for your assigned advisor segment Develop a deep understanding of each firm's structure, service preferences, and long-term goals
  • Own and manage escalations from intake to resolution, coordinating with internal teams to deliver timely, effective outcomes
  • Build strong partnerships with Business Development, Relationship Management, and internal teams to align on our client's operational strategies and support growth and retention
  • Serve as the client's internal advocate, ensuring their voice is represented in decisions and escalations are resolved with care and urgency
  • Respond promptly to client concerns and inquiries, ensuring the highest levels of satisfaction and retention
  • Proactively flag at-risk relationships and lead cross-functional efforts to address service gaps and retain client confidence
  • Analyze advisor feedback, service metrics, and operational data to identify themes and areas for improvement.
  • Lead or contribute to cross-functional initiatives aimed at improving advisor experience, increasing efficiency, or reducing service risk.
  • Collaborate with peers and leadership to define best practices and implement scalable service enhancements.
  • Support enterprise projects, platform updates, or new initiatives with a client lens, ensuring service continuity and change readiness.
  • Bring thoughtful structure and strategy to ambiguous problems; assess root causes and propose high-impact solutions.
  • Partner with other service directors to maintain consistency and share best practices across the client experience.

What You Bring:
  • 8+ years of experience in client service, operations, or relationship management, preferably within financial services
  • 5+ years of experience in a leadership or client-facing strategic role, with cross-functional collaboration
  • 3+ years of broker-dealer experience
  • Strong understanding of brokerage, advisory, or investment products and services
  • Experience supporting or working closely with financial advisors is highly preferred
  • Familiarity with CRM systems, workflow tools, and financial platforms is a plus
  • Proven ability to handle escalations and/or complex client requests
  • Ability to build rapport and trust in a fast-paced, professional environment
  • Strong process orientation with an eye towards scalability and efficiency
  • A proactive, solution-oriented mindset focused on delivering value to clients
  • Problem solving and decision making skills with attention to process and risk

Certificates, Licenses, Registrations:
  • SIE
  • Series 7 License Required.
  • Series 24 Preferred

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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