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Client Service Jobs in Phoenix, AZ (NOW HIRING)

Kestra Holdings

Director, Client Service

Tempe, AZ · On-site

The Director, Client Service leads the client-facing Service contact center. Client's are defined as Advisors, their teams, and end-investors. This role is responsible for delivering timely ...

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.

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.

Kestra Holdings

Client Service Supervisor

Tempe, AZ · On-site

The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for ...

kestra

Client Service Supervisor

Tempe, AZ · On-site

The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for ...

kestra

Client Service Supervisor

Tempe, AZ · On-site

The Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for ...

Squaremouth

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

Client Service Associate/Analyst The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will ...

Alera Group

Client Service Coordinator

Chandler, AZ · Hybrid

$21 - $24/hr

OVERVIEW Client Service Coordinator About Alera Group Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a ...

Synergy HomeCare

Client Service Coordinator

Chandler, AZ · On-site

$50K - $56K/yr

Client Service Coordinator Synergy HomeCare $50000.00 - $56000.00 per year Job Type: Full Time Minimum Years of Experience: 1 year Minimum Level of Education: Associate At SYNERGY HomeCare we create ...

Guidepoint

Client Service Coordinator

Phoenix, AZ · On-site

$50K/yr

The Client Service team is the backbone of Guidepoint's success. The team is responsible for efficiently delivering Guidepoint's services to our clients around the world. We work to understand each ...

Guidepoint

Client Service Coordinator

Phoenix, AZ · On-site

$50K/yr

The Client Service team is the backbone of Guidepoint's success. The team is responsible for efficiently delivering Guidepoint's services to our clients around the world. We work to understand each ...

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How much do client service jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for client service in Phoenix, AZ is $18.66, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $20.77 per hour, depending on experience, location, and employer.

What is a client service?

Client service jobs focus on assisting customers or clients by addressing their needs, answering questions, solving problems, and ensuring satisfaction with a company’s products or services. These roles can be found in various industries, such as finance, retail, hospitality, and technology. Client service professionals often communicate directly with clients through phone, email, chat, or in person and must have strong communication and problem-solving skills. Their goal is to build positive relationships and help retain clients for the business.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service professional, you need strong communication skills, problem-solving abilities, and a customer-focused mindset, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and basic office software is typically required. Exceptional interpersonal skills, patience, and the ability to remain calm under pressure help you build trust and resolve client concerns effectively. These skills are crucial for ensuring client satisfaction, fostering loyalty, and maintaining a positive company reputation.

How does a client service professional typically collaborate with other departments to address client needs?

Client Service professionals often act as the primary point of contact for clients, but they regularly collaborate with teams like Sales, Account Management, and Technical Support to resolve client inquiries efficiently. This cross-functional teamwork ensures that client issues are addressed holistically and with the right expertise. Clear communication skills and the ability to coordinate between departments are crucial for success in this role. Regular meetings and shared client updates are common practices to maintain alignment and deliver a seamless client experience.

What are the most commonly searched types of Client Service jobs in Phoenix, AZ?

The most popular types of Client Service jobs in Phoenix, AZ are:

What cities near Phoenix, AZ are hiring for Client Service jobs?

Cities near Phoenix, AZ with the most Client Service job openings:

Client Service jobs near you
Infographic showing various Client Service job openings in Phoenix, AZ as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $38,820 per year, or $18.7 per hour.

Director, Client Service

Tempe, AZ • On-site

Kestra Holdings
Finance and Insurance • 1 - 5K employees
Learn more about Kestra Holdingsexternal

Full-time

Medical, Retirement

Re-posted 4 days ago

Job description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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.
Kestra Holdings is a leading wealth management platform that empowers independent financial professionals to grow their businesses and serve their clients effectively. Our company fosters a collaborative, entrepreneurial culture while providing the resources and scale of a larger enterprise.
The Director, Client Service leads the client-facing Service contact center. Client's are defined as Advisors, their teams, and end-investors. This role is responsible for delivering timely, knowledgeable, and high-quality service to advisors and their teams across the Kestra platform. This role directly leads Contact Center Leaders and is accountable for daily service execution, advisor experience, SLA performance, case and call handling discipline, escalation management, quality, and team development.
This leader plays a critical role in helping the organization scale in a continuous growth environment by improving operational structure, establishing performance metrics, supporting the implementation of workforce management capabilities, and leading teams through change. The role emphasizes service consistency, operational accountability, advisor satisfaction & retention, risk awareness, and disciplined execution across the Service organization.
What You'll Do:
  • A Leader of leaders for Kestra's contact center responsible for "client" (advisors, their teams and investors) facing service and support.
  • Own daily contact center performance, including service levels, quality, productivity, and client experience.
  • Engages with team in escalations for complex client issues and service recovery situations.
  • Build relationship with Advisors, and their firms, to drive a culture of service, build confidence in Kestra Service, and remain in-tune with team's delivery experience.
  • Establish service standards, operational metrics, and performance expectations.
  • Support workforce management initiatives, including forecasting, staffing, and scheduling capabilities.
  • Analyze service trends and client feedback to drive operational improvements.
  • Partner with internal teams to ensure seamless advisor support and issue resolution.
  • Responsible for developing great leaders through coaching, performance management, and succession planning.
  • Maintain operating procedures, quality standards, and regulatory compliance.
  • Lead service enhancements that improve scalability, efficiency, and advisor satisfaction.
  • Partners with CX team to ensure service center employee learning and development meets the needs of our team and clients.

What You Bring:
  • Strong wealth management leadership experience in contact center & client service.
  • Proven ability to lead leaders and improve operational performance.
  • Knowledge of service levels, workforce planning, quality, and performance metrics.
  • Ability to lead through growth, change, and evolving business needs.
  • Strong communication and relationship-building skills.
  • Experience coaching leaders and developing high-performing teams.
  • Strong analytical and problem-solving abilities.
  • Sound judgment and ability to manage risk and escalations.
  • Collaborative leadership style with a focus on accountability.
  • Commitment to service excellence and an advisor-first culture.

Supervisory Responsibilities
  • Directly supervises Contact Center Supervisors responsible for associates. Responsible for coaching, performance management, workload prioritization, leadership development, employee engagement, quality execution, and operational accountability across the Service organization.

Education and/or Experience
  • Bachelor's degree required, preferably in business, finance, operations, or a related field.
  • 5+ years of team leadership experience in wealth management required.
  • Minimum of 7+ years of experience in client service, contact center operations, financial services, wealth management, or advisor-facing support roles.
  • Experience in broker-dealer, RIA, wealth management, or financial services required.

Certificates, Licenses, Registration
  • FINRA Series 7 and 24 required.

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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