Client Service Supervisor

• 4+ years of experience in financial services, client service, or operations
• 1+ year in a leadership or supervisory role
• High school diploma required; college degree preferred Experience in advisor support or wealth management preferred
• Proven ability to lead teams in a client service or operations environment, with a focus on accountability, empathy, and results.
• Strong organizational and time management skills with the ability to manage both individual and team priorities.
• Excellent interpersonal communication skills: clear, composed, and able to inspire confidence and trust.
• Ability to navigate and resolve escalations with professionalism, while coaching others through similar scenarios.
• Strong analytical skills and attention to detail; comfortable interpreting metrics to assess performance and recommend improvements.
• High comfort level with CRM systems (Salesforce), advisor platforms, and custodial tools; able to guide others through complex workflows. Supervisor, Concierge

• SIE, Series 7 Required (or must be obtained within 6 months of hire)
• Series 24 preferred

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.

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.

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Lead with purpose.

Apply now and help shape the future of Kestra.

Disclosure By 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.