Director of Client Services

Our client is seeking a Director of Client Services to lead and develop a high-performing client service team within a growing financial services organization. This leadership role is responsible for overseeing servicing operations, driving process improvements, ensuring service excellence, and fostering a culture of accountability and continuous development. Apply now!

Work Model:

• On-Site

What You Will Do:

• Lead, coach, and develop the Client Servicing Team to deliver exceptional client experiences
• Oversee daily servicing operations, workflows, and quality control to ensure accuracy, efficiency, and compliance
• Monitor team performance, conduct regular coaching sessions, and support employee growth and development
• Manage escalated client issues and provide hands-on support for complex service situations
• Develop and improve processes, SOPs, and systems to enhance operational effectiveness
• Partner with leadership and cross-functional teams to support business growth and strategic initiatives
• Assist with hiring, onboarding, training, and retention of team members

What You Will Need to Be Successful:

• Financial services industry experience required
• Retirement planning industry experience preferred
• Proven leadership, coaching, and team development skills
• Strong knowledge of client service operations and workflow management
• Excellent communication, relationship-building, and problem-solving abilities
• High attention to detail with strong organizational and decision-making skills
• Ability to manage multiple priorities in a fast-paced environment

Benefits Overview:

• Health, dental, and vision insurance
• Life and long-term disability insurance
• 401K
• PTO

Interested and qualified candidates can contact Kyle Broshar at (515) 225-7000 or email kbroshar@thepalmergroup.com.