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 [email protected].