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Director of Client Services

Job in Des Moines, Polk County, Iowa, 50319, USA
Listing for: Palmer Companies, Inc.
Full Time position
Listed on 2026-09-21
Job specializations:
  • Management
    Operations Management, Client Relationship Management, Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

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.

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
  • $70,000 - $100,000 per year
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