Destava

Client Service Lead

Clearstead Advisors LLC is hiring for Client Service Lead in Norfolk, VA. Manager level. First seen October 14, 2026; open as of November 6, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Clearstead Advisors LLC
Where
Norfolk, VA
Level
Manager
First seen
October 14, 2026
Listed via
Paylocity

What the posting says

This role ensures continuity of service, peer guidance, and strong day-to-day execution and continuity of service. ROLES & RESPONSIBILITIES • Act as a point of escalation and guidance for Client Service Associates, providing coaching, peer mentorship, and real-time problem solving. • Reinforce best practices, service standards, and compliance requirements across the team. • Support onboarding and training of new team members, ensuring readiness to manage client needs effectively. • Foster collaboration, accountability, and a client-first mindset within the team. • Oversee client servicing…

Read more and apply on Clearstead Advisors LLC's site

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