Client Servicing Team Lead
Core
Leading a team of client servicing professionals to maximize employee engagement, drive operational excellence, and support JUMP ULF (Unit Linked Fund) Insurance clients with asset management platform knowledge and investment reporting solutions.
Role type
Senior IC people manager (client servicing team lead)
Builds
Scalable client servicing operations, repeatable processes, and differentiated client offerings
Domain
Insurance / Unit Linked Funds / Asset Management / Front-back office operations
Deliverable
client delivery
Required skills
People management, strategic planning, hiring and succession planning, process optimization, stakeholder management, data analysis, client relationship management, performance metrics tracking
Preferred skills
Insurance and investment management market concepts, product management collaboration, sales support
Technologies
Salesforce, Workday, Power BI, Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA), Microsoft Office
Responsibilities
Monitor team delivery, allocate work, ensure quality, and provide training; conduct 1-on-1s and performance reviews; design and track quantitative/qualitative success metrics; lead client relationship reviews and act as escalation point; collaborate on product strategies and process improvements; onboard new clients into steady-state operations
Seniority
Senior, hands-on IC with people management focus