Client Servicing Team Lead
Core
Leading and managing a team of client servicing professionals to maximize employee engagement, ensure quality delivery, and drive operational excellence within the Client Servicing division.
Role type
Senior people manager (Client Servicing Team Lead)
Builds
Client servicing operations, repeatable and scalable processes, and differentiated client offerings
Domain
Finance / Investment Management / Insurance
Deliverable
client delivery
Required skills
Team leadership and coaching, Performance management, Process optimization, Data analysis and metrics tracking, Client relationship management, Strategic planning, Hiring and succession planning, Financial market knowledge (insurance/investment), Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA), Problem-solving
Preferred skills
Fixed income investment knowledge, Experience in FinTech industry
Technologies
Salesforce, Workday, Power BI
Responsibilities
Monitor team delivery and allocate work, Conduct performance reviews and facilitate career growth, Design and track success metrics (NPS, CSAT, SLA, etc.), Lead client relationship reviews and act as escalation point, Collaborate with product teams to improve offerings and tooling, Ensure seamless onboarding of new clients
Seniority
Senior, hands-on IC with people management focus