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For Companies At a Glance
- Tasks: Lead a dynamic team to enhance client servicing and drive continuous improvement.
- Company: Join a forward-thinking company that values teamwork and innovation.
- Benefits: Enjoy competitive pay, career growth opportunities, and a supportive work culture.
- Why this job: Make a real impact by shaping client experiences and leading a passionate team.
- Qualifications: 7+ years in finance or related fields, with strong leadership and communication skills.
- Other info: Be part of a vibrant environment that encourages personal and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members and contribute to strategic planning, hiring decisions, team structure, and succession planning.
Responsibilities
- Monitors the teams’ delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required.
- Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifies and facilitates learning and career growth opportunities for the team.
- Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM, SLA delivery, Retention, ESS, Gross Margin, Client Churn, Automation improvements, and employee attrition.
- Leads SteerCos and client relationship reviews, whilst also acting as a confident, knowledgeable, and patient escalation point for any client issues.
- Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes.
- Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations.
- Make use of tooling to monitor and drive team performance (Salesforce, Workday, Power BI, etc.).
Required Skills
- Familiarity with insurance and/or investment management market concepts a plus.
- Ability to communicate information clearly, concisely, and confidently in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences.
- Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA, etc.).
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
Education and Experience
- Bachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.
- 7+ years of directly applicable experience (reconciliation, accounting, or finance).
- 2+ years demonstrated success in a people manager role.
- Experience delivering measurable KPIs weekly and monthly in prior roles.
- Experience working in the finance or FinTech industry, with a knowledge of investment accounting or investment operations preferred.
Client Servicing Team Lead employer: Clearwater Analytics (CWAN)
Contact Detail:
Clearwater Analytics (CWAN) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Team Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance or FinTech industry and let them know you're on the lookout for a Client Servicing Team Lead role. You never know who might have the inside scoop on an opening!
✨Tip Number 2
Prepare for those interviews by brushing up on your communication skills. Practice explaining complex concepts clearly and confidently, just like you would when dealing with clients. Remember, they want to see how you handle pressure and client interactions!
✨Tip Number 3
Showcase your leadership style! Be ready to discuss how you've empowered your team in past roles. Share specific examples of how you've driven engagement and accountability—this is key for a Team Lead position.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are proactive about their job search. Plus, it gives us a chance to see your application in the best light possible!
We think you need these skills to ace Client Servicing Team Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Servicing Team Lead. Highlight your experience in managing teams, delivering client services, and any relevant metrics you've achieved. We want to see how you can lead from the front!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for client servicing and how your skills align with our values of teamwork and continuous improvement. Let us know why you're the perfect fit for our team!
Showcase Your Communication Skills: Since this role requires outstanding verbal and written communication, make sure your application reflects that. Keep your language clear and concise, and don’t forget to proofread for any sneaky typos!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Clearwater Analytics (CWAN)
✨Know Your Metrics
Familiarise yourself with key performance indicators like NPS, CSAT, and SLA delivery. Be ready to discuss how you've used these metrics in past roles to drive team performance and client satisfaction.
✨Showcase Your Leadership Style
Prepare examples that highlight your leadership approach. Discuss how you empower your team, facilitate their growth, and handle performance reviews. This will demonstrate your capability to lead from the front.
✨Communicate Clearly
Practice articulating your thoughts clearly and confidently. Whether it's in a one-on-one or a larger group setting, being able to convey information effectively is crucial for this role.
✨Be Ready for Problem-Solving Scenarios
Think of specific challenges you've faced in previous roles and how you resolved them. This will showcase your exceptional problem-solving abilities and your readiness to tackle client issues head-on.
