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- Tasks: Lead a dynamic team to optimise client servicing and ensure client success.
- Company: Join a forward-thinking company committed to diversity and inclusion.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact by enhancing client relationships and driving operational excellence.
- Qualifications: 7+ years in finance or related fields, with strong leadership and communication skills.
- Other info: We value diverse backgrounds and encourage all to apply!
The predicted salary is between 36000 - 60000 £ per year.
Job Summary: Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals. They collaborate with cross-functional internal teams to identify areas for process optimization, implement best practices, and drive operational excellence within the Client Servicing division. They lead from the front by building and maintaining strong relationships with clients, playing a critical role in daily client success.
Responsibilities:
- Monitors the teams’ delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required.
- Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations.
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.
- 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:
- 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.
Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we’re looking for.
Client Servicing Team Lead employer: Clearwater Analytics, Ltd
Contact Detail:
Clearwater Analytics, Ltd 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. A friendly chat can lead to insider info about job openings and even referrals, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by practising common questions related to client servicing and team leadership. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of specific examples where you've optimised processes or improved team performance. This will demonstrate your ability to drive operational excellence, which is key for the Client Servicing Team Lead role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are genuinely interested in joining our diverse and inclusive team.
We think you need these skills to ace Client Servicing Team Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Client Servicing Team Lead role. Highlight your leadership experience and any relevant achievements in client servicing or team management.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this role. Share specific examples of how you've driven operational excellence and built strong client relationships in your previous roles.
Showcase Your Communication Skills: Since communication is key for this position, ensure your written application is clear, concise, and free of errors. This is your chance to demonstrate your attention to detail and strong documentation skills.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Clearwater Analytics, Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of the insurance and investment management markets. Being able to discuss relevant concepts confidently will show that you're not just a fit for the role, but that you’re genuinely interested in the industry.
✨Showcase Your Leadership Skills
Prepare examples from your past experiences where you've successfully led a team or managed client relationships. Highlight how you’ve driven operational excellence and improved processes, as this is key for the Client Servicing Team Lead position.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Whether it’s in a one-on-one setting or a larger group, being able to communicate effectively is crucial. Consider doing mock interviews with friends to refine your delivery.
✨Demonstrate Problem-Solving Abilities
Think of specific challenges you've faced in previous roles and how you overcame them. Be ready to discuss these scenarios during the interview, as showcasing your problem-solving skills will be essential for this role.
