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- Tasks: Lead a team to optimise client servicing and ensure top-notch delivery.
- Company: Dynamic finance company focused on innovation and client success.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Why this job: Make a real impact by enhancing client relationships and driving operational excellence.
- Qualifications: 7+ years in finance with strong leadership and communication skills.
- Other info: Join a diverse team that values unique perspectives and encourages applications from all backgrounds.
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 team's 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 in Edinburgh 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 in Edinburgh
✨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 hunt for a Client Servicing Team Lead role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client servicing and team management. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your problem-solving skills! During interviews, share specific examples of how you've tackled challenges in previous roles. This will demonstrate your ability to lead a team effectively and drive operational excellence.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our diverse and inclusive workplace.
We think you need these skills to ace Client Servicing Team Lead in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in client servicing and team leadership. We want to see how your skills align with the role, so don’t hold back on showcasing your achievements!
Showcase Your Communication Skills: Since this role requires outstanding verbal and written communication, include examples of how you've effectively communicated with clients or led teams. We love seeing clear, concise, and confident communication in your application!
Highlight Your Problem-Solving Abilities: We’re looking for someone who can tackle challenges head-on. Share specific instances where you’ve solved problems or optimised processes in your previous roles. This will help us see your critical thinking in action!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
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 people manager, but also someone who understands the industry.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you allocated work, ensured quality delivery, or provided training. This will help demonstrate your ability to lead from the front.
✨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 key. Consider doing mock interviews with friends to refine your delivery.
✨Highlight Problem-Solving Abilities
Be ready to discuss challenges you've faced in previous roles and how you overcame them. This will showcase your exceptional problem-solving skills and your ability to drive operational excellence within a team.
