Head of Client Services / Relationship Management / Customer Success – Banking
Head of Client Services / Relationship Management / Customer Success – Banking

Head of Client Services / Relationship Management / Customer Success – Banking

Full-Time 80000 - 100000 £ / year (est.) No home office possible
Scot Lewis Associates

At a Glance

  • Tasks: Lead a dynamic team to enhance client engagement and support in the FinTech sector.
  • Company: Global FinTech leader based in London with a hybrid working model.
  • Benefits: Competitive salary, bonuses, and benefits with flexible working arrangements.
  • Why this job: Make a real impact in client success while driving innovation in financial services.
  • Qualifications: Experience in client-facing roles within banking or FinTech, strong leadership skills.
  • Other info: Opportunity for career growth in a collaborative and client-focused environment.

The predicted salary is between 80000 - 100000 £ per year.

My global FinTech client, based in London, is looking for a permanent Head of Customer Success / Head of Client Support. Hybrid working, 3 days in the London office, paying £80,000 - £100,000 + bonus + benefits.

We are looking for a Head of Customer Success to lead and grow a team of Client and Business Support Analysts, overseeing client engagement, onboarding, and ongoing support for transaction data services. This role combines strong leadership with operational ownership, ensuring high-quality service delivery while driving process improvements and fostering a collaborative, client-focused culture.

The ideal candidate is a clear communicator with strong analytical and problem-solving skills, confident working with clients and senior stakeholders, and able to bring structure and discipline while remaining hands-on when needed. This role would suit someone who has worked in a Bank / FinTech / Financial Services within the following roles:

  • Head of Customer Success
  • Head of Customer Relationships
  • Head of Client Success
  • Head of Client Relationships
  • Head of Client Services
  • Head of Customer Services
  • Head of Relationship Management

Key skills:

  • Proven experience leading client-facing support teams
  • Strong knowledge of financial markets and data-driven/technical products
  • Experience with ticketing systems (e.g. Zendesk, Salesforce, JIRA, ServiceDesk)
  • High technical proficiency with data platforms and tools
  • Excellent communication and stakeholder management skills
  • Strong analytical and problem-solving abilities

Responsibilities:

  • Lead and develop a London-based team of Client and Business Support Analysts

Head of Client Services / Relationship Management / Customer Success – Banking employer: Scot Lewis Associates

Our global FinTech company, located in the heart of London, offers an exceptional work environment that prioritises employee growth and collaboration. With a hybrid working model, competitive salary, and a strong focus on client success, we empower our team to thrive in a dynamic industry while enjoying a supportive culture that values innovation and excellence. Join us to lead a talented team and make a meaningful impact in the financial services sector.
Scot Lewis Associates

Contact Detail:

Scot Lewis Associates Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Head of Client Services / Relationship Management / Customer Success – Banking

Tip Number 1

Network like a pro! Reach out to your connections in the banking and FinTech sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!

Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their client success strategies and think about how your experience aligns with their needs. We want you to shine, so practice common interview questions and have your own ready to ask!

Tip Number 3

Showcase your leadership skills! When discussing your past roles, highlight specific examples where you led teams or improved processes. Use metrics to demonstrate your impact – numbers speak volumes in the financial world!

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 proactive and engaged with our platform. Let’s get you that dream job!

We think you need these skills to ace Head of Client Services / Relationship Management / Customer Success – Banking

Leadership
Client Engagement
Onboarding
Operational Ownership
Process Improvement
Analytical Skills
Problem-Solving Skills
Communication Skills
Stakeholder Management
Knowledge of Financial Markets
Experience with Ticketing Systems
Technical Proficiency with Data Platforms
Team Development
Client-Focused Culture

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in client services and any leadership roles you've held, especially in banking or FinTech. We want to see how your skills align with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about customer success and how you can lead our team. Be sure to mention specific achievements that demonstrate your problem-solving skills and ability to engage clients.

Showcase Your Technical Skills: Since this role involves working with data-driven products, make sure to highlight your technical proficiency. Mention any experience with ticketing systems like Zendesk or Salesforce, as well as your familiarity with data platforms. We love seeing those skills in action!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates. Plus, it shows you're keen on joining our team at StudySmarter!

How to prepare for a job interview at Scot Lewis Associates

Know Your Stuff

Make sure you brush up on your knowledge of financial markets and data-driven products. Familiarise yourself with the specific services the company offers, as well as any recent developments in the FinTech space. This will show that you're not just interested in the role but also invested in the industry.

Showcase Your Leadership Skills

Prepare examples from your past experiences where you've successfully led a team or improved client engagement. Think about how you can demonstrate your ability to foster a collaborative culture and drive process improvements. Be ready to discuss your leadership style and how it aligns with the company's values.

Master the Tech

Since this role involves working with ticketing systems like Zendesk or Salesforce, make sure you're comfortable discussing your experience with these tools. If you’ve used any data platforms or tools, be prepared to explain how you leveraged them to enhance client support and service delivery.

Communicate Clearly

As a Head of Client Services, strong communication is key. Practice articulating your thoughts clearly and concisely. Prepare for questions about how you manage stakeholder relationships and resolve conflicts. Remember, it's not just about what you say, but how you say it!

Head of Client Services / Relationship Management / Customer Success – Banking
Scot Lewis Associates

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