Client Servicing Team Lead

Clearwater Analytics, Ltd; City of Edinburgh; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Edinburgh is seeking a Client Servicing Team Lead to manage a team of professionals focused on optimizing client success. The role involves monitoring team delivery to clients, ensuring quality, and leading onboarding processes. Candidates should have over 7 years of relevant experience and at least 2 years in a management role, preferably in the finance or FinTech industry. Essential skills include excellent communication, organizational abilities, and proficiency in Microsoft Office.

Qualifications

• 7+ years of experience in reconciliation, accounting, or finance.
• 2+ years in a management position with measurable KPIs.
• Preferred experience in investment accounting or operations.

Responsibilities

• Lead and manage the client servicing team to ensure quality delivery.
• Monitor team delivery and allocate work accordingly.
• Facilitate smooth transition for newly onboarded clients.

Skills

Familiarity with insurance and/or investment management market concepts

Ability to communicate information clearly

Strong computer skills including Microsoft Office

Excellent attention to detail

Strong organizational and interpersonal skills

Exceptional problem-solving abilities

Education

7+ years of directly applicable experience

2+ years of demonstrated success in a people manager role

Experience in finance or FinTech industry

Job description

**Job Summary:** ient Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on 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 color 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.