Client Servicing Team Lead: Onboarding & Operations

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

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.