3 часа назад
Client Servicing Team Lead (FinTech)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Servicing Team Lead (FinTech): Leading a client servicing team supporting insurance clients with an accent on client success, operational excellence, and measurable service performance. Focus on coaching managers, optimizing workflows, tracking KPIs, resolving escalations, and improving asset management platform solutions in collaboration with product and development teams.
Location: Office - Paris
Company
Provides a front-to-back-office asset management platform supporting insurance clients with performance and investment reporting solutions.
What you will do
- Lead the client servicing team, allocate work, monitor delivery quality, and provide training and knowledge management.
- Conduct regular 1-on-1s and biannual performance reviews while supporting learning, career growth, hiring, team structure, and succession planning.
- Design and track quantitative and qualitative metrics covering NPS, CSAT, SLA delivery, retention, churn, automation improvements, margins, and employee attrition.
- Lead Steering Committees and client relationship reviews, acting as an escalation point for client issues.
- Partner with product management, development, and sales teams to improve the client offering, tooling, and scalable processes.
- Ensure newly onboarded clients transition smoothly into steady-state servicing operations using tools such as Salesforce, Workday, and Power BI.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field.
- 7+ years of directly applicable experience in market finance, insurance, or front-to-back-office operations.
- At least 2 years of demonstrated success in a people manager role.
- Experience delivering measurable weekly and monthly KPIs.
- Strong communication, documentation, organizational, interpersonal, attention-to-detail, and problem-solving skills.
- Proficiency in Microsoft Office and Excel, including VLOOKUP, SUMIF, Pivot Tables, and VBA.
Nice to have
- Familiarity with insurance and/or investment management market concepts.
- Experience in the market finance or FinTech industry.
Culture & Benefits
- Emphasis on teamwork, collaboration, continuous improvement, empowerment, and accountability.
- Opportunity to work closely with clients as an extension of their teams.
- Focus on improving client workflows, performance reporting, and investment reporting requirements.
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