Client Services Team Lead
Clearwater Analytics(1 month ago)
About this role
Client Servicing Team Lead is responsible for leading and managing a team of client servicing professionals to maximize employee engagement and build a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They provide guidance, support, and coaching, contribute to strategic planning, hiring, team structure, and succession planning, and act as a primary escalation point for client issues. The role partners with cross-functional teams to drive process optimization, operational excellence, and maintain strong client relationships for daily client success.
Required Skills
- Team Leadership
- Client Management
- Performance Management
- Process Improvement
- Stakeholder Management
- Microsoft Excel
- Power BI
- Salesforce
- Communication
- Problem Solving
Qualifications
- Bachelor's Degree in Accounting, Finance, Business, Mathematics, or Sciences
About Clearwater Analytics
clearwateranalytics.comClearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
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