Client Services Manager
Remote
Job Summary
Lead, mentor, and develop a team of client service associates by setting clear performance expectations and conducting regular reviews. Manage team workload, coverage, and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones. Define and refine service standards, processes, and playbooks to ensure adherence, while overseeing daily operations to guarantee cases are handled correctly and SLAs are met. Foster a culture of accountability, continuous improvement, and client-first thinking. This role reports to the Head of Client Services in a global prime brokerage environment focused on democratizing access to financial instruments for professional traders and institutional investors.
Required Qualifications
- 3+ years of experience in prime brokerage or similar capital markets exposure
- Demonstrated ability to lead, coach & develop people, manage performance, and run a service team day to day
- Excellent communication and relationship management skills
- Strong problem-solving skills & ability to coordinate multiple stakeholders towards a fast resolution
- High attention to detail and a strong control & risk mindset
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