Client Services Manager

EXANTE; United States; Remote; USD 100,000 - 160,000; Full time

Job summary

EXANTE is seeking a Client Services Manager to lead a high-performing team delivering exceptional client experiences in a remote environment. You will drive performance, streamline processes, and cultivate a client-first culture across our global wealth-tech platform.

Reporting to the Head of Client Services, you will own incident management, cross-functional collaboration and continuous improvement, ensuring fast, meaningful responses for clients and robust service standards.

Qualifications

• 3+ years of experience in prime brokerage or similar financial markets exposure.
• Proven track record of leading, coaching and developing people, managing performance and running a service team day to day.
• Excellent communication and relationship management skills. Build trust quickly with clients and colleagues.

Responsibilities

• Lead, mentor and develop a team of client service associates - set clear expectations, give honest feedback, and run regular reviews.
• Own team workload, coverage and cross-functional collaboration so every client gets a fast, meaningful answer.
• Build a culture of accountability, continuous improvement and client-first thinking.
• Define & refine service standards, processes, and playbooks, ensuring they’re followed in practice.
• Play a key role in incident management, ensuring issues are brought to light swiftly.
• Convert the queue to actionable insights, identifying trends and patterns to address.
• Work closely with Service Design on system optimisation and client experience.

Skills

Client service leadership

Team management

Communication

Problem solving

Job description

Who we are

We are a global wealth-tech company powering the next generation of trading. We deliver cutting-edge centralised trading solutions and robust B2B financial infrastructure. Our proprietary trading platform offers clients seamless access to stocks, ETFs, bonds, futures, options, swaps, funds, and currency pairs- all within a single, multi-currency account.

We believe in the boundless flow of capital and information. Whilst developing EXANTE, we saw technology as a means to improve global connectivity of the financial services industry. Over the years, we have earned a reputation for providing superior service and for getting the results our clients and customers want.

Most importantly, people have come to know us for our technological insights and focus on privacy. Our inspiration stems from the talent and ambition of our clients. We are offering an ecosystem of financial products and services that would provide the most tailored assistance to traders.

Our culture

Everything at EXANTE starts with our people. We bring together 600+ minds from 65 nationalities across 70 locations. We place trust in our team with real autonomy - the freedom to drive change across products, processes and everything in between. That trust fuels innovation, and the demands of the markets build resilience; we adapt, push forward, and we look after each other while we do it.

That freedom is matched by real investment in growth: we back our people with ongoing learning, hands-on development and the kind of stretch opportunities that turn good careers into great ones. Here, progression isn’t something you wait for - it’s something you’re actively supported to pursue.

About the Role

Client Services Manager sets the standard for exceptional client experiences. This role blends hands-on leadership with operational excellence - driving performance, streamlining processes, and building a high-performing team. You’ll lead by example, inspire your team to exceed expectations, and continuously improve service delivery, all while fostering a collaborative, client-first culture.

Reporting line : Head of Client Services

Location : Remote

Responsibilities

• Lead, mentor and develop a team of client service associates - set clear expectations, give honest feedback, and run regular reviews that actually help people level up
• Own team workload, coverage and cross-functional collaboration so every client gets a fast, meaningful answer
• Build a culture of accountability, continuous improvement and client-first thinking. Set the standard by living it yourself
• Define & refine service standards, processes, and playbooks, making sure they’re followed in practice, not just on paper
• Play a key role in incident management, ensuring issues are brought to light swiftly
• Convert the queue to actionable insights, identifying trends and patterns to address
• Work closely with Service Design on system optimisation and client experience

Qualifications

• 3+ years of experience in prime brokerage or similar financial markets exposure
• A proven track record of leading, coaching and developing people, managing performance and running a service team day to day
• Excellent communication and relationship management skills. You build trust quickly, with clients and colleagues alike
• Strong problem-solving skills & ability to coordinate multiple stakeholders towards a fast resolution