Client Servicing Team Lead

Clearwater Analytics, Ltd; Boise (ID); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services provider in Boise, Idaho is seeking a Client Servicing Team Lead to manage a team dedicated to client success. The role involves optimizing processes, ensuring quality delivery, and onboarding new clients. Candidates should have over 7 years of relevant experience, strong communication skills, and familiarity with the finance or FinTech industry. This position encourages diversity and welcomes applicants even if their experience doesn't align perfectly with the role.

Qualifications

• Familiarity with insurance or investment management concepts is a plus.
• Strong verbal and written communication skills are essential.
• Experience in finance or FinTech preferred.

Responsibilities

• Lead and manage a team focused on client servicing.
• Ensure quality delivery and team training.
• Manage onboarding of new clients.

Skills

Communication skills

Problem-solving abilities

Organizational skills

Interpersonal skills

Attention to detail

Education

7+ years of relevant experience

2+ years in a people manager role

Tools

Microsoft Office

Job description

**Job Summary:** ient Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on They collaborate with cross-functional internal teams to identify areas for process optimization, implement best practices, and drive operational excellence within the Client Servicing division. They lead from the front by building and maintaining strong relationships with clients, playing a critical role in daily client success.**Responsibilities****:** Monitors the teams’ delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required.Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations.**Required Skills:** Familiarity with insurance and/or investment management market concepts a plus.Ability to communicate information clearly, concisely, and confidently in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences.Strong computer skills, including proficiency in Microsoft Office.Excellent attention to detail and strong documentation skills.Outstanding verbal and written communication skills.Strong organizational and interpersonal skills. Exceptional problem-solving abilities.**Education and Experience:**7+ years of directly applicable experience (reconciliation, accounting, or finance).2+ years demonstrated success in a people manager role.Experience delivering measurable KPIs weekly and monthly in prior roles.Experience working in the finance or FinTech industry, with a knowledge of investment accounting or investment operations preferred. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.