Remote Client Services Lead - Prime Brokerage

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

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.