Role in brief
EXANTE seeks a remote Client Services Manager to lead a client service team, focusing on operational excellence and team development. This role is for someone with a background in financial markets or prime brokerage who can drive service standards and foster a client-first culture.
About the role
This role involves leading a client services team to deliver exceptional client experiences. The manager will be responsible for defining and refining service standards, streamlining processes, and ensuring these are consistently applied. A key aspect is managing team workload, ensuring timely and effective client responses, and fostering cross-functional collaboration.
The Client Services Manager will also play a crucial role in incident management, swiftly addressing issues and converting client interactions into actionable insights. This involves identifying trends and patterns to improve service delivery and working closely with Service Design to optimize systems and enhance the overall client experience.
Success in this position means building a high-performing team through mentorship and development, setting clear expectations, and providing constructive feedback. The manager is expected to cultivate a culture of accountability and continuous improvement, leading by example to ensure a client-first approach in all team activities.
The annual salary for this role ranges from $51,750 to $86,250.
Skills that matter here
- prime brokerage or similar financial markets exposure: This role requires understanding the specific demands and operations within financial markets to effectively manage client services.
- leading, coaching and developing people: The manager will mentor a team of client service associates, setting expectations and providing feedback to enhance their performance.
- communication and relationship management skills: Building trust with both clients and colleagues is essential for effective collaboration and client satisfaction.
- problem-solving skills: This role involves coordinating multiple stakeholders to resolve client issues quickly and efficiently.
- attention to detail: A strong focus on accuracy and a control mindset are necessary for managing service standards and risk.
Who this role suits
- Someone who thrives on developing and mentoring others to achieve high performance.
- An individual with a strong operational mindset, capable of defining and enforcing service standards.
- A person who naturally takes ownership of issues and drives them to resolution.
- Someone who is adept at identifying underlying trends from client interactions to inform process improvements.
From the employer
- 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
- 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
- High attention to detail and a strong control & risk mindset
- A competitive salary that reflects what you bring
- Fully remote - enjoy the freedom to work from anywhere
- Corporate Macbook
- Top-tier tech stack: Claude Code, in-house app building platform, Gemini Enterprise
- Innovative & inspiring culture, autonomous and informal work environment
- Extended benefits: choose from: Health insurance/extra annual leave/wellbeing program
- Ongoing education & training programs
- Opportunity to network and connect at Corporate Events
- Team off-sites and paid business trips when needed
- Global career opportunities
*Benefits/perks vary depending on the nature of your employment with the company and the country where you work
Questions about this role
What is the remote work policy for this position?
This is a fully remote position, offering the freedom to work from any location.
What is the seniority level for this role?
This is a middle-seniority position.
What kind of experience is required for this role?
Candidates should have at least 3 years of experience in prime brokerage or similar financial markets, along with a proven track record of leading and developing service teams.
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