Job Summary:
Cl
ient Servicing Team Leads
a
re responsible for
leading and managing a team of client servicing professionals, focused on
maximizing
employee
engagement,
and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability.
They lead from the front and
provide
guidance, support, and coaching to team members and contribute to strategic planning, hiring decisions, team structure, and succession planning.
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
mainta
ining
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
.
Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews;
identifies
and
facilitates
learning and growth opportunities opportunities for the team
.
Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM,
SLA
delivery, Retention,
ESS
, Gross Margin, Client Churn, Automation improvements, and employee attrition
.
Leads
SteerCos
and client relationship reviews, whilst also acting as a confident,
knowledgeable,
and patient escalation point for any client issues
.




Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes
.
Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations
.
Make use of tooling to
monitor
and drive team performance (Salesforce, Workday, Power
BI
, etc.)
.
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
.
Microsoft Excel (
VLookUp
, SUMIF, Pivot Tables,
VBA
, etc.)
.
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:
Bachelor's degree in Accounting
, Finance, Business, Mathematics, Sciences, or related field.
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.

📌 Client Servicing Team Lead (Noida)
🏢 Clearwater Analytics
📍 Noida