Role OverviewThe Director, Head of Client Service will provide strategic leadership and oversight for the Client Service organization, establishing team structure, coverage models, and performance expectations. They will lead, coach, and mentor senior client service leaders to build a high-performing and scalable organization.
What You Will Do
Key responsibilities include owning the overall client service strategy, maintaining executive-level relationships with key strategic clients, and ensuring consistent delivery of high-quality service across all client segments.
Why It Might Be a Fit
The ideal candidate will have 12-15+ years of experience in client service, client relationship management, account management, or operational leadership within financial services, with a proven track record leading large client-facing organizations and developing senior leaders.
Requirements
- 12-15+ years of experience in client service, client relationship management, account management, or operational leadership within financial services
- Significant experience supporting managed accounts, wealth management, investment operations, asset servicing, or related financial services businesses
- Proven track record leading large client-facing organizations and developing senior leaders
- Strong executive presence with experience interacting directly with C-suite stakeholders
- Demonstrated success managing service organizations supporting institutional, retail, SMA, or wealth management clients
- Experience overseeing service governance, escalations, client retention, and operational performance management
- Exceptional communication, leadership, stakeholder management, and strategic planning skills
- Ability to influence outcomes across multiple business functions and executive leadership teams
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