Client Service Lead

Responsibilities Own onboarding engagement, narrative and timeline Set and manage expectations around data, reporting, LLM Chat and service scope Lead Quarterly Business Reviews / check-ins (formal or informal) Triage client issues, decide severity and determine escalation path Communicate clearly and calmly during incidents Translate technical or data complexity into clear, client-appropriate explanations Coordinate internally to resolve issues Identify renewal risks, expansion signals, and recurring pain points Build trusted, long-term relationships with client stakeholders Feed structured insight back into product, data, and leadership teams Requirements prior experience within financial data or reporting firms, asset managers, wealth platform service providers, or large multi-family offices. experience with client onboarding, data reports issue investigation and feedback escalation. an “AI mindset”: being curious about AI and thinking in ways that help you work effectively with AI systems. commercially aware and to be credible with investment and accounting operations staff at family offices, especially when working with CFO, CIO and Head of Operations profiles. judgement needs to remain calm under ambiguity. able to explain complex data behaviour simply. Core Competencies Demonstrates expertise in client onboarding, data reporting, and issue resolution within financial data environments. Capable of translating complex data behavior into clear communication while building long-term relationships with stakeholders. #J-18808-Ljbffr