Client Service Lead

Job Description

Job Description

Location : New York City (you must have the right to work in the US - no visa sponsorship can be provided)

About us

Cornspring is an innovative FinTech start-up with a mission to empower Family Offices and Asset Owners with real-time, AI-driven data intelligence and portfolio insights.

We are tackling one of the most complex and valuable challenges in finance. Our clients operate at the highest levels of global markets, managing billions in assets, yet they remain constrained by legacy systems that are slow, fragmented, and outdated.

Cornspring is redefining Family Office services by applying state-of-the-art generative AI and Large Language Models to investment, accounting, and operational data. Our platform delivers faster insights, greater transparency, and entirely new ways of interacting with financial information.

The role

We are launching operations in New York, and we need someone to own the client’s lived experience of the data on our platform and our service delivery to clients. You will be our first hire in this function in our NYC office.

You will be responsible for the end-to-end stewardship of assigned clients' service relationship from data onboarding through to service delivery, ensuring accuracy, continuity, responsiveness, and confidence in Cornspring’s service.

As the "custodian of client trust", you will make sure that client trust increases over time, not just satisfaction scores. You will ensure that all clients receive the same level of professionalism, care, responsiveness, diligence and escalation seriousness.

Overall, this role would suit a hands-on person with excellent communication and interpersonal skills, someone analytical, who is comfortable with finding solutions.

Key responsibilities

Client lifecycle

• 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)

Issue & escalation

• 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

Commercial intelligence

• 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

• To be successful in this role, you need to have prior experience within financial data or reporting firms, asset managers, wealth platform service providers, or large multi-family offices.
• You need to have experience with client onboarding, data reports issue investigation and feedback escalation.
• You need to have an “AI mindset”: being curious about AI and thinking in ways that help you work effectively with AI systems.
• You need to be 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.
• Your judgement needs to remain calm under ambiguity.
• You need to be able to explain complex data behaviour simply.

Benefits

• Base salary of $120,000 - $150,000, 401(k), healthcare insurance and 15 vacation days per year.
• Hybrid working: three days per week in our Manhattan office.
• An opportunity to work at the forefront of AI-driven finance, tackling genuinely complex and high-impact challenges.
• A collaborative, high-ownership start-up environment offering exceptional learning opportunities.
• The chance to help shape the future of Family Office and Asset Management technology.

Interview process

1. A screening call with our Talent Acquisition & Human Resources Manager
2. A psychometric test
3. A video call interview with the Hiring Manager
4. An in-person interview in our office with our NYC Office Lead
5. A video call interview with Cornspring’s Founder

The objective for us will be to understand how your previous experiences and the skills you have developed through them could help you be successful in this role.

Please come prepared to any conversation with us: understanding what we do and what the role is about, being able to introduce yourself and your achievements in a clear and concise fashion, and with the ability to explain your motivations to apply.

You are strongly encouraged to ask questions which will allow you to identify whether this position is meeting your expectations in terms of responsibilities, culture, work conditions and career progression.