Client Services Lead Job Description Template
Our company is looking for a Client Services Lead to join our team.
Responsibilities:
- Bachelor’s degree in related field required;
- High comfort level with PowerPoint and all Microsoft Office tools;
- Webinar planning, managing, and hosting;
- Customer services/success strategy including Customer Success Planning, Customer Journey, customer communication quality/control;
- Customer support tool selection, maintenance, and scaling (Freshworks Suite experience preferred);
- Write and manage CSAT surveys (SurveyMonkey);
- High pressure support team management and interpersonal conflict management skills;
- Highest level B2B customer interaction and communication skills including C-suite contacts;
- Communicate effectively with internal teams and external client stakeholders;
- Work with internal teams to establish and manage online projects throughout the project lifecycle;
- Update and maintain due diligence collateral;
- Understand basic technology features, functions and applications in use for client recommendations;
- Projects could include campaign landing pages;
- Analytics reporting module;
- Build and manage relationships with clients, co-workers, and agency partners.
Requirements:
- Webinar planning, managing, and hosting;
- High comfort level with PowerPoint and all Microsoft Office tools;
- Knowledge of the institutional investor landscape and understanding of clients’ servicing needs;
- Bachelor’s Degree in related field required;
- Demonstrable history of achieving superior client satisfaction;
- Customer services/success strategy including Customer Success Planning, Customer Journey, customer communication quality/control;
- Authorization to work in the United States;
- Highest level B2B customer interaction and communication skills including C-suite contacts;
- High pressure support team management and interpersonal conflict management skills;
- Customer support tool selection, maintenance, and scaling (Freshworks Suite experience preferred);
- At least three years of experience in a client service role at a hedge fund or asset manager;
- Must have prior experience managing online projects that include both visual and technology resources;
- Bachelor’s degree;
- Bachelor’s degree in Marketing, Communications or other related discipline;
- Experience with client on-boarding.