Client Services Team Lead - Tampa
2 days ago

Job description
Job Details:
Client Services Team Lead (Institutional)
As a Client Services Team Lead, you will be the bridge between our sophisticated institutional clientele—including pension funds, endowments, and sovereign wealth funds—and our internal investment and operations teams.
Role Overview
Department:
Client Services / Investor Relations
Target Audience:
Institutional Investors (Pensions, Insurance, Consultants)
Reporting To:
Head of Client Experience or Director of Institutional Relations
Core Responsibilities
Leadership & Team Development
Mentor and manage a team of Client Service Associates, providing regular coaching, performance reviews, and professional development paths.
Act as an escalation point for complex client inquiries or sensitive operational issues.
Optimize team workflows to ensure high-quality, timely responses to client requests.
Institutional Client Management
Relationship Oversight:
Maintain deep relationships with key stakeholders at institutional firms, ensuring their specific reporting and service requirements are met.
Onboarding Excellence:
Oversee the end-to-end onboarding process for new institutional mandates, coordinating with legal, compliance, and portfolio management.
Client Retention:
Proactively identify "at-risk" accounts and develop strategies to improve satisfaction and stickiness.
Strategic Operations & Reporting
Standardize Reporting:
Partner with the data team to enhance the accuracy and delivery of quarterly investment reports, DDQs (Due Diligence Questionnaires), and RFPs.
Process Improvement:
Identify bottlenecks in the client lifecycle and implement scalable technology solutions or CRM enhancements.
Cross-Functional Liaison:
Represent the "voice of the client" in internal meetings with Portfolio Managers to ensure investment strategies align with client expectations.
To APPLY, email or click the Apply button below.David Miller
Recruiter phone:
Recruiter fax:
Recruiter email:
#accountingfinance
#midsenior
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