Client Services Manager

Posted Yesterday
Be an Early Applicant
4 Locations
In-Office or Remote
Mid level
Fintech • Financial Services
The Role
Lead and develop a client service team to deliver fast, high-quality prime brokerage support. Manage workload, processes, incidents, and cross-functional collaboration; analyze queue trends into improvements and work with Service Design to optimise systems and client experience.
Summary Generated by Built In

Who we are

We are a global wealth-tech company powering the next generation of trading. We deliver cutting-edge centralised trading solutions and robust B2B financial infrastructure. Our proprietary trading platform offers clients seamless access to stocks, ETFs, bonds, futures, options, swaps, funds, and currency pairs- all within a single, multi-currency account.

We believe in the boundless flow of capital and information. Whilst developing EXANTE, we saw technology as a means to improve global connectivity of the financial services industry. Over the years, we have earned a reputation for providing superior service and for getting the results our clients and customers want. 

Most importantly, people have come to know us for our technological insights and focus on privacy. Our inspiration stems from the talent and ambition of our clients. We are offering an ecosystem of financial products and services that would provide the most tailored assistance to traders. 


Our culture

Everything at EXANTE starts with our people. We bring together 600+ minds from 65 nationalities across 70 locations. We place trust in our team with real autonomy - the freedom to drive change across products, processes and everything in between. That trust fuels innovation, and the demands of the markets build resilience; we adapt, push forward, and we look after each other while we do it. 

That freedom is matched by real investment in growth: we back our people with ongoing learning, hands-on development and the kind of stretch opportunities that turn good careers into great ones. Here, progression isn’t something you wait for - it’s something you’re actively supported to pursue. 

About the Role

Client Services Manager sets the standard for exceptional client experiences. This role blends hands-on leadership with operational excellence—driving performance, streamlining processes, and building a high-performing team. You’ll lead by example, inspire your team to exceed expectations, and continuously improve service delivery, all while fostering a collaborative, client-first culture.

Reporting line: Head of Client Services

Location: Remote

Responsibilities

  • Lead, mentor and develop a team of client service associates - set clear expectations, give honest feedback, and run regular reviews that actually help people level up
  • Own team workload, coverage and cross-functional collaboration so every client gets a fast, meaningful answer
  • Build a culture of accountability, continuous improvement and client-first thinking. Set the standard by living it yourself
  • Define & refine service standards, processes, and playbooks, making sure they’re followed in practice, not just on paper
  • Play a key role in incident management, ensuring issues are brought to light swiftly
  • Convert the queue to actionable insights, identifying trends and patterns to address
  • Work closely with Service Design on system optimisation and client experience

Qualifications

  • 3+ years of experience in prime brokerage or similar financial markets exposure
  • A proven track record of leading, coaching and developing people, managing performance and running a service team day to day
  • Excellent communication and relationship management skills. You build trust quickly, with clients and colleagues alike
  • Strong problem-solving skills & ability to coordinate multiple stakeholders towards a fast resolution
  • High attention to detail and a strong control & risk mindset

What we offer*

  • A competitive salary that reflects what you bring
  • Fully remote - enjoy the freedom to work from anywhere
  • Corporate Macbook 
  • Top-tier tech stack: Claude Code, in-house app building platform, Gemini Enterprise
  • Innovative & inspiring culture, autonomous and informal work environment
  • Extended benefits: choose from: Health insurance/extra annual leave/wellbeing program
  • Ongoing education & training programs
  • Opportunity to network and connect at Corporate Events
  • Team off-sites and paid business trips when needed
  • Global career opportunities

*Benefits/perks vary depending on the nature of your employment with the company and the country where you work


EXANTE  is a global prime broker backed by proprietary technology and dedicated service. All regulated group companies and fully controlled affiliates and subsidiaries are committed to compliance with data protection laws, including the GDPR. We process personal data in line with the GDPR principles of fairness, purpose limitation, transparency, data minimisation, storage limitation and deletion, accuracy, confidentiality and integrity, and accountability. We rely on legitimate interests to assess and manage your application, after determining that our interests are not overridden by your rights and interests. You have the rights of access, rectification, data portability, erasure, restriction of processing, and objection to processing. To exercise your rights or contact our Data Protection Officer, please see our GDPR policy at https://exante.eu/gdpr/.

We retain recruitment data only for as long as necessary for the purposes described above, after which it will be securely deleted unless we are required to keep it longer to comply with law or you consent to a longer retention.

Where personal data is transferred outside the EEA, it will be protected to a standard at least equivalent to that sought by the GDPR. Personal data is safeguarded by technical and organisational measures that are reviewed and updated regularly. This website is not intended for individuals under 18 and we do not knowingly collect data relating to children .


Skills Required

  • 3+ years of experience in prime brokerage or similar financial markets exposure
  • Proven track record of leading, coaching and developing people and managing a service team day to day
  • Excellent communication and relationship management skills
  • Strong problem-solving skills and ability to coordinate multiple stakeholders towards a fast resolution
  • High attention to detail and a strong control and risk mindset
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Year Founded: 2011

What We Do

EXANTE is a pioneering wealth tech and international investment services company established in 2011. It delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, providing global multi-asset financial services and access to a wide range of financial instruments across over 50 global markets in the US, European Union, and Asia-Pacific.

Similar Jobs

Dynatrace Logo Dynatrace

Analytics Engineer

Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Remote or Hybrid
Poland
5600 Employees

GitLab Logo GitLab

Senior Benefits Analyst

Cloud • Security • Software • Cybersecurity • Automation
Easy Apply
Remote
2 Locations
2500 Employees

Capco Logo Capco

Senior Business Analyst

Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Remote or Hybrid
Poland
6000 Employees

Circle (circle.so) Logo Circle (circle.so)

Designer

Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
Easy Apply
Remote
31 Locations
250 Employees
100K-120K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account