Client Services Lead

Job Summary

A company is looking for a Lead, Client Services.

Key Responsibilities

• Manage day-to-day operations for institutional and VIP accounts, serving as the main contact for key personnel
• Act as the clients' advocate, ensuring their needs are met and resolving issues promptly
• Develop a deep understanding of client needs and collaborate across the organization to create scalable solutions

Required Qualifications

• 8+ years of experience in institutional, client-facing operations-focused roles
• Experience in cryptocurrency, fintech platforms, or institutional financial services
• Ability to manage multiple projects simultaneously while navigating uncertainty
• Strong collaborative skills and willingness to assist teammates across the organization
• Financial certifications are encouraged, with an understanding of the regulatory landscape in traditional financial markets