Manager supporting the development and execution of strategic initiatives for client services at Bank of America. Engaging with stakeholders to improve operations and processes for optimal client experiences.
About the role
- Client Service Lead managing client relationships in fintech startup Cornspring. Empowering Family Offices with AI-driven portfolio insights and ensuring client trust and service delivery.
Responsibilities
- 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 own the client’s lived experience of the data on our platform and our service delivery to clients. 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.
Requirements
- To be successful in this role, you need to have prior experience in client-facing roles within financial data or reporting firms, asset managers, wealth platform service providers, or large multi-family offices.
- You need to be commercially aware and to be credible with investment and accounting operations staff at a family office, 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
- Competitive salary and benefits, including private medical insurance, cash plan, life insurance, and income protection.
- Hybrid working: three days per week in our City of London 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.
Job title
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