Vice President, Client Services

Finance
Midtown, NYC
January 20, 2025
$225,000 - $250,000 / year
Full Time
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  • Job Description

Who They Are
Join one of the nation’s most respected FinTech leaders specializing in Deposit and Securities-based lending solutions for the financial services industry. Our client is headquartered in Midtown, NYC, and stands at the forefront of innovation, empowering banks and wealth managers with cutting-edge technology, industry expertise, and strategic insights. By joining this dynamic organization, you will be part of a company driving the transformation of financial services and fostering growth for its clients.
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Your Role: Transformative Leadership
As Vice President of Client Services, you’ll report directly to the SVP and play a transformative role in redefining client support and success for a broad spectrum of financial institutions. This isn’t just a leadership position – it’s an opportunity to design and implement scalable processes, leverage innovative tools, and build a high-performing team that will set new standards for client service excellence. Your work will directly enhance the value and impact our solutions deliver to clients, making a measurable difference in their success and satisfaction.

If you’re a strategic thinker who thrives on operational challenges, loves building teams, and is passionate about driving a client-first culture, this role offers the chance to create a lasting legacy in a rapidly evolving industry.
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What You’ll Do

  • Build, lead, and inspire the Client Services team to set and achieve ambitious goals while fostering a culture centered on client success and operational excellence.
  • Develop and execute strategies that modernize client-facing processes, ensuring scalability and sustainability.
  • Design and implement efficient onboarding and implementation processes that drive rapid client activation and value realization.
  • Partner closely with Product, IT, and digital teams to ensure client feedback shapes product enhancements and priorities.
  • Support the rollout of a state-of-the-art Salesforce CRM solution to enhance support workflows, success tracking, and overall team efficiency.
  • Establish, monitor, and refine KPIs and SLAs to ensure continuous improvement in onboarding, client service, and success metrics.
  • Oversee complex client inquiries with effective triage, escalation, and resolution processes.
  • Serve as a trusted advisor and internal advocate for clients, ensuring seamless experiences and strong cross-department collaboration.
  • Identify opportunities for process automation and self-service solutions to streamline workflows and enhance client satisfaction.
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    What You’ll Gain
  • Career Growth: As a senior leader in a rapidly growing FinTech firm, you’ll have opportunities to shape and influence the organization’s trajectory while advancing your professional journey.
  • Impactful Work: Your contributions will directly affect the success and satisfaction of our clients, empowering them to achieve their goals.
  • Innovative Environment: Be part of a forward-thinking company that values creativity, collaboration, and cutting-edge technology.
  • Hybrid Flexibility: Enjoy the balance of in-office collaboration and remote work flexibility.
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    What They Are Looking For
  • BA / BS degree in a relevant field; advanced degree (e.g., MBA) preferred.
  • 10+ years in client service operations, customer success, or related roles, ideally in FinTech, banking, or financial services.
  • Demonstrated ability to build and lead high-performing teams, drive process transformations, and manage change effectively.
  • Strong experience implementing scalable processes and delivering operational improvements.
  • Proficiency with CRM platforms and modern client engagement tools.
  • Outstanding skills in stakeholder management and collaboration.
  • A track record of success in fast-paced, evolving environments.
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    Why Join Them?
  • At the heart of our client’s success is their people. Joining this organization means being part of a community that values innovation, collaboration, and excellence. If you are ready to lead and grow professionally and personally while driving meaningful change in the financial services industry, Apply Now!

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