Client Services Manager

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our bespoke, internally engineered trading platform provides seamless access to a diverse range of financial instruments, including stocks, ETFs, bonds, futures, and options, all within a single, multi-currency account.

As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritize investing in our most valuable asset—our people. Join us in shaping the future of finance.

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

• 3+ years of experience in prime brokerage or similar capital 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

• 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

Through our robust, cutting-edge trading platforms, you can offer clients access to comprehensive, global financial instruments and investment possibilities while keeping their data safe and private.

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 .