Client Services Lead

This critical position will be part of a client facing team that supports several large financial service firms in the Wealth Management Industry. The role will establish and maintain internal relationships and, more importantly, establish and maintain external client relationships that drive client and customer satisfaction. You can expect to play a lead role in supporting some of Invest Cloud's most strategic clients.

You will be part of the Client Services organization and will be responsible for working with a team to manage complex client inquiries, manage all internal and external service bridges for high priority events and lead client facing calls. In addition, the role requires you to work with internal teams to review, analyze, and provide clients with consultative solutions that address their business needs.

• Build and maintain strong service relationships with key stakeholders within a client’s operations team which leverages APL for portfolio accounting, portfolio management and trading of managed accounts
• Comfortably and independently interact with client stakeholders at any level with the ability to flex based on audience – user, functional manager, senior/executive leadership
• Lead client meetings to keep clients apprised of progress against in-flight tactical initiatives and high visibility/impact support issues
• Lead conversations with clients to understand business / operational needs on the platform and translate those needs into business requirements
• Engage with clients via email, phone and, on occasion, at client offices (