Client Service Lead

Cornspring

Client Service Lead managing data onboarding and service delivery for fintech startup. Ensuring accurate client relationships and fostering trust and professionalism during service interactions.

Posted 7/13/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $120,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding, data reporting, and issue resolution within financial data environments. Capable of translating complex data behavior into clear communication while building long-term relationships with stakeholders.

Highest-signal resume keywords

Client Onboarding ExperienceData Reporting Issue InvestigationAI MindsetFinancial Data Industry KnowledgeCalm Under Ambiguity

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Clear CommunicationRelationship BuildingJudgment Under Pressure

Industry Keywords

Financial DataAsset ManagementWealth Platform ServicesMulti-Family OfficesInvestment OperationsAccounting Operations

About the role

Key responsibilities & impact

Own onboarding engagement, narrative and timeline
Set and manage expectations around data, reporting, LLM Chat and service scope
Lead Quarterly Business Reviews / check-ins (formal or informal)
Triage client issues, decide severity and determine escalation path
Communicate clearly and calmly during incidents
Translate technical or data complexity into clear, client-appropriate explanations
Coordinate internally to resolve issues
Identify renewal risks, expansion signals, and recurring pain points
Build trusted, long-term relationships with client stakeholders
Feed structured insight back into product, data, and leadership teams

Requirements

What you’ll need

prior experience within financial data or reporting firms, asset managers, wealth platform service providers, or large multi-family offices.
experience with client onboarding, data reports issue investigation and feedback escalation.
an “AI mindset”: being curious about AI and thinking in ways that help you work effectively with AI systems.
commercially aware and to be credible with investment and accounting operations staff at family offices, especially when working with CFO, CIO and Head of Operations profiles.
judgement needs to remain calm under ambiguity.
able to explain complex data behaviour simply.

Benefits

Comp & perks

Base salary of $120,000 - $150,000
401(k)
healthcare insurance
15 vacation days per year.
Hybrid working: three days per week in our Manhattan 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.