About Job
At StashAway, we are here to empower people to build long-term wealth. As a Client Service Team Lead, you will lead, coach, and scale our high-performing client engagement team to deliver an exceptional experience. In this role, you will take ownership of daily operations, mentor a team of client-facing specialists, and streamline workflows using data, automation, and smart processes to keep our clients confident and invested.
Key Responsibilities
- Team Performance: Own team KPIs, coaching, development, and performance management to ensure the team consistently achieves ≥90% overall KPI month-on-month.
- Operations: Manage queues, workload allocation, staffing, coverage, productivity, and SLAs/AHT.
- Client Experience: Manage escalations, complaints, difficult cases, and service quality to maintain strong CSAT and FCR performance.
- Quality Excellence: Maintain high service quality and documentation accuracy through regular monitoring and coaching.
- People Development & Training: Drive capability through structured coaching, 1:1s, training, and knowledge development.
- Continuous Improvement: Identify process gaps, improve SOPs and workflows, and drive automation and AI opportunities to reduce manual work and improve scalability.
- Stakeholder Management: Coordinate with Compliance, Product, Operations, Investment, and Tech to effectively manage escalations and cross-functional issues.
Who are we looking for
- 3–4 Years of People Leadership: Proven track record of direct line-management and coaching within client service, customer support, or contact center operations.
- Industry Agnostic: Prior experience in Fintech or Financial Services is not required—we value strong leadership, operational rigor, and a client-first mindset.
- Performance & Operations Focus: Demonstrated ability to manage operational queues, drive key service metrics, and maintain strict SLA standards.
- Tech & Continuous Improvement Mindset: Comfortable identifying operational gaps and keen to leverage modern automation or AI tools to reduce manual overhead.
- Strong Communication: Effective verbal and written communicator capable of aligning across cross-functional stakeholders and managing tough client escalations.
LIFE AT STASHAWAY
Your Growth, Rewarded
- Competitive compensation package, including ESOPs (Employee Stock Option Plan) for full-time employees.
- Comprehensive medical coverage including GP, specialist, hospitalization, surgical, and dental benefits.
- Employee discount on StashAway asset management fees.
Work Your Way
- Flexible hybrid work setup.
- Work-from-anywhere policy for up to 8 weeks annually.
- Unlimited annual leave built on trust, flexibility, and accountability.
- Personal work equipment budget to support your ideal workspace.
Never Stop Growing
- Annual Learning & Development budget to support your professional and personal growth.
More Than Just Colleagues
- Quarterly team bonding budget across teams and functions.
- Annual company off-sites (Q4) focused on connection, collaboration and fun.