Client Services Manager

About the company

EXANTE is a fast-growing wealth technology company that builds advanced centralized trading solutions and B2B financial infrastructure. Its proprietary platform brings together a wide range of instruments, including equities, ETFs, bonds, futures, and options, in one multi-currency account.

The business operates globally with more than 700 employees representing over 70 nationalities across 70 locations. It places strong emphasis on investing in its people and on shaping the future of finance through technology and innovation.

Role overview

The Client Services Manager is responsible for delivering outstanding client service while combining leadership, operational discipline, and process improvement. The role involves guiding a team, raising service quality, and building a collaborative environment focused on client needs.

This position reports to the Head of Client Services and is based remotely.

Key responsibilities

• Direct, coach, and support a team of client service associates, including setting expectations and carrying out regular performance reviews.
• Plan team capacity, ensure proper coverage, and work across functions so clients across different time zones receive timely and consistent support.
• Encourage ownership, continuous improvement, and a strong client-focused mindset within the team.
• Create, improve, and maintain service standards, workflows, and operating playbooks, while making sure the team follows them.
• Manage day-to-day operations, confirm that cases are processed correctly, and ensure service-level agreements are achieved.

Required qualifications

• At least 3 years of experience in prime brokerage or a related capital markets environment.
• Proven ability to lead, coach, and develop people, including performance management and daily service-team oversight.
• Strong communication and stakeholder relationship skills.
• Solid problem-solving ability and experience coordinating multiple parties toward quick resolution.
• Careful attention to detail, along with a strong focus on controls and risk awareness.

What the company offers

• Competitive compensation aligned with your experience and contribution.
• Fully remote work with the freedom to work from anywhere.
• Company-issued MacBook.
• Access to a modern technology stack, including Claude Code, an internal app-building platform, and Gemini Enterprise.
• An innovative, inspiring, autonomous, and informal work culture.
• Extended benefits with options such as health insurance, additional annual leave, or a wellbeing program.
• Continuous learning, education, and training opportunities.
• Chances to build your professional network through corporate events.
• Team off-sites and paid business travel when required.
• Opportunities for international career growth.
• Benefits may differ depending on employment arrangement and the country of work.

Additional information

EXANTE is built by technology specialists with extensive market knowledge and a track record in the industry. Its platforms are designed to expand access to global financial instruments for professional traders and institutional investors while maintaining strong data security and privacy.

The company operates as a global prime broker using proprietary technology and dedicated service. All regulated group entities, along with fully controlled affiliates and subsidiaries, follow data protection obligations, including GDPR requirements. Personal data is processed according to principles of fairness, purpose limitation, transparency, data minimisation, storage limitation, deletion, accuracy, confidentiality, integrity, and accountability.

Application handling is based on legitimate interests after assessing that those interests are not overridden by the applicant’s rights. Applicants have rights to access, rectify, port, erase, restrict processing, and object to processing. Data protection contact details are provided through the company’s GDPR policy.

Recruitment information is retained only as long as needed for the stated purposes and is then securely deleted unless longer retention is required by law or consented to. If personal data is transferred outside the EEA, it is protected to a level at least equivalent to GDPR standards. Technical and organisational safeguards are reviewed and updated regularly. This website is not intended for people under 18, and the company does not knowingly collect data about children.