Client Service Leader Jobs
Client service leader jobs are open across financial services, healthcare, insurance, and technology, at every level from associate to senior and director, with specializations in account management, customer success, and relationship management. See the openings below and apply to the ones that match your experience.
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At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
Client Service Team Leader – Alternatives
Position Overview:
The Client Service Team Leader-Alts directs the client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues. The individual focuses on the oversight of the fund accounting, administration and custody disciplines and the applicable product offering for assigned client relationships. S/he manages day-to-day aspects of client relationships and performs oversight of core product functions as required to support high client satisfaction. S/he will be responsible for managing client service supervisors and will deputize for the Client Service Manager, in their absence.
Key Responsibilities:
- The team leader will be responsible (with the BBH operational team and the client) to resolve complex and judgmental accounting issues. The team leader had to apply judgment both in resolving the technical matters that arise and the appropriate degree of escalation required to resolve any issues.
- The department is responsible for overall client service as well as the oversight of operations carried out by other office locations. A key element to overall client service is the timely and accurate completion of all deliverables e.g. net asset value calculation, regulatory reporting. The team leader is responsible for planning the resources of the team to meet all deadlines, monitoring the status of all deliverables and resolving / escalating any delays or issues that occur.
Internally:
- Daily management of team members (client service supervisors, senior representatives and representatives) and contact with direct manager (client service manager)
- Regular interaction with both departmental management and teams from other service lines engaged in the overall service off to the client
Interaction with internal risk / compliance functions as necessary
Externally:
- Regular client contact from day-to-day calls / emails, being a point of ad-hoc escalation and regular client meetings / calls
- Point of contact for the client’s auditors
- The team leader is responsible for the day-to-day supervision of a small team (5 – 10) including review of their work and following up on the status of deliverables and deadlines. The team leader is also responsible for the management of those team members i.e. planning, coaching, goal setting and evaluation.
Job Duties:
- Client Service
- Interpret, review and revise guidelines and policies to enhance team effectiveness
- Provide filtering and escalation for client requests; Serve as an escalation point for client service issues and deliverables
- Work closely with Client Service Managers to stay abreast of client goals and identify opportunities to expand client relationships
- Establish appropriate contacts within client organizations and internal departments
- Build overall credibility and foster trust with clients
- Lead and assist in implementing the coordination of new business and product implementations and conversions
- Industry Knowledge
- Maintain deep subject matter expertise in one of the core functions of service delivery – i.e. fund accounting or custody – and an in-depth working knowledge of the other and in-depth working knowledge of all other relevant service offerings (e.g. transfer agency, domiciliation and corporate secretarial, expense management etc.). Relevant knowledge of the core functions includes:
- Fund accounting:
o Knowledge of and practical experience with general ledger systems including partnership accounting
o Knowledge of alternative funds (e.g. real estate, private equity, debt funds) structures
o Knowledge is required of consolidations, group structures and consolidation systems
o Relevant IFRS and local GAAP knowledge
o Experienced in preparation of consolidated IFRS financial statements
o Knowledge of alternative fund specific investor reporting standards (e.g. INREV, ILPA)
Custody:
o Knowledge of relevant regulatory framework under which depositary / custody duties are performed – i.e. local regulations and AIFMD
Salary Range
$85,000 - $130,000 + annual target bonus
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.
About BBH:
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
Client Service Team Leader – Alternatives
Position Overview:
The Client Service Team Leader-Alts directs the client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues. The individual focuses on the oversight of the fund accounting, administration and custody disciplines and the applicable product offering for assigned client relationships. S/he manages day-to-day aspects of client relationships and performs oversight of core product functions as required to support high client satisfaction. S/he will be responsible for managing client service supervisors and will deputize for the Client Service Manager, in their absence.
Key Responsibilities:
- The team leader will be responsible (with the BBH operational team and the client) to resolve complex and judgmental accounting issues. The team leader had to apply judgment both in resolving the technical matters that arise and the appropriate degree of escalation required to resolve any issues.
- The department is responsible for overall client service as well as the oversight of operations carried out by other office locations. A key element to overall client service is the timely and accurate completion of all deliverables e.g. net asset value calculation, regulatory reporting. The team leader is responsible for planning the resources of the team to meet all deadlines, monitoring the status of all deliverables and resolving / escalating any delays or issues that occur.
Internally:
- Daily management of team members (client service supervisors, senior representatives and representatives) and contact with direct manager (client service manager)
- Regular interaction with both departmental management and teams from other service lines engaged in the overall service off to the client
Interaction with internal risk / compliance functions as necessary
Externally:
- Regular client contact from day-to-day calls / emails, being a point of ad-hoc escalation and regular client meetings / calls
- Point of contact for the client’s auditors
- The team leader is responsible for the day-to-day supervision of a small team (5 – 10) including review of their work and following up on the status of deliverables and deadlines. The team leader is also responsible for the management of those team members i.e. planning, coaching, goal setting and evaluation.
Job Duties:
- Client Service
- Interpret, review and revise guidelines and policies to enhance team effectiveness
- Provide filtering and escalation for client requests; Serve as an escalation point for client service issues and deliverables
- Work closely with Client Service Managers to stay abreast of client goals and identify opportunities to expand client relationships
- Establish appropriate contacts within client organizations and internal departments
- Build overall credibility and foster trust with clients
- Lead and assist in implementing the coordination of new business and product implementations and conversions
- Industry Knowledge
- Maintain deep subject matter expertise in one of the core functions of service delivery – i.e. fund accounting or custody – and an in-depth working knowledge of the other and in-depth working knowledge of all other relevant service offerings (e.g. transfer agency, domiciliation and corporate secretarial, expense management etc.). Relevant knowledge of the core functions includes:
- Fund accounting:
o Knowledge of and practical experience with general ledger systems including partnership accounting
o Knowledge of alternative funds (e.g. real estate, private equity, debt funds) structures
o Knowledge is required of consolidations, group structures and consolidation systems
o Relevant IFRS and local GAAP knowledge
o Experienced in preparation of consolidated IFRS financial statements
o Knowledge of alternative fund specific investor reporting standards (e.g. INREV, ILPA)
Custody:
o Knowledge of relevant regulatory framework under which depositary / custody duties are performed – i.e. local regulations and AIFMD
Salary Range
$85,000 - $130,000 + annual target bonus
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.
About BBH:
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.Client Service Leader Jobs by Experience Level
See All 14 Client Service Leader Jobs
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Find Client Service Leader JobsClient Service Leader Job Market
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in client service leader jobs.
- Three to seven years of client-facing account management or relationship management experience
- Demonstrated ability to retain, grow, and renew accounts within a defined portfolio
- Proficiency with CRM platforms to track activity, pipeline, and client health
- Strong executive communication and presentation skills for C-suite stakeholder interactions
- Bachelor's degree in business, communications, or a related field
- Experience collaborating cross-functionally with sales, product, and operations teams
Tips for Your Client Service Leader Job Search
Quantify retention and revenue metrics specifically
Client service leader resumes that show concrete outcomes, like client retention rates, revenue protected, or portfolio growth, outperform those listing only duties. Pull numbers from your CRM reports or quarterly business reviews and lead each bullet with the result.
Apply early to roles that fit
Migrate Mate lists client service leader openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by client tier not just industry
Many client service leader roles are defined by the size of the book of business managed, not the industry. Filter your search by enterprise, mid-market, or SMB language in job descriptions to find the tier that matches your actual experience.
Prepare a client escalation story for interviews
Hiring managers in this field almost always ask how you handled a deteriorating client relationship. Prepare a specific story with the trigger, your response, and the measurable outcome. Vague answers about communication skills rarely advance candidates past the first round.
Align your credentials to the client vertical
If you're moving from banking to healthcare or insurance, map your existing certifications or continuing education to the target vertical before applying. Hiring managers weigh domain knowledge heavily, and a brief note in your cover letter on that translation shortens their evaluation time.
Negotiate scope not just compensation
When you receive an offer, clarify the size and complexity of the client portfolio you'll own from day one. Book-of-business size, existing escalations, and onboarding support all affect your success and are negotiable before you sign.
Client Service Leader Jobs: Frequently Asked Questions
Which companies are hiring the most client service leaders?
The most active employers for client service leaders right now are Apex Companies, CSC, and WSP, and the most openings are in Massachusetts, California, and Hawaii, based on current listings on Migrate Mate as of November 2026. Financial services, insurance, and enterprise technology companies consistently post the highest volume of these roles.
How many client service leader jobs are remote?
About 75% of client service leader openings are fully remote or hybrid as of November 2026, though availability varies by industry and account complexity. Customer success and SaaS-focused client service roles tend to offer the most remote flexibility, while roles managing large enterprise or regulated-industry accounts more often require on-site or regional presence.
How do you become a client service leader?
Start by building several years of direct client-facing experience in account management, customer success, or service delivery. Develop a record of owning client relationships through renewals, escalations, and growth conversations. Move into roles with increasing portfolio complexity, then step into a leadership title by demonstrating you can manage both client outcomes and junior team members simultaneously.
Can you get a client service leader role without direct leadership experience?
Yes, especially at smaller companies or in high-growth environments where the title reflects portfolio ownership rather than people management. Emphasize the complexity and size of client accounts you've owned, any informal mentoring you've done, and your ability to coordinate internal teams to deliver for clients. Those experiences translate directly to the leadership expectations in many postings.
What does the client service leader interview process look like?
Most processes include an initial screening call, a competency-based interview focused on client retention and escalation scenarios, and a final round with a senior leader or panel. Some employers add a case study or presentation where you walk through how you'd approach inheriting a troubled account. References focused on client outcomes are commonly requested before an offer.
Where can I find and apply to client service leader jobs?
You can find and apply to client service leader jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and industry background, then apply directly to each listing that fits.
See All 14 Client Service Leader Jobs
Find roles that match your experience and apply in just a few clicks.
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