Client Service Lead

Cornspring • New York, NY

2d • $120,000 - $150,000 • Hybrid

About The Position

Cornspring is an innovative FinTech start-up with a mission to empower Family Offices and Asset Owners with real-time, AI-driven data intelligence and portfolio insights. We are tackling one of the most complex and valuable challenges in finance. Our clients operate at the highest levels of global markets, managing billions in assets, yet they remain constrained by legacy systems that are slow, fragmented, and outdated. Cornspring is redefining Family Office services by applying state-of-the-art generative AI and Large Language Models to investment, accounting, and operational data. Our platform delivers faster insights, greater transparency, and entirely new ways of interacting with financial information.

We are launching operations in New York, and we need someone to own the client’s lived experience of the data on our platform and our service delivery to clients. You will be our first hire in this function in our NYC office. You will be responsible for the end-to-end stewardship of assigned clients' service relationship from data onboarding through to service delivery, ensuring accuracy, continuity, responsiveness, and confidence in Cornspring’s service. As the "custodian of client trust", you will make sure that client trust increases over time, not just satisfaction scores. You will ensure that all clients receive the same level of professionalism, care, responsiveness, diligence and escalation seriousness. Overall, this role would suit a hands-on person with excellent communication and interpersonal skills, someone analytical, who is comfortable with finding solutions.

Requirements

• 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 credible with investment and accounting operations staff at family offices, especially when working with CFO, CIO and Head of Operations profiles.
• Ability to maintain calm judgment under ambiguity.
• Ability to explain complex data behavior simply.
• Must have the right to work in the US - no visa sponsorship can be provided.

Responsibilities

• 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

Benefits

• Base salary of $120,000 - $150,000
• 401(k)
• Healthcare insurance
• 15 vacation days per year
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed