Leading the Client Service Team

In-person teaching Classroom
Exclusive online content Webinar

In this Leading the Client Service Team course, you will learn key leadership techniques and strategies ​that create client service excellence in in the banking environment. ​

By the end the end of this course, you will be able to inspire, model and coach your teams ​to achieve the highest standards of client service.


This course is for client service heads/ team leaders, global/ regional/ country head of service.

Learning Outcomes

  • Lead their teams to enhanced service success​
  • Apply the critical behaviours needed by the client manager to create client delight​
  • Coach team members so that skills learned are applied in their everyday work

Course Content

  • Leading the Client Service team​
  • Getting the relationship off to a great start: Gaining client confidence and managing expectations in a regulated environment​
  • Managing activities and resources​
  • Coaching role of the service manager​
  • Inspiring your team to deliver great service in a competitive and resource limited environment


of our clients would recommend Alpha to a colleague or peer


of a cohort was promoted within 2 years after participating in an Alpha course.


of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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