Best Client & Customer Service Leadership

HOW DO I ENTER?

Visit our 'How to Enter' page for our Items Checklist & Step-by-Step Guide. CLICK HERE.

Once you have created your PDF submission and you have all items in the Items Checklist, submit your entry via the Online Entry Form. CLICK HERE.

This award is open to any female client services or customer experience professional working in financial services who, over the past 18 months, has played a key leadership role in elevating client satisfaction, improving service delivery, or enhancing customer relationship strategies. Entrants can be nominated by themselves or by a third party, but please ensure you have their permission to do so. Entry is by a 5-page A4 PDF submission; the judges will be looking for a clear plan and evidence that it is delivering on core objectives, paying attention to the criteria listed below.

  • Career Summary: Provide a succinct overview of their career and qualifications. Showcase their evolution as a client or customer service leader in the financial services industry, including relevant roles, milestones, and areas of specialisation.
  • Contributions & Achievements: Summarise the contributions the person has made to client experience, customer retention, or service excellence. This could include improvements to customer journey design, satisfaction scores (e.g., NPS), onboarding processes, or loyalty initiatives.
  • Sample Projects/Initiatives: Highlight any recent projects or initiatives they were heavily involved in over the past 18 months—in the context of client or customer service within financial services—and quantify their success with measurable outcomes, such as reduced churn, increased satisfaction metrics, or enhanced engagement levels.
  • Leadership: Outline how the individual has displayed strong leadership qualities, excellent communication skills, commitment, and enthusiasm for the role. Showcase their ability to lead service teams, manage high-value client relationships, and embed a customer-first culture.
  • Supporting Facts & Statements: Include any other statements or facts that support the entry, including a supporting letter from a more senior figure within your own company or a client’s. Testimonials from customers, internal stakeholders, or partners may also be included if relevant.