Client Executive Sales Trading

IG Group

Greater London

Hybrid

GBP 45,000 - 70,000

Full time

6 days ago
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Benefits offered by this job

Competitive salary
Private medical cover for you and your
Family
Life insurance
Gym memberships
Birthday day off
Buy/sell holiday days
Onboarding and parental pay

Job summary

IG Group is seeking a Client Executive Sales Trading professional to deliver premium service and build lasting relationships with premium clients. You will respond quickly to inquiries, coordinate cross-functional support, and uphold top-tier service standards during trading hours.

You will identify growth opportunities, log activities in the CRM, and collaborate with sales colleagues to optimize client outcomes while maintaining strong client accessibility and trust.

Qualifications

  • Experience in client service or account management within financial services.
  • Understanding of trading products, platforms, and market dynamics.
  • Proficiency with CRM systems and service-management tools.

Responsibilities

  • Serve as primary service contact for premium clients via multiple channels.
  • Coordinate with Dealing, Product, and Operations to resolve issues.
  • Monitor client health indicators and escalate retention risks.
  • Maintain accurate client records in CRM with interaction history.

Skills

Client service
Account management
Financial services
CRM systems
Communication

Education

Bachelor's degree preferred

Tools

CRM software

Job description

## Client Executive Sales TradingApply: City of London - United Kingdom: Full time: Posted Today: End Date: November 15, 2026 (6 days left to apply): R\\_18110**Job Title**Client Executive Sales Trading**Job Description****Who are we?**IG Group is a FTSE 100 fintech operating across five continents, serving over 1.4m customers and handling billions of dollars in transactions – built on scale, trust, and proof. We didn't pivot to innovation; it's how we've always operated. What that means for the people who work here is real: genuinely complex problems to solve, the technology and resources to tackle them properly, and the kind of scope that's rare inestablished businesses.The bar is high - bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next.Join us at IG – the future gets built here. **Your team**Joining our close-knit Client Executive team, you’ll report into our Team Lead - Sales Trading to deliver service excellence through consistent desk coverage, rapid response times, and high client satisfaction. **Your role in the Team’s Success**You'll serve as a primary service contact for premium clients, ensuring seamless support while identifying natural opportunities for client growth and retention during service interactions. This is about building the foundation for lasting client relationships through outstanding service delivery and relationship depth. **What will you do?** **1. Premium Service Delivery** * Serve as primary service contact for your portfolio and respond promptly to client inquiries, issues, and service requests via multiple channels (phone, email, video, messaging)* Coordinate with Dealing, Product, and Operations teams to resolve client issues effectively* Monitor client health indicators and escalate retention risks to senior Client Executives* Maintain accurate, comprehensive client records in CRM with detailed interaction history **2. Team-Based Service Excellence** * Contribute to overall team SLA performance and desk coverage excellence* Achieve strong personal availability metrics (on queue %) and demonstrate commitment to client accessibility* Participate in desk coverage schedule to ensure premium client accessibility during trading hours and peak periods* Work collaboratively to achieve team-based service targets and maintain accountability for premium service standards* Share best practices and support peers during high-volume periods to maintain service standards **3. Client Satisfaction & Relationship Building** * Achieve high client satisfaction (CSAT) scores through responsive, professional service* Conduct regular check-ins with assigned clients to assess satisfaction and needs* Provide market updates, platform guidance, and product education as appropriate* Address client concerns promptly and escalate appropriately when needed* Build client loyalty through consistent positive interactions and exceptional service experiences **4. Commercial Value-Add** * Identify cross-selling and upsell opportunities naturally during service interactions* Recognise opportunities for product education and expansion aligned to client needs* Communicate client growth opportunities to Sales Client Executives for follow-up* Generate referrals through exceptional client experience* Log opportunities using task-based system for tracking while maintaining service-first approach **What you’ll need for this role:** **1. Experience & Education** * Demonstrable experience in client service, account management, or financial services* Understanding of trading products, platforms, and market dynamics* Experience working in regulated financial environments (preferred)* Proficiency with CRM systems and service management tools* Bachelor's degree preferred **2. Personal Attributes** * Strong client-centric mindset and ability to problem-solve* Excellent communication skills across phone, email, video, and messaging platforms suitable for high-net-worth client interactions* Ability to manage multiple priorities and maintain composure under pressure* Commitment to desk coverage and team-based service delivery* Commercial awareness: ability to recognise opportunities without compromising service focus* Collaborative team player who contributes to collective service excellence* Professional demeanour and ability to build credibility with premium clients # **The Perks**It really is more than a job. We think like a start-up, but we deliver like a FTSE 100 — so the bar is high, and we won't pretend otherwise. We work hybrid, which means three days in the office. We’ll recognise your talent and make sure that you can still have a life – at work, and outside of it. Networks, committees, awards, sports and social clubs, mentorships, volunteering opportunities, extra time off... the list goes on.* Competitive salary* Flexible Benefits Package on top of your salary (12%)* Private medical cover for you and your family* Life insurance* Contribution to gym memberships* 25 Days holiday, with 1 additional day off to celebrate your Birthday & 2 additional days off a year for voluntary work (28 in total)* The option to buy or sell holiday days* A comprehensive global and local onboarding process* Enhanced primary (maternity), secondary (paternity), and shared parental pay and leave, as well as a range of support and benefits for parentsLearn more about the Perks here! **Number of openings**1
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