Client Service Executive

Jobtailor; Greater London; On-site; GBP 28,000 - 36,000; Full time

Job summary

Jobtailor is seeking a junior-to-mid-level onboarding specialist to support clients through registration, KYC, platform setup and first trades. You will liaise with clients, partners and internal teams to ensure a smooth onboarding journey and timely responses to routine queries.

You will handle client records in the CRM, contribute to reporting and participate in platform demonstrations and refresher sessions.

Qualifications

• Excellent client-service and communication skills.
• Highly organized, responsive and comfortable managing multiple requests.
• Confident working with clients, partners and internal teams.
• Able to take ownership of issues and coordinate them through to resolution.
• A basic understanding of FX products, payments, trading processes and KYC would be beneficial.
• Previous CRM experience is helpful.
• Junior-to-mid-level operational experience.

Responsibilities

• Assist the client journey from registration through KYC approval, platform setup and first trade.
• Contact and follow up with new inbound clients promptly.
• Act as the link between clients, partners and the KYC/Compliance team.
• Keep clients and partners informed about onboarding progress.
• Handle routine payment and settlement queries, escalating where necessary.
• Provide basic platform demonstrations and refresher sessions.
• Re-engage approved or dormant clients who have not started trading.
• Coordinate routine client reporting and operational requests.
• Maintain accurate and up-to-date client records in the CRM.
• Work closely with Sales, Partnerships, Trading, Compliance and Operations to ensure nothing falls through the gaps.
• Act as the first point of contact for routine client, payment and onboarding queries

Skills

Client-service

Communication

CRM experience

KYC understanding

Operational experience

Tools

CRM

Job description

• Assist the client journey from registration through KYC approval, platform setup and first trade
• Contact and follow up with new inbound clients promptly
• Act as the link between clients, partners and the KYC/Compliance team
• Keep clients and partners informed about onboarding progress
• Handle routine payment and settlement queries, escalating where necessary
• Provide basic platform demonstrations and refresher sessions
• Re-engage approved or dormant clients who have not started trading
• Coordinate routine client reporting and operational requests
• Maintain accurate and up-to-date client records in the CRM
• Work closely with Sales, Partnerships, Trading, Compliance and Operations to ensure nothing falls through the gaps
• Act as the first point of contact for routine client, payment and onboarding queries

Requirements

• Excellent client-service and communication skills
• Highly organised, responsive and comfortable managing multiple requests
• Confident working with clients, partners and internal teams
• Able to take ownership of issues and coordinate them through to resolution
• A basic understanding of FX products, payments, trading processes and KYC would be beneficial
• Previous CRM experience is helpful
• Junior-to-mid-level operational experience

Core Competencies

Demonstrates strong client-service and communication skills while effectively managing multiple requests and coordinating operational processes. Proficient in maintaining client records and facilitating onboarding, with a foundational understanding of FX products and KYC compliance.

Highest-signal resume keywords

• Client-Service Skills
• Communication Skills
• CRM Experience
• KYC Understanding
• Operational Experience

ATS Optimization Keywords

Hard Skills

• KYC
• FX Products
• Payments
• Trading Processes
• Client Reporting

Soft Skills

• Highly Organised
• Responsive
• Ownership
• Coordination

Industry Keywords

• Onboarding
• Client Journey
• Payment Queries
• Settlement Queries

Tools & Technologies

• CRM