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Client Service Executive

Grafton Recruitment International

High Wycombe

On-site

GBP 30,000 - 40,000

Full time

13 days ago

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Job summary

A fast-growing Fintech company is seeking a Client Service Executive to enhance client relationships and support their financial solutions. This role involves resolving queries, executing currency trades, and proactively addressing client needs. If you have a passion for client success and Fintech, this opportunity could be perfect for you.

Qualifications

  • 1-3+ years in a client-facing or customer service role.
  • Strong communication and problem-solving skills.
  • Experience in Fintech or financial services is a plus.

Responsibilities

  • Provide prompt assistance for online platform queries.
  • Manage client accounts and ensure service delivery.
  • Identify upselling and cross-selling opportunities.

Skills

Communication
Problem Solving
Detail-oriented

Job description

Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They're now looking for a Client Service Executive to join their team.

This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. You'll be the first point of contact for clients, providing expert support and building strong, lasting relationships.

Key Responsibilities:

  • Provide prompt and effective assistance for online platform queries.
  • Support clients with currency trade execution and ensure accuracy.
  • Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.
  • Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.
  • Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.
  • Manage client accounts, monitor progress, and address concerns proactively.
  • Prepare and deliver reports, proposals, demos, and training sessions.
  • Identify upselling and cross-selling opportunities to enhance client relationships.

Experience required:

  • 1-3+ years in a client-facing or customer service role.
  • Strong communication and problem-solving skills.
  • Detail-oriented, especially with financial data.
  • Experience in Fintech or financial services is a plus.We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.
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