Client Service Executive

Grafton Recruitment International; High Wycombe; On-site; GBP 30,000 - 40,000; Full time

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.