Client Services Executive ( Finance)

Love Success; Greater London; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Supportive team environment

Opportunity to develop financial knowledge

Exposure to a range of tasks

Job summary

A growing company in financial technology is seeking a Client Services Executive to support clients and users across their product suite. The role involves acting as a point of contact for client inquiries, onboarding new clients, and ensuring smooth delivery of services. An ideal candidate is proactive, detail-oriented, and has strong communication skills. This full-time position offers opportunities for career growth within a supportive team environment.

Qualifications

• Proactive and positive attitude.
• Ability to follow procedures accurately.
• Comfortable working with numbers and data-driven tasks.
• Comfortable working with numbers and data-driven tasks.
• Capable of understanding technical financial products (training provided)

Responsibilities

• Act as a point of contact for client queries.
• Maintain and update client data using internal systems.
• Assist with onboarding new clients.
• Help manage regular operational tasks.
• Support internal teams on various projects and service improvements.
• Troubleshoot routine issues and escalate where necessary

Skills

Excellent communication skills

Attention to detail

Time management

Data handling

Proficient in Microsoft Excel

Tools

Microsoft Excel

Job description

Get AI-powered advice on this job and more exclusive features.

This range is provided by Love Success. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Love Success

We are currently recruiting for a Client Services Executive to join a small but friendly team within a growing company that provides specialist investment systems and tools to clients in the finance and banking sector. Due to continued growth and product expansion, the business is looking to strengthen its client-facing operations team.

About the Role

As a Client Services Executive, you will be part of the team responsible for supporting clients and users across the company’s core product suite. You will help ensure smooth delivery of services, respond to client enquiries, and contribute to the ongoing success of business operations. This is an exciting opportunity for customer focussed and detail-oriented individual who enjoys working in a collaborative environment and is looking to grow their career in financial technology.

Key Responsibilities

• Act as a point of contact for client queries and provide timely, accurate support
• Use internal systems to maintain and update client data and product information
• Assist with onboarding new clients and ensuring they are well-supported
• Help manage regular operational tasks and ensure deadlines are met
• Support internal teams on various projects and service improvements
• Troubleshoot routine issues and escalate where necessary

What We’re Looking For

• A proactive and positive individual with excellent communication skills
• Strong attention to detail and the ability to follow procedures accurately
• Organised, with good time management and the ability to prioritise
• Comfortable working with numbers and data-driven tasks
• Capable of understanding technical financial products (training provided)
• Proficient with Microsoft Excel and open to learning new systems

What’s on Offer

• A supportive and close-knit team environment
• The opportunity to develop knowledge of financial products and systems
• Exposure to a wide range of tasks and responsibilities
• A company culture that encourages learning and growth

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Staffing and Recruiting and Financial Services

Referrals increase your chances of interviewing at Love Success by 2x

Get notified about new Client Services Executive jobs in Greater London, England, United Kingdom.

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 2 weeks ago

GUCCI Client Engagement Manager - Northern Europe

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

EverWell - Customer Support Specialist (Remote, UK)

London, England, United Kingdom 1 day ago

Client Service Administrator - Bond Street 1

London, England, United Kingdom 5 days ago

London, England, United Kingdom 5 days ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 4 days ago

London, England, United Kingdom 5 days ago

London, England, United Kingdom 2 weeks ago

Ealing, England, United Kingdom 3 weeks ago

Rainham, England, United Kingdom 2 weeks ago

London, England, United Kingdom 5 days ago

Customer Experience Agent (Technical Support)

London, England, United Kingdom 3 weeks ago

Greater London, England, United Kingdom 4 days ago

London, England, United Kingdom 6 hours ago

London, England, United Kingdom 6 days ago

Greater London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 month ago

Sidcup, England, United Kingdom 4 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 2 weeks ago

Greater London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 hour ago

Customer Service Representative Agent Work From Home - Part-Time Focus Group Panelist

London, England, United Kingdom 2 days ago

Customer Service Advisor - Energy (London)

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 week ago

London, England, United Kingdom 3 days ago

Call Center Representative Agent Work From Home - Part-Time Focus Group Panelist

London, England, United Kingdom 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.