Client Services Executive(Finance Systems) to £33,000

Love Success plc; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A growing financial technology firm in London is seeking a Client Services Executive to join their team. This role involves supporting clients, managing data, and assisting with onboarding new clients. The ideal candidate will have strong communication skills, attention to detail, and a positive attitude. The company fosters a supportive environment that encourages professional growth and offers exposure to a variety of responsibilities.

Benefits

Supportive team environment

Opportunities for career development

Exposure to a range of tasks

Qualifications

• Proactive and positive individual with a focus on client service.
• Ability to understand technical financial products with training provided.
• Organized and capable of managing data-driven tasks.

Responsibilities

• Serve as a point of contact for client queries and support.
• Maintain and update client data in internal systems.
• Assist with onboarding new clients and ensuring their support.
• Manage operational tasks and ensure deadlines are met.
• Support internal teams on various projects.

Skills

Excellent communication skills

Attention to detail

Time management

Proficiency with Microsoft Excel

Job description

Location: East Sheen / Mortlake

Hours: 08-17/ 09- 18

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

Love Success is a top recruitment agency based in London, dedicated to connecting exceptional administrative and office support staff with the leading businesses across London and the UK. Whether you're a candidate seeking Personal Assistant roles in London or an employer looking to hire administrative and office support staff, our agency provides high-quality recruitment services tailored to your needs.

At Love Success, we champion diversity, equity, and inclusion, embedding these values into every aspect of our operations. Our unwavering commitment to these principles is evident in our recruitment practices and our comprehensive training and development programs. We partner with organisations that share our dedication to fostering diverse and inclusive workplaces, where individuals can be their true selves in the workplace. Together, we strive to promote equality and create opportunities for all.

Love Success is proud to serve as an Employment Agency for this vacancy.