Senior Client Services Officer

Michael Page (UK); City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in the City of London is seeking a Senior Client Services Officer to implement account strategies and enhance service delivery. The role involves managing teams, preparing reports, and driving efficiencies within a dynamic environment. Ideal candidates should have experience in client/account services within financial services and possess strong interpersonal and organisational skills. Competitive salary and extensive benefits package offered.

Benefits

Private healthcare for employee and family

Cycle-to-work scheme

Quarterly team celebrations

Sponsored training and development

25 days paid annual leave

Enhanced maternity/paternity policies

Access to gym and Friday-drinks bar onsite

Qualifications

• Substantive experience at senior level in a client/account services team in financial services, ideally in FX or brokerage.
• Comfortable influencing senior stakeholders and working under pressure.
• Strong attention to detail and process-driven change leadership.

Responsibilities

• Implement account strategies and maintain ongoing account operations.
• Drive process improvements and manage team workload.
• Prepare performance reports and align service delivery with strategy.
• Use CRM tools to generate reporting and uncover trends.

Skills

Client service experience

Interpersonal skills

Organisational skills

Process improvement

Multitasking

Job description

About Our Client

The client is a financial services firm in the City of London. It provides cross-border FX solutions, global bank accounts and services to corporations and investment funds across Europe. The firm is undergoing an acquisition, signalling a strategic transformation that could bring expanded global reach and growth potential.

Job Description

The duties of the Senior Client Services Officer include:

• Working with Client Service Managers, Relationship Partners and the Accounts team to implement account strategies, configure accounts, execute deals/transactions and maintain ongoing account operations.
• Promoting a culture of continuous improvement, identifying process gaps and proactively driving innovations and efficiencies.
• Leading initiatives aligned with departmental and business KPIs, proposing and implementing process improvements.
• Managing team diaries, workload allocation, delegation, and ensure tasks and training are completed.
• Preparing monthly and quarterly performance reports for leadership, aligning service delivery with commercial strategy.
• Using CRM tools and internal data to generate dynamic reporting, uncover trends and identify opportunities for clients or partners.
• Coordinating cross-practice training workshops and support team development plans.

The Successful Applicant

The ideal candidate would have substantive experience at senior level within a client/account services team in the financial services sector - ideally in FX, brokerage or corporate services. They should be comfortable influencing senior stakeholders and working under pressure, with strong organisational skills and the capacity to juggle multiple tasks to tight deadlines. Proactive, diligent, commercially minded, with excellent interpersonal skills, strong attention to detail, and a willingness to step outside comfort zones and lead process-driven change.

What's on Offer

The Senior Client Services Officer role comes with a competitive salary, private healthcare (for employee and family) from day one, a cycle-to-work scheme, quarterly team celebrations, sponsored training and development, 25 days paid annual leave plus public holidays each year, enhanced maternity/paternity policies, and access to a gym and Friday-drinks bar onsite.