Strategic Client Success Manager - Fintech & Trading

VirPoint Trading; Greater London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading fintech company in Greater London is seeking an experienced account manager to serve as the primary point of contact for high-value clients. The role involves onboarding clients, managing relationships, and ensuring maximum satisfaction while leveraging trading platform tools. Ideal candidates will have 2–3 years in account management or fintech, strong communication skills, and a proactive client-first approach. This position offers the opportunity to work closely with high-net-worth clients.

Qualifications

• 2–3 years in account management, fintech, or customer success.
• Strong understanding of trading platforms and financial instruments.
• Comfortable communicating with high-net-worth clients.

Responsibilities

• Onboard and educate new clients on platform features.
• Manage client relationships and act as the voice of the customer.
• Handle inquiries and coordinate with support and trading teams.
• Identify upsell and retention opportunities.
• Monitor client activity and ensure satisfaction.

Skills

Excellent communication skills

Client-focused mindset

Problem-solving skills

Job description

A leading fintech company in Greater London is seeking an experienced account manager to serve as the primary point of contact for high-value clients. The role involves onboarding clients, managing relationships, and ensuring maximum satisfaction while leveraging trading platform tools. Ideal candidates will have 2–3 years in account management or fintech, strong communication skills, and a proactive client-first approach. This position offers the opportunity to work closely with high-net-worth clients.