Client Experience Specialist — Onboarding & Support

alt21; Amsterdam; On-site; EUR 30,000 - 42,000; Full time

Job summary

ALT 21 is seeking a Client Services Executive to manage the operational relationship between our clients and internal teams across Sales, Partnerships, Compliance, Payments, Trading and Operations.

From registration and onboarding through to first payment and trade, you will be the first point of contact for routine client, payment and onboarding queries, ensuring smooth journeys and accurate CRM records.

Qualifications

• Excellent client-service and communication skills.
• Highly organised, responsive and comfortable managing multiple requests.
• Confident working with clients, partners and internal teams.
• Able to take ownership of issues and coordinate them through to resolution.
• A basic understanding of FX products, payments, trading processes and KYC would be beneficial.

Responsibilities

• Assist the client journey from registration through KYC approval, platform setup and first trade.
• Contact and follow up with new inbound clients promptly.
• Act as the link between clients, partners and the KYC/Compliance team.
• Keep clients and partners informed about onboarding progress.
• Handle routine payment and settlement queries, escalating where necessary.
• Provide basic platform demonstrations and refresher sessions.
• Re-engage approved or dormant clients who have not started trading.
• Coordinate routine client reporting and operational requests.
• Maintain accurate and up-to-date client records in the CRM.
• Work closely with Sales, Partnerships, Trading, Compliance and Operations to ensure nothing falls through the gaps.

Skills

Client service

Communication

Organisation

Ownership

KYC basics

CRM software

Tools

CRM software

Job description

ALT 21 is seeking a Client Services Executive to manage the operational relationship between our clients and internal teams across Sales, Partnerships, Compliance, Payments, Trading and Operations.

From registration and onboarding through to first payment and trade, you will be the first point of contact for routine client, payment and onboarding queries, ensuring smooth journeys and accurate CRM records.