Client Services Executive

Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They’re now looking for a Client Service Executive to join their team.

This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. You’ll be the first point of contact for clients, providing expert support and building strong, lasting relationships.

Key Responsibilities:

• Provide prompt and effective assistance for online platform queries.
• Support clients with currency trade execution and ensure accuracy.
• Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.
• Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.
• Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.
• Manage client accounts, monitor progress, and address concerns proactively.
• Prepare and deliver reports, proposals, demos, and training sessions.
• Identify upselling and cross-selling opportunities to enhance client relationships.

Experience required:

• 1–3+ years in a client-facing or customer service role.
• Strong communication and problem-solving skills.
• Detail-oriented, especially with financial data.
• Experience in Fintech or financial services is a plus.