Client Services Executive

Client Services Executive

Full-Time 63000 - 77000 £ / year (est.) Home office (partial)
FY Recruitment

At a Glance

  • Tasks: Support strategic projects and build relationships with senior stakeholders in financial services.
  • Company: Innovative financial services firm at the forefront of technology and operations.
  • Benefits: Competitive salary, performance bonus, hybrid working, and excellent career growth.
  • Other info: Collaborative team culture with opportunities for personal and professional development.
  • Why this job: Gain exposure to senior leaders and work on impactful projects in a dynamic start-up environment.
  • Qualifications: STEM degree and experience in client servicing within financial services.

The predicted salary is between 63000 - 77000 £ per year.

Enhance your career at the intersection of operations, technology, financial services and innovation. Are you a bright, ambitious STEM graduate with a couple of years’ experience in financial services? Are you looking for a role where you'll gain exposure to senior leaders, cutting-edge technology, government and the wider financial services sector? This opportunity is ideal for a commercially minded STEM graduate who has gained experience in a client servicing role within the financial services sector and is now looking to broaden their experience across operations, strategy and innovation.

Our client is a privately funded organisation operating at the forefront of financial services, technology and innovation. Working alongside leading financial institutions, government and the UK's innovation ecosystem, they're helping shape the future of the industry. With a collaborative team of around 10 people, this is a genuine start-up environment where you'll take on meaningful responsibility from day one and work closely with the CEO, COO and Head of Strategic Initiatives.

The Opportunity

As Client Services Executive, you'll support strategic projects, coordinate programmes, prepare executive presentations and briefing materials, conduct market research and help build relationships with senior stakeholders across government, financial services, technology and investment. This is an exceptional opportunity for someone who enjoys technology but wants to work on the commercial, strategic and operational side of innovation.

About You

  • A STEM or other analytical degree.
  • Around two years' experience in a client servicing role within financial services.
  • A commercial mindset and an interest in technology, fintech and innovation.
  • Excellent communication, presentation and organisational skills.
  • The confidence to build relationships with senior stakeholders.
  • A proactive, entrepreneurial approach and a willingness to take ownership.
  • Experience of the UK fintech or regulatory landscape would be advantageous but isn't essential.

What's On Offer

  • £38,000–£42,000 salary
  • Performance bonus and excellent benefits
  • Hybrid working (2 days per week)
  • Direct exposure to senior leaders and high-profile strategic initiatives
  • A genuine opportunity to accelerate your career within a fast-growing organisation

Client Services Executive employer: FY Recruitment

Join a dynamic team as an Executive Assistant where you will play a pivotal role in supporting senior partners and coordinating key mandates. Our company fosters a collaborative work culture that prioritises employee growth, offering ample opportunities for professional development and advancement. Located in a vibrant area, we provide a competitive salary of £45,000 a year along with a supportive environment that values your contributions and encourages innovation.

FY Recruitment

Contact Details:

FY Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Services Executive

Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like FY Recruitment. You never know who might be your next boss or a crucial contact!

Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from FY Recruitment.

Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like FY Recruitment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Client Services Executive

Client Servicing
Financial Services Knowledge
Market Research
Executive Presentation Skills
Stakeholder Management
Communication Skills
Organisational Skills

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in FY Recruitment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show FY Recruitment how you can be a team player!

How to prepare for a job interview at FY Recruitment

Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with FY Recruitment.

Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

Connect with Company Goals

Familiarise yourself with FY Recruitment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!