At a Glance
- Tasks: Be the go-to person for clients, solving queries and building relationships.
- Company: Join a fast-growing Fintech company revolutionising international finance management.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and learning.
- Why this job: Make an impact in client success while diving into the exciting world of Fintech.
- Qualifications: 1-3+ years in customer service; strong communication and detail-oriented skills required.
- Other info: Experience in Fintech is a bonus, but passion for client success is key!
The predicted salary is between 28800 - 48000 £ per year.
Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They are 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 will 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.
Client Services Executive employer: Grafton Recruitment
Contact Detail:
Grafton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Familiarise yourself with the latest trends in Fintech. Understanding the industry will not only help you during interviews but also show your genuine interest in the role and the company.
✨Tip Number 2
Practice your communication skills, as they are crucial for a Client Services Executive. Consider role-playing scenarios where you handle client queries or resolve issues to build your confidence.
✨Tip Number 3
Network with professionals in the Fintech space. Attend industry events or join online forums to connect with others who can provide insights or even refer you to opportunities within the company.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlighting your problem-solving skills and attention to detail will set you apart from other candidates.
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly in Fintech or financial services. Emphasise your communication and problem-solving skills, as these are crucial for the Client Services Executive position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client success and your interest in Fintech. Mention specific examples of how you've provided excellent client support in the past and how you can contribute to the company's goals.
Highlight Relevant Skills: In your application, clearly outline your detail-oriented nature, especially when dealing with financial data. Provide examples of how you've successfully managed client accounts and resolved issues in previous roles.
Showcase Your Understanding of FX Solutions: If you have experience with currency trade execution or global FX solutions, make sure to mention it. This will demonstrate your ability to offer strategic guidance and identify process improvements for clients.
How to prepare for a job interview at Grafton Recruitment
✨Show Your Passion for Fintech
Make sure to express your enthusiasm for the Fintech industry during the interview. Share any relevant experiences or insights you have about how technology is transforming finance, as this will demonstrate your genuine interest in the field.
✨Prepare for Client Scenarios
Anticipate questions related to client interactions and problem-solving. Think of specific examples from your past experience where you successfully resolved client issues or improved relationships, as this will showcase your ability to handle the responsibilities of a Client Services Executive.
✨Highlight Your Communication Skills
Since you'll be the first point of contact for clients, it's crucial to convey your strong communication skills. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you ensure effective communication with clients and internal teams.
✨Demonstrate Attention to Detail
Given the importance of accuracy in financial data, be prepared to discuss how you maintain attention to detail in your work. You might want to share examples of how you've successfully managed data or resolved discrepancies in previous roles.