Client Services Executive

Client Services Executive

Milton Keynes Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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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 36000 - 60000 £ per year.

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.

Client Services Executive employer: Grafton Recruitment

Join a dynamic and innovative Fintech company that prioritises client success and fosters a collaborative work culture. With a strong focus on employee growth, you will have access to ongoing training and development opportunities, ensuring you thrive in your role as a Client Services Executive. Located in a vibrant area, the company offers a supportive environment where your contributions are valued, making it an excellent place for those seeking meaningful and rewarding employment.
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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 and international finance management. This knowledge will not only help you understand the industry better but also allow you to engage in meaningful conversations with potential employers about their services.

✨Tip Number 2

Network with professionals in the Fintech space, especially those in client services roles. Attend industry events or join online forums to connect with others who can provide insights and possibly refer you to job openings.

✨Tip Number 3

Prepare to demonstrate your problem-solving skills during interviews. Think of specific examples from your past experiences where you successfully resolved client issues or improved processes, as this will showcase your ability to thrive in a client-facing role.

✨Tip Number 4

Research the company’s products and services thoroughly before your interview. Being able to discuss how you can contribute to their client success initiatives will set you apart from other candidates and show your genuine interest in the role.

We think you need these skills to ace Client Services Executive

Client Relationship Management
Strong Communication Skills
Problem-Solving Skills
Attention to Detail
Financial Data Analysis
Currency Trade Execution Knowledge
Understanding of Global FX Solutions
Proactive Account Management
Report Preparation and Delivery
Training and Demonstration Skills
Upselling and Cross-Selling Techniques
Ability to Liaise Between Teams
Time Management Skills
Adaptability in a Fast-Paced Environment

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.

✨Highlight Your Client Relationship Skills

Since the role involves building strong relationships with clients, be prepared to discuss specific examples of how you've successfully managed client interactions in the past. Focus on your communication skills and how you've resolved issues effectively.

✨Prepare for Problem-Solving Scenarios

Anticipate questions that may require you to think on your feet. Prepare to discuss how you would handle common client issues, such as payment discrepancies or currency trade execution problems, showcasing your analytical and problem-solving abilities.

✨Demonstrate Attention to Detail

Given the importance of accuracy in financial data, be ready to provide examples that highlight your attention to detail. Discuss how you ensure precision in your work and how this has positively impacted your previous roles.

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