At a Glance
- Tasks: Deliver exceptional service to premium clients and identify growth opportunities.
- Company: Join IG, a leading fintech with a global presence and innovative culture.
- Benefits: Enjoy competitive salary, flexible benefits, private medical cover, and generous holiday allowance.
- Other info: Hybrid working model with opportunities for professional development and community engagement.
- Why this job: Be part of a dynamic team that values client relationships and personal growth.
- Qualifications: Experience in client service or financial services; strong communication skills required.
The predicted salary is between 45000 - 55000 £ per year.
Who are we? IG has been at the centre of retail trading and investment since 1974, when we helped create the market for financial spread betting. Today, we're a FTSE100 fintech operating across five continents, serving over 700,000 clients and handling billions in transactions - built on decades of scale, trust and proof. We didn't pivot to innovation; it's how we've always operated. What that means for the people who work here is real: genuinely complex problems to solve, the technology and resources to tackle them properly, and the kind of scope that’s rare in established businesses. The bar is high - bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next. Join us at IG – the future gets built here.
Your team: Joining our close-knit Client Executive team, you’ll report into our Team Lead - Sales Trading to deliver service excellence through consistent desk coverage, rapid response times, and high client satisfaction.
Your role in the Team’s Success: You’ll serve as a primary service contact for premium clients, ensuring seamless support while identifying natural opportunities for client growth and retention during service interactions. This is about building the foundation for lasting client relationships through outstanding service delivery and relationship depth.
What will you do?
- Premium Service Delivery: Serve as primary service contact for your portfolio and respond promptly to client inquiries, issues, and service requests via multiple channels (phone, email, video, messaging). Coordinate with Dealing, Product, and Operations teams to resolve client issues effectively. Monitor client health indicators and elevate retention risks to senior Client Executives. Maintain accurate, comprehensive client records in CRM with detailed interaction history.
- Team-Based Service Excellence: Contribute to overall team SLA performance and desk coverage excellence. Achieve strong personal availability metrics (on queue %) and demonstrate commitment to client accessibility. Participate in desk coverage schedule to ensure premium client accessibility during trading hours and peak periods. Work collaboratively to achieve team-based service targets and maintain accountability for premium service standards. Share best practices and support peers during high-volume periods to maintain service standards.
- Client Satisfaction & Relationship Building: Achieve high client satisfaction (CSAT) scores through responsive, professional service. Conduct regular check-ins with assigned clients to assess satisfaction and needs. Provide market updates, platform guidance, and product education as appropriate. Address client concerns promptly and elevate appropriately when needed. Build client loyalty through consistent positive interactions and exceptional service experiences.
- Commercial Value-Add: Identify cross-selling and upsell opportunities naturally during service interactions. Recognise opportunities for product education and expansion aligned to client needs. Communicate client growth opportunities to Sales Client Executives for follow-up. Generate referrals through exceptional client experience. Log opportunities using task-based system for tracking while maintaining service-first approach.
What you’ll need for this role:
- Experience & Education: Demonstrable experience in client service, account management, or financial services. Understanding of trading products, platforms, and market dynamics. Experience working in regulated financial environments (preferred). Proficiency with CRM systems and service management tools. Bachelor's degree preferred.
- Personal Attributes: Strong client‑centric mindset and ability to problem‑solve. Excellent communication skills across phone, email, video, and messaging platforms suitable for high‑net‑worth client interactions. Ability to manage multiple priorities and maintain composure under pressure. Commitment to desk coverage and team‑based service delivery. Commercial awareness: ability to recognise opportunities without compromising service focus. Collaborative team player who contributes to collective service excellence. Professional demeanour and ability to build credibility with premium clients.
How we work: We try to take a thoughtful approach to our ways of working as a company. We follow a hybrid working model with 3 days in the office – which we think balances the need to collaborate effectively and connect with each other. When it comes to how we deliver, there are 5 things we want everyone to do to drive high performance, better learning and career satisfaction:
- Lead and Inspire: Drives trust, alignment, and enthusiasm.
- Think Big: Focus on the problems that most impact commercial outcomes.
- Champion the client: Understand and prioritise client's needs.
- Deliver at pace: Push for fast, sustainable growth.
- Raise the bar: Take ownership, be accountable and share feedback.
We believe that diversity is vital to success, it fuels creativity, drives innovation and sets us up for global success. We’re committed to building teams with a variety of perspectives and skills to help us realise our vision and strategy, that’s why we encourage applications from people with diverse backgrounds and experiences to join us on this journey.
The Perks: Your growth fuels our success! Thrive with tailored development programs, mentoring opportunities with leaders, and clear career progression. Expand your network through committees, sports and social clubs. Enjoy extra time off for volunteering and community work. Competitive salary. Flexible Benefits Package on top of your salary (12%). Private medical cover for you and your family. Life insurance. Contribution to gym memberships. 25 Days holiday, with 1 additional day off to celebrate your Birthday & 2 additional days off a year for voluntary work (28 in total). The option to buy or sell holiday days. Unlimited access to the LinkedIn Learning Platform. A comprehensive global and local onboarding process. Employee-led LGBTQ+, Women’s, Black and Parents & Carers networks with an annual budget for organising events & projects that foster an open, diverse and inclusive culture. Enhanced primary (maternity), secondary (paternity), and shared parental pay and leave, as well as a range of support and benefits for parents. Option to participate and create ESG initiatives based on IG Brighter Future Fund.
Client Executive Sales Trading in London employer: IG Index Limited
At IG Group, we pride ourselves on being an exceptional employer, offering a dynamic work environment where innovation thrives. As a Junior Dealer in Futures & FX, you'll benefit from extensive learning opportunities and a supportive culture that encourages collaboration across departments. With our hybrid working model and a focus on employee well-being, you can expect a fulfilling career path in the fast-paced world of fintech.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive Sales Trading in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IG Index Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Executive Sales Trading in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IG Index Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IG Index Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IG Index Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IG Index Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IG Index Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IG Index Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
