At a Glance
- Tasks: Engage with clients to ensure satisfaction and retention in a fast-paced fintech environment.
- Company: Join a leading Fintech company dedicated to supporting small businesses with vital funding.
- Benefits: Enjoy a competitive salary, performance bonuses, and opportunities for professional growth.
- Other info: This is a junior role with limited progression for the first two years.
- Why this job: Be part of a dynamic team making a real impact on customer loyalty and satisfaction.
- Qualifications: University degree and 2+ years in customer relationship or sales, preferably in fintech.
The predicted salary is between 30000 - 42000 £ per year.
This is an exciting opportunity to join a dynamic client retention team at a leading Fintech company specializing in providing vital funding to small businesses. With robust financial support, we seek an additional team member to help drive our ambitious growth initiatives.
The base salary is £42K with £8k-15k OTE. Please note that as this is a Junior role, progression is limited for the first 2 years.
Job Overview
As a Retentions Executive, you will be pivotal in maintaining customer loyalty and satisfaction within the fast-paced fintech sector.
You will be responsible for engaging with customers to ensure they continue seeing value in our cutting-edge financial products and services.
With a deep understanding of fintech solutions, you will help retain customers by addressing their concerns, resolving issues, and identifying opportunities to enhance their experience.
By maintaining strong, long-term relationships, you will directly reduce churn and increase customer lifetime value.
Key Responsibilities
- Assist clients with renewal funding processes, ensuring a seamless, efficient experience from initiation to completion.
- Liaise with the underwriting team to facilitate smooth communication and streamline the approval process for client funding.
- Follow up with a large database of previous clients to assess current funding needs and explore opportunities for future business.
- Develop and manage relationships with both existing and past clients, fostering long-term partnerships and client loyalty.
- Proactively engage with customers, ensuring satisfaction with our fintech solutions by addressing concerns and offering timely resolutions to prevent cancellations or service disruptions.
- Monitor customer feedback and data trends to gather insights for continuous product improvement and customer service enhancements.
Skills
- Strong Customer Relationship Management
- Problem Solving
- Negotiation Skills
- Strong professional phone manner
- Knowledge of Retention Metrics
Qualifications and Experience
- University Degree: 2/1 minimum
- 2 Years+ experience in Customer Relationship/Sales Experience ideally in FinTech
- Certifications: Any certifications related to fintech, customer success, or CRM systems would be advantageous.
Key Competencies
- Deep understanding of fintech products and services.
- High level of empathy and customer-centric approach.
- Ability to work under pressure in a fast-paced, innovation-driven fintech environment.
- Strong results orientation with a focus on customer satisfaction and retention.
- Proven ability to manage a high volume of calls with professionalism and efficiency.
Seniority level
Associate
Employment type
Full-time
Job function
Finance
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Finance Client Retentions Executive employer: Inspiring Search
Inspiring Search is an excellent employer for those looking to kickstart their career in environmental and supply chain management. Located in Harrow, the company fosters a supportive work culture that prioritises mentorship and hands-on training, ensuring employees have ample opportunities for growth and development. With a commitment to sustainability and innovative practices, you will be part of a team that values accuracy and initiative, paving the way for meaningful contributions to environmental initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Client Retentions Executive
✨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 Inspiring Search. 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 Finance Client Retentions Executive
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 Inspiring Search.
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 Inspiring Search'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 Inspiring Search
✨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 Inspiring Search.
✨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 Inspiring Search 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 Inspiring Search 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.
