Finance Client Retentions Executive in London
Finance Client Retentions Executive

Finance Client Retentions Executive in London

London Full-Time 42000 - 57000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients to ensure satisfaction and loyalty in a fast-paced fintech environment.
  • Company: Join a leading Fintech company dedicated to supporting small businesses.
  • Benefits: Competitive salary of Β£42K plus OTE, with opportunities for professional growth.
  • Why this job: Make a real impact by helping clients thrive with innovative financial solutions.
  • Qualifications: University degree and 2+ years in customer relationship or sales experience.
  • Other info: Dynamic team culture with a focus on client success and retention.

The predicted salary is between 42000 - 57000 Β£ 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 Β£42K with Β£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

Finance Client Retentions Executive in London employer: Inspiring Search

Join a leading Fintech company that prioritises employee growth and satisfaction, offering a vibrant work culture where innovation thrives. With competitive salaries and performance-based bonuses, we empower our team members to excel in their roles while fostering long-term relationships with clients. Located in a dynamic sector, this position provides unique opportunities for professional development and the chance to make a meaningful impact on small businesses.
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Contact Detail:

Inspiring Search Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Finance Client Retentions Executive in London

✨Tip Number 1

Get to know the company inside out! Research their products, values, and recent news. This will help you connect with the interviewers and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice your pitch! Be ready to explain how your skills and experiences align with the role of a Finance Client Retentions Executive. Highlight your customer relationship management skills and any relevant fintech experience.

✨Tip Number 3

Network like a pro! Reach out to current or former employees on LinkedIn. They can provide insider tips and might even refer you, which can give you a leg up in the hiring process.

✨Tip Number 4

Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.

We think you need these skills to ace Finance Client Retentions Executive in London

Customer Relationship Management
Problem Solving
Negotiation Skills
Professional Phone Manner
Knowledge of Retention Metrics
Understanding of Fintech Products and Services
Empathy
Customer-Centric Approach
Ability to Work Under Pressure
Results Orientation
Call Management
Experience in Customer Relationship/Sales
Certifications in Fintech or CRM Systems

Some tips for your application 🫑

Show Your Passion for Fintech: When writing your application, let us know why you're excited about the fintech industry! Share any relevant experiences or insights that highlight your enthusiasm for helping small businesses thrive with our financial solutions.

Highlight Your Customer Relationship Skills: Make sure to emphasise your experience in customer relationship management. We want to see how you've successfully engaged with clients in the past and how you’ve tackled challenges to keep them happy and loyal.

Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key skills and experiences shine through without unnecessary fluff.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity in our dynamic team.

How to prepare for a job interview at Inspiring Search

✨Know Your Fintech Stuff

Make sure you brush up on your knowledge of fintech products and services. Understand how they work and the value they bring to small businesses. This will help you answer questions confidently and show that you're genuinely interested in the role.

✨Showcase Your Customer Skills

Prepare examples from your past experiences where you've successfully managed customer relationships or resolved issues. Highlight your problem-solving skills and how you’ve maintained client satisfaction, as this is crucial for a Retentions Executive.

✨Practice Your Phone Manner

Since you'll be engaging with clients over the phone, practice your professional phone manner. Try role-playing with a friend to simulate common scenarios you might face. This will help you sound confident and approachable during the interview.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to client retention and their fintech solutions. This shows your enthusiasm for the role and helps you understand how you can contribute to their growth initiatives.

Finance Client Retentions Executive in London
Inspiring Search
Location: London
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  • Finance Client Retentions Executive in London

    London
    Full-Time
    42000 - 57000 Β£ / year (est.)
  • I

    Inspiring Search

    50-100
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