At a Glance
- Tasks: Guide clients through onboarding, ensuring a smooth journey from registration to first trade.
- Company: Dynamic financial services firm focused on client satisfaction and innovation.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Join a collaborative team with plenty of room for career advancement.
- Why this job: Be the vital link between clients and teams, making a real difference in their trading experience.
- Qualifications: Strong communication skills and a knack for organisation; CRM experience is a plus.
The predicted salary is between 27000 - 33000 £ per year.
- Assist the client journey from registration through KYC approval, platform setup and first trade
- Contact and follow up with new inbound clients promptly
- Act as the link between clients, partners and the KYC/Compliance team
- Keep clients and partners informed about onboarding progress
- Handle routine payment and settlement queries, escalating where necessary
- Provide basic platform demonstrations and refresher sessions
- Re-engage approved or dormant clients who have not started trading
- Coordinate routine client reporting and operational requests
- Maintain accurate and up-to-date client records in the CRM
- Work closely with Sales, Partnerships, Trading, Compliance and Operations to ensure nothing falls through the gaps
- Act as the first point of contact for routine client, payment and onboarding queries
Requirements
- Excellent client-service and communication skills
- Highly organised, responsive and comfortable managing multiple requests
- Confident working with clients, partners and internal teams
- Able to take ownership of issues and coordinate them through to resolution
- A basic understanding of FX products, payments, trading processes and KYC would be beneficial
- Previous CRM experience is helpful
- Junior-to-mid-level operational experience
- Core Competencies
Demonstrates strong client-service and communication skills while effectively managing multiple requests and coordinating operational processes.
Proficient in maintaining client records and facilitating onboarding, with a foundational understanding of FX products and KYC compliance.
- Highest-signal resume keywords
- Client-Service Skills
- Communication Skills
- CRM Experience
- KYC Understanding
- Operational Experience
- ATS Optimization Keywords
- Hard Skills
- KYC
- FX Products
- Payments
- Trading Processes
- Client Reporting
- Soft Skills
- Highly Organised
- Responsive
- Ownership
- Coordination
- Industry Keywords
- Onboarding
- Client Journey
- Payment Queries
- Settlement Queries
- Tools & Technologies
- CRM
- #J-18808-Ljbffr
Client Service Executive employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Jobtailor. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Jobtailor before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Service Executive
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Jobtailor:Your cover letter is your chance to shine! Tell us why you want to work at Jobtailor specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Jobtailor!
How to prepare for a job interview at Jobtailor
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
