• 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 in London 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.
