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- Tasks: Support clients, manage queries, and ensure smooth service delivery in finance.
- Company: Join a growing company providing specialist investment systems to the finance sector.
- Benefits: Enjoy a supportive team, opportunities for growth, and exposure to diverse tasks.
- Why this job: Perfect for detail-oriented individuals seeking a collaborative environment in fintech.
- Qualifications: Strong communication skills, attention to detail, and proficiency in Microsoft Excel required.
- Other info: Training provided for understanding technical financial products.
The predicted salary is between 28800 - 43200 £ per year.
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This range is provided by Love Success. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Love Success
We are currently recruiting for a Client Services Executive to join a small but friendly team within a growing company that provides specialist investment systems and tools to clients in the finance and banking sector. Due to continued growth and product expansion, the business is looking to strengthen its client-facing operations team.
About the Role
As a Client Services Executive, you will be part of the team responsible for supporting clients and users across the company’s core product suite. You will help ensure smooth delivery of services, respond to client enquiries, and contribute to the ongoing success of business operations. This is an exciting opportunity for customer focussed and detail-oriented individual who enjoys working in a collaborative environment and is looking to grow their career in financial technology.
Key Responsibilities
- Act as a point of contact for client queries and provide timely, accurate support
- Use internal systems to maintain and update client data and product information
- Assist with onboarding new clients and ensuring they are well-supported
- Help manage regular operational tasks and ensure deadlines are met
- Support internal teams on various projects and service improvements
- Troubleshoot routine issues and escalate where necessary
What We’re Looking For
- A proactive and positive individual with excellent communication skills
- Strong attention to detail and the ability to follow procedures accurately
- Organised, with good time management and the ability to prioritise
- Comfortable working with numbers and data-driven tasks
- Capable of understanding technical financial products (training provided)
- Proficient with Microsoft Excel and open to learning new systems
What’s on Offer
- A supportive and close-knit team environment
- The opportunity to develop knowledge of financial products and systems
- Exposure to a wide range of tasks and responsibilities
- A company culture that encourages learning and growth
Seniority level
-
Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Customer Service
-
Industries
Staffing and Recruiting and Financial Services
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Client Services Executive ( Finance) employer: Love Success
Contact Detail:
Love Success Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive ( Finance)
✨Tip Number 1
Familiarise yourself with the financial technology landscape. Understanding the basics of investment systems and tools will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Brush up on your communication skills. As a Client Services Executive, you'll be the first point of contact for clients, so practice articulating your thoughts clearly and confidently.
✨Tip Number 3
Get comfortable with data management. Since the role involves maintaining client data and product information, being proficient in Microsoft Excel and understanding data-driven tasks will give you an edge.
✨Tip Number 4
Network with professionals in the finance sector. Attend industry events or join online forums to connect with others in the field, which can provide insights and potentially lead to referrals.
We think you need these skills to ace Client Services Executive ( Finance)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and the finance sector. Emphasise any roles where you've supported clients or worked with financial products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your customer service skills and attention to detail. Mention specific examples of how you've successfully managed client queries or contributed to team projects.
Highlight Technical Skills: Since the role involves working with numbers and data, be sure to mention your proficiency in Microsoft Excel and any other relevant software. If you have experience with financial systems, include that too.
Show Enthusiasm for Learning: Express your eagerness to learn about financial products and systems in your application. This shows that you're proactive and ready to grow within the company.
How to prepare for a job interview at Love Success
✨Show Your Customer Service Skills
As a Client Services Executive, you'll be the first point of contact for clients. Be prepared to share examples of how you've successfully handled client queries in the past, demonstrating your ability to provide timely and accurate support.
✨Demonstrate Attention to Detail
This role requires strong attention to detail, especially when managing client data and product information. During the interview, highlight instances where your meticulous nature has led to successful outcomes or prevented issues.
✨Familiarise Yourself with Financial Products
While training will be provided, showing a basic understanding of financial products can set you apart. Do some research on common financial tools and systems to discuss during your interview, showcasing your proactive approach to learning.
✨Prepare for Team Collaboration Questions
Since the role involves working closely with internal teams, be ready to discuss your experience in collaborative environments. Share specific examples of how you've contributed to team projects and supported colleagues in achieving common goals.