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For Companies At a Glance
- Tasks: Lead client services, drive process improvements, and manage team operations in a dynamic financial environment.
- Company: A forward-thinking financial services firm in the heart of London.
- Benefits: Competitive salary, private healthcare, gym access, and generous annual leave.
- Why this job: Join a transformative firm and make a real impact on client success and team development.
- Qualifications: Experience in client services within financial services, strong organisational and interpersonal skills.
- Other info: Enjoy a vibrant workplace culture with opportunities for professional growth and team celebrations.
The predicted salary is between 43200 - 72000 £ per year.
About Our Client
The client is a financial services firm in the City of London. It provides cross-border FX solutions, global bank accounts and services to corporations and investment funds across Europe. The firm is undergoing an acquisition, signalling a strategic transformation that could bring expanded global reach and growth potential.
Job Description
- Working with Client Service Managers, Relationship Partners and the Accounts team to implement account strategies, configure accounts, execute deals/transactions and maintain ongoing account operations.
- Promoting a culture of continuous improvement, identifying process gaps and proactively driving innovations and efficiencies.
- Leading initiatives aligned with departmental and business KPIs, proposing and implementing process improvements.
- Managing team diaries, workload allocation, delegation, and ensuring tasks and training are completed.
- Preparing monthly and quarterly performance reports for leadership, aligning service delivery with commercial strategy.
- Using CRM tools and internal data to generate dynamic reporting, uncover trends and identify opportunities for clients or partners.
- Coordinating cross-practice training workshops and supporting team development plans.
The Successful Applicant
The ideal candidate would have substantive experience at senior level within a client/account services team in the financial services sector - ideally in FX, brokerage or corporate services. They should be comfortable influencing senior stakeholders and working under pressure, with strong organisational skills and the capacity to juggle multiple tasks to tight deadlines. Proactive, diligent, commercially minded, with excellent interpersonal skills, strong attention to detail, and a willingness to step outside comfort zones and lead process-driven change.
What’s on Offer
The Senior Client Services Officer role comes with a competitive salary, private healthcare (for employee and family) from day one, a cycle-to-work scheme, quarterly team celebrations, sponsored training and development, 25 days paid annual leave plus public holidays each year, enhanced maternity/paternity policies, and access to a gym and Friday-drinks bar onsite.
Senior Client Services Officer in City of London employer: Michael Page (UK)
Contact Detail:
Michael Page (UK) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Officer in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by researching the company’s recent changes, especially with their acquisition. Show them you’re not just another candidate; you’re someone who understands their journey and can contribute to their growth.
✨Tip Number 3
Practice your answers to common interview questions, but don’t sound rehearsed. We want you to be authentic! Use examples from your past experiences that highlight your skills in client services and process improvements.
✨Tip Number 4
After the interview, send a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. And remember, apply through our website for a smoother process!
We think you need these skills to ace Senior Client Services Officer in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Client Services Officer. Highlight your experience in client/account services, especially in financial services, and showcase any relevant achievements that align with the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Mention specific examples of how you've driven process improvements or managed teams effectively in previous positions.
Showcase Your Skills: Don’t forget to highlight your organisational skills and ability to juggle multiple tasks. We want to see how you’ve influenced senior stakeholders and led initiatives in your past roles, so make those experiences stand out!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Michael Page (UK)
✨Know Your Client Services Inside Out
Make sure you understand the ins and outs of client services in the financial sector, especially in FX and brokerage. Brush up on your knowledge about account strategies and how to implement them effectively, as this will show your potential employer that you're ready to hit the ground running.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss specific examples where you've identified process gaps and driven improvements. Think of times when you've led initiatives that aligned with KPIs, as this will demonstrate your proactive approach and ability to influence change within a team.
✨Master the Art of Multi-Tasking
Since the role involves juggling multiple tasks under tight deadlines, come equipped with examples of how you've successfully managed competing priorities in the past. Highlight your organisational skills and how you delegate effectively to ensure everything runs smoothly.
✨Engage with Data and Reporting
Familiarise yourself with CRM tools and data analysis, as these are crucial for generating reports and uncovering trends. Be ready to discuss how you've used data to identify opportunities for clients or partners, showcasing your analytical mindset and commercial awareness.
