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For Companies At a Glance
- Tasks: Lead client projects, manage onboarding, and ensure smooth communication between clients and teams.
- Company: Join United Fintech, a leader in innovative financial technology solutions.
- Benefits: Competitive salary, global exposure, and a dynamic work environment.
- Why this job: Make a real impact in fintech while building strong client relationships.
- Qualifications: 5+ years in client services or project management, with strong communication skills.
- Other info: Diverse and inclusive workplace with opportunities for professional growth.
The predicted salary is between 36000 - 60000 ÂŁ per year.
United Fintech is building a global platform that connects financial institutions with modern, scalable technology solutions. Through acquisitions and partnerships, we bring together market-leading fintech products that serve banks, exchange groups, brokerages, and investment firms worldwide. CobaltFX is a company specializing in foreign exchange (FX) services, focusing on credit optimization and post-trade FX processes. Relaunched by United Fintech in December 2022, CobaltFX operates in the institutional FX market, delivering innovative solutions that improve efficiency, transparency, and scalability for global financial institutions.
As part of the United Fintech platform, CobaltFX works closely with clients and internal teams to drive successful delivery, onboarding, and long‑term client adoption of its technology.
What You Will Contribute
We are looking for a Client Services Manager at CobaltFX. In this role, you will own client‑facing projects, onboarding, and ongoing delivery, acting as a key point of coordination between clients and internal teams. You will ensure smooth execution, clear communication, and successful client outcomes, working closely with product, support, and engineering in an institutional FX and fintech environment.
Key responsibilities include:
- Client Project Management
- Lead and coordinate client‑facing projects from initiation through delivery.
- Develop and manage detailed project plans, timelines, and deliverables.
- Ensure clear communication of milestones and expectations with clients.
- Client Communication & Relationship Management
- Serve as the primary point of contact for assigned clients, maintaining strong, professional relationships.
- Manage ongoing client communication, updates, and issue resolution.
- Collaborate with internal teams to provide timely, high‑quality responses to client needs.
- Client Onboarding
- Oversee new client onboarding processes including technical integration and operational setup.
- Facilitate internal collaboration to ensure successful go‑live and post‑implementation support.
- Document and enhance onboarding processes for efficiency and repeatability.
- Coordinate with product, support, and engineering teams to help prioritize delivery based on client impact.
- Advocate for client needs within internal planning discussions.
- Support continuous feedback between clients and internal teams.
You will bring:
- Minimum 5 years’ experience in client services, project management, or a related role in fintech or FX.
- Exceptional communication and organizational skills.
- Demonstrated ability to manage complex projects and client relationships simultaneously.
- Comfortable interfacing with senior client stakeholders and internal leadership.
- Proficient in tools such as JIRA, Confluence, and Microsoft Office Suite.
- Experience in institutional financial services or FX market infrastructure.
- Understanding of technical integration processes (e.g., FIX API).
- Formal project management training or certification (e.g., PMP, Prince2).
- Familiarity with client onboarding best practices in a SaaS or B2B environment.
Location & Working Arrangements
This role is based in London. The position is full‑time and will be reporting to the Chief Operating Officer (COO).
What We offer
- Competitive salary and benefits aligned with local market standards.
- Opportunity to work within a global organisation alongside experienced professionals, contributing to the delivery and evolution of technology solutions for financial institutions.
- Innovative, dynamic and friendly work environment.
Application Process
Please submit your CV by 23rd of February. Applications are reviewed on a rolling basis, so early submissions are encouraged. The first round of interviews is expected to take place the last week of February. We encourage candidates of all backgrounds to apply and are committed to fostering a diverse, inclusive, and supportive working environment.
About United Fintech
Founded in 2020 and backed by the industry, United Fintech is a Digital Transformation Platform where global Financial Institutions and cutting‑edge technology providers come together to unleash their full potential and enable the future of finance. United Fintech remains on the frontier of innovation by acquiring engineering‑led fintechs within Capital Markets, Wholesale Banking, and Wealth Management under a central umbrella. In just over four years, the company has acquired six fintechs. United Fintech has received strategic investments from Barclays, BNP Paribas, Citi, Danske Bank and Standard Chartered and Danish Growth Capital.
Client Services Manager employer: United Fintech
Contact Detail:
United Fintech Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the fintech world, especially those who work at United Fintech or similar companies. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by understanding CobaltFX’s services and how they fit into the broader fintech landscape. Show us you’re not just another candidate; demonstrate your knowledge about their innovative solutions and how you can contribute.
✨Tip Number 3
Practice your communication skills! As a Client Services Manager, you’ll need to convey complex ideas clearly. Try mock interviews with friends or use online platforms to refine your pitch and responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in being part of our team at United Fintech.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Client Services Manager role. Highlight your project management experience and any relevant fintech or FX knowledge to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about client services in the fintech space. Share specific examples of how you've successfully managed client relationships and projects in the past.
Showcase Your Communication Skills: Since communication is key in this role, ensure your application is clear and concise. Use professional language but let your personality shine through – we want to see the real you!
Apply Early!: Don’t wait until the last minute to submit your application. We review applications on a rolling basis, so getting yours in early could give you an edge. Head over to our website to apply now!
How to prepare for a job interview at United Fintech
✨Know Your Fintech Stuff
Make sure you brush up on your knowledge of the fintech landscape, especially around foreign exchange services. Understand how CobaltFX fits into the bigger picture and be ready to discuss how their solutions improve efficiency and transparency for clients.
✨Showcase Your Project Management Skills
Prepare examples from your past experiences where you've successfully managed client-facing projects. Highlight your ability to develop detailed project plans and ensure clear communication with clients, as this will be crucial in the role.
✨Master Client Communication
Think about how you can demonstrate your exceptional communication skills. Be ready to discuss how you've maintained strong relationships with clients and resolved issues effectively. This is key for a Client Services Manager.
✨Familiarise Yourself with Technical Integration
Since the role involves overseeing technical integration processes, make sure you understand concepts like FIX API. Being able to speak confidently about these topics will show that you're prepared for the technical aspects of the job.
