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For Companies At a Glance
- Tasks: Manage client projects, ensuring smooth onboarding and ongoing support.
- Company: Join United Fintech, a leader in innovative financial technology solutions.
- Benefits: Competitive salary, benefits, and a dynamic work environment.
- Why this job: Be the key link between clients and tech teams, driving impactful projects.
- Qualifications: 5+ years in client services or project management, preferably in fintech.
- Other info: Work in a diverse, inclusive team with global opportunities.
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.
Client Services Manager in London employer: United Fintech
Contact Detail:
United Fintech Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager in London
✨Tip Number 1
Get to know the company inside out! Research United Fintech and CobaltFX, their products, and their culture. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those tricky interview questions! Think about how your experience aligns with the role of Client Services Manager. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a nice touch and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Services Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Services Manager role. Highlight your experience in client services and project management, especially in fintech or FX. We want to see how your skills align with what we’re looking for!
Showcase Communication Skills: Since communication is key in this role, use your application to demonstrate your exceptional communication skills. Whether it’s through your CV or cover letter, let us know how you’ve successfully managed client relationships in the past.
Detail Your Project Management Experience: We’re keen on seeing your project management chops! Include specific examples of complex projects you've managed, particularly in a fintech environment. Mention any tools you’ve used like JIRA or Confluence to show you’re ready to hit the ground running.
Apply Early Through Our Website: Don’t wait until the last minute! We review applications on a rolling basis, so get your CV in early through our website. This gives you a better chance to stand out and shows us you’re proactive!
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 to talk about your experience in managing client-facing projects. Have specific examples ready that demonstrate your ability to develop project plans, manage timelines, and ensure successful delivery. Highlight any tools you've used, like JIRA or Confluence.
✨Communicate Like a Pro
Since this role involves a lot of client communication, practice articulating your thoughts clearly and professionally. Think about how you would handle difficult client situations or resolve issues, and be prepared to share those strategies during the interview.
✨Understand Client Onboarding
Familiarise yourself with best practices in client onboarding, especially in a SaaS or B2B context. Be ready to discuss how you would oversee technical integrations and operational setups, and how you can advocate for client needs within internal discussions.
