Client Services Executive
2 months ago
Working within Financial Services you will join this fast-growing company assisting major corporate clients.
You will be a point of contact for all major corporate clients providing daily operational and trading assistance. You’ll have a combination of client facing experience, and problem-solving abilities in order to support the day-to-day relationship of these key corporate accounts, expertly switching between each as needed.
You will be at the forefront as an ambassador for the product and industry-leading service in a key growth division of the business.
Based in High Wycombe, hybrid working is offered after successful completion of probation and a clear path for progression, mapped out by your individual goals and personal objectives.
**Responsibilities**:
- Playing a key part of front-line support desk and call handling function
- Answering a wide range of client daily enquiries
- Currency trade execution and pricing for clients
- Payment and banking queries - investigating payment issues, liaising internally for banking updates and accurately conveying updates to clients
- Currency guidance - you’ll have extensive knowledge from their global currency suite to help clients
- Routing, responding to, and escalation of tickets (where needed) with exceptional case management/documentation against KPIs
- A representative on the front line for the product/service. You’ll know the product inside out, and will be able to deliver exceptional customer service
- Keeping the ‘client experience’ a priority, and managing your own book of accounts where necessary
- Drive to solve issues and improve the experience
- Assisting on serving major accounts and being part of dedicated service team
- Presentations and live client demos/training as necessary
- Internal/client facing performance reporting and data/process analysis
**Experience Required**:
- You will strive in a high pressure environment
- Have the ability to excel, or previous experience within a busy client-facing environment with significant monthly workload peaks
- Be able to manage your workload around tight time constraints
- Be confident in liaising and mediating between multiple internal departments/teams/platforms to find solutions
- Confidence in dealing directly with clients as an ambassador for the brand and product in terms of your service approach and interpersonal skills
- Ability to tailor service to different clients/accounts with their distinct requirements/ways of operating
- Head for numbers - confidence dealing with numbers - exchange rates, profit margins and an awareness of commercial implications
- Experience with Microsoft suite (particularly excel) or Google Suite advantageous but not essential
- Interest in Financial services
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