Client Services Executive

4 weeks ago

London, United Kingdom The Opportunity Hub UK Full time

Are you ready to join a rapidly scaling FinTech company based in London and Cambridge? We are recruiting on behalf of our esteemed client to find a dynamic and talented individual to join their team as a Client Services Executive. If you have 6 months to a year of experience in customer support or customer success, along with high levels of empathy, this is the perfect opportunity for you

Our client, a leader in cash asset management, is seeking a dedicated individual to provide best in class service to their prestigious Not for Profit clients. Utilizing their innovative cash asset management platform and established network of banking partners, you'll ensure that clients receive best-in-class management of their deposits, enhancing security, liquidity, and returns. As a high-energy individual, you'll thrive in this role within the financial services sector, making a meaningful impact in the non-profit sector.

**Here's what you'll be doing**:

- Onboarding clients onto our systems - supporting the sales team from initial meeting through to the client's first (of many) deposits onto the platform
- Negotiating bespoke products and rates on behalf of the client with the banking team
- Regularly speaking to clients about their accounts and spotting any opportunities for upselling
- Updating the CRM system with client data
- Articulating ideas and strategies to help generate new business
- Attending networking events and conferences
- Being the main point of contact for new deals from your portfolio of prospective clients
- Keeping track of new products on offer, as well as emerging trends in the wider cash management and treasury market
- Providing research on new sectors/market and competitor intel

**Here are the qualifications and skills we're looking for**:

- 6 months to a year of experience in customer support or customer success capacity.
- High levels of empathy, understanding the unique needs of Not for Profit clients
- Honesty and integrity
- Strong work ethic
- Client-serving or relationship management experience
- Ability to work autonomously as well as collaboratively
- Strong organizational and communication skills
- Capacity to excel in a fast-paced environment
- Personable and friendly manner

**Joining our client's team comes with great benefits, including**:

- Competitive salary (£28,000 - £32,000 per annum)
- 25 days of holiday (ex. Bank holidays)
- Flexible working opportunities - 3 days in the Cambridge office and 2 days from home (London can be considered too)
- Private medical insurance
- Employee health and wellness discounts
- Cycle to Work Scheme
- Monthly happy hours and team lunches
- Lunch and learn training sessions

But that's not all The department is rapidly growing, providing you with ample scope to grow and develop your career. By leveraging your high energy and experience in the non-profit sector, you'll thrive in this role and contribute to the continued success of our client's business.

**Salary**: £28,000.00-£32,000.00 per year

**Benefits**:

- Company events
- Company pension
- Gym membership

Work Location: In person

  • Client Service Executive

    1 month ago

    London, Greater London, United Kingdom Chubb Full time

    Client Service Executive - Global Services Are you interested in working for one of the world's largest property & casualty insurers with excellent employee benefits and offices in 54 countries? Do you already have some insurance experience & you're looking for your next challenge? If you are seeking a role where you manage a variety of internal accounts...

  • Executive Director, Parks and Visitor Services

    1 month ago

    London, United Kingdom Executive Full time

    Parks and Visitor Services Division Executive Director, Parks and Visitor Services DBCA0210419 PSCA, Class 2, $196,891 plus 11% Superannuation THIS IS A 5-YEAR, FULL-TIME SENIOR EXECUTIVE SERVICE (SES) POSITION APPLICATIONS FOR THIS POSITION CLOSE AT MIDDAY ON FRIDAY, 10 NOVEMBER 2023 About DBCA and Parks and Wildlife Service: The Parks and...

  • Client Service Executive

    4 weeks ago

    London, United Kingdom Boffin Recruitment Full time

    **Client Service Executive** **Location**: Hybrid Working - Central London based office £28,000 -£30,000K Our client produce trusted media research, analysis and planning apps that are widely used by agencies, media owners, advertisers, and academic institutions. They save clients time by aggregating multiple media and advertising industry data sources...

  • Client Service Executive

    4 weeks ago

    London, United Kingdom CHUBB Full time

    Client Service Executive - Global Services Are you interested in working for one of the world’s largest property & casualty insurers with excellent employee benefits and offices in 54 countries?  Do you already have some insurance experience & you're looking for your next challenge? If you are seeking a role where you manage a variety of internal...

  • Executive - Client Servicing

    1 month ago

    London, United Kingdom Newman Office Personnel Full time

    Our clients are setting up a new team which is also open to Graduates with a retail customer services background as full training will be given. This role is hybrid. An outstanding educational and training provider is looking for customer care executives who will go over and above to provide an outstanding services to this world leading organisation. After...

  • Client Services Executive

    4 weeks ago

    London, United Kingdom IQ EQ Administration Services (UK) Ltd Full time

    Client Advisory Manager - Regulatory Compliance Client Advisory Manager - Regulatory Compliance IQ EQ Administration Services (UK) Ltd London, United Kingdom Client Advisory Manager - Regulatory Compliance IQ EQ Administration Services (UK) Ltd London, United Kingdom Posted 1 day ago Permanent Competitive Job Description The main purpose of...

  • Client Services Executive

    2 weeks ago

    London, United Kingdom 808 Group Full time

    Job DescriptionOur client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses.As an In-Life Client Services Executive you will be the first point of contact for existing clients,...

  • Client Services Executive

    2 weeks ago

    London, United Kingdom 808 Group Full time

    Our client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses. As an In-Life Client Services Executive you will be the first point of contact for existing clients, assuming the...

  • Client Services Executive

    2 weeks ago

    London, United Kingdom 808 Group Full time

    Our client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses. As an In-Life Client Services Executive you will be the first point of contact for existing clients, assuming the...

  • Client Services Executive

    3 days ago

    London, United Kingdom 808 Group Full time

    Job Description Our client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses. As an In-Life Client Services Executive you will be the first point of contact for existing...

  • Client Services Executive

    2 weeks ago

    London, United Kingdom 808 Group Full time

    Our client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses.As an In-Life Client Services Executive you will be the first point of contact for existing clients, assuming the...

  • Client Services Executive

    4 weeks ago

    London, United Kingdom Select Appointments Full time

    Are You Looking for an Exciting Career Move in Financial Services? Do You Thrive in a Fast-Paced, Communication-Driven Role? My client is a prominent membership organisation and conference business in the financial services sector, known for producing over 50 high-quality seminars annually across the UK, Western Europe, and Southern Africa. Located in the...

  • Senior Client Service Executive

    1 month ago

    London, United Kingdom Page Personnel Finance Full time

    **Client Details** The financial services client is a modern dynamic financial planning business offering a telephone-based service to retail clients across the UK. Theirt financial planning service covers pensions, wealth management, ISA's and Investment Bonds and we areproud of our reputation as a client-centric business that continuously strives to...

  • Client Service Executive

    1 month ago

    London, United Kingdom HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest...

  • Client Services Executive

    2 weeks ago

    London Area, United Kingdom 808 Group Full time

    Our client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses.As an In-Life Client Services Executive you will be the first point of contact for existing clients, assuming the...

  • Client Services Executive

    2 weeks ago

    London Area, United Kingdom 808 Group Full time

    Our client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses.As an In-Life Client Services Executive you will be the first point of contact for existing clients, assuming the...

  • Client Services Executive

    2 weeks ago

    London Area, United Kingdom 808 Group Full time

    Our client is the UK’s only independent finance provider dedicated solely to high end vehicle finance, they offer bespoke specialist finance for modern day cars, supercars, classic cars and historic cars to private individuals and businesses. As an In-Life Client Services Executive you will be the first point of contact for existing clients, assuming the...

  • Client Service Executive

    4 weeks ago

    London, United Kingdom HSBC Full time

    -Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Our Global...

  • Senior Sales Assistant Full Time

    1 day ago

    London, United Kingdom O.T. Client Services Full time

    Our client is a leading specialist supplier of removal and relocation services to the IT and data centre industry. Established in 2016 they have connected over (phone number removed) cables and moved ad installed over (phone number removed) servers and 31000 racks. They ensure that client projects, whether it's a simple IT move or a data centre relocation,...

  • Client Service Executive

    3 weeks ago

    London, Greater London, United Kingdom Rathbones Full time

    Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to...