Senior Client Services Manager
3 weeks ago
A fast-growing fintech company, Sagen Advisory, is seeking a Senior Client Services Manager to lead their end-to-end client services function. This role will be responsible for establishing and managing the client services team, from onboarding to live trading and beyond.
The ideal candidate will have 3-5 years of experience in a client services role within a financial services firm, with a strong functional knowledge of foreign exchange trading platforms. They will also have a proven track record of using tools like Zendesk and Slack to provide first-level client services support.
The Senior Client Services Manager will be responsible for developing and implementing new processes and workflows, as well as managing the client services team. They will also have the opportunity to develop a Customer Success team over time.
Required skills and experience include:
- 3-5 years of experience in a client services role within a financial services firm.
- Strong functional knowledge of foreign exchange trading platforms.
- Proven track record of using tools like Zendesk and Slack to provide first-level client services support.
- Proven ability to develop and implement new processes and workflows.
- Strong attention to detail, self-management, initiative, discipline, and follow-through.
- Excellent verbal and written communication skills.
Preferred skills and experience include:
- Client services experience at a multi-lateral trading facility, ideally foreign exchange.
- Experience hiring and managing a client services or a customer success team.
- Experience providing client services for trading protocols including FIX.
Remuneration will be market-related.
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