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Описание вакансии
Текст:
TL;DR
Client Service Executive - UK (FX Hedging): Managing the operational client journey from registration and KYC approval through platform setup, first payment, and first trade with an accent on onboarding coordination, payment queries, and CRM accuracy. Focus on coordinating clients, partners, Compliance, Trading, Payments, and Operations teams while resolving routine requests without making compliance or trading decisions.
Location: Holborn, London, United Kingdom (hybrid)
Company
ALT 21 is an award-winning, dual-regulated FX hedging technology company that provides financial risk management products to SMEs through partner channels.
What you will do
- Guide clients from registration and onboarding through KYC approval, platform setup, first payment, and first trade.
- Contact and follow up with new inbound clients and re-engage approved or dormant clients.
- Coordinate communication between clients, partners, Sales, Partnerships, Compliance, Payments, Trading, and Operations.
- Handle routine payment, settlement, onboarding, and operational queries, escalating issues when necessary.
- Provide basic platform demonstrations and refresher sessions.
- Maintain accurate client records in the CRM and coordinate routine reporting.
Requirements
- Excellent client-service and communication skills.
- Strong organisation, responsiveness, and the ability to manage multiple requests.
- Confidence working with clients, partners, and internal teams.
- Ability to take ownership of issues and coordinate them through to resolution.
- Basic understanding of FX products, payments, trading processes, and KYC is beneficial.
- Previous CRM experience is helpful.
Culture & Benefits
- Hybrid work in Holborn, London.
- Collaboration across Sales, Partnerships, Compliance, Payments, Trading, and Operations.
- Operational role with no commission-based sales responsibilities.
- The position does not involve new business development, partner sourcing, pricing negotiations, KYC or compliance decisions, trade execution, or structured FX product advice.
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