Client Services Executive (FinTech)

TL;DR

Client Services Executive (FinTech): Providing front-line support and managing client relationships for high-volume currency and payment solutions with an accent on troubleshooting platform queries, resolving banking issues, and offering currency guidance. Focus on ensuring client needs are met with professionalism, efficiency, and a solutions-oriented mindset to foster long-term client relationships.

Location: High Wycombe or London Victoria, UK (Hybrid after probation)

Company

hirify.global is a global fintech firm empowering businesses with tailored financial solutions, growing to over 1,700 professionals across 40+ offices and 29+ markets worldwide.

What you will do

• Provide front-line support for online platform queries, currency trade execution, and payment issues.
• Act as the primary day-to-day liaison, ensuring clear communication and timely service delivery.
• Manage client accounts, monitor progress, and promptly address any issues or concerns.
• Prepare and deliver reports, proposals, demonstrations, and training.
• Identify opportunities for upselling or cross-selling services to enhance client relationships.
• Offer currency guidance based on hirify.global’s global currency suite.

Requirements

• Excellent communication skills (face-to-face, email, and telephone).
• Meticulous attention to detail in handling live currency trade bookings, banking information, figures, and high-value/volume payments.
• Strong customer focus, curiosity, and problem-solving mindset.
• Ability to manage multiple accounts, prioritize tasks, and perform well under pressure.
• Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce).

Nice to have

• 1-3+ years of experience in client services, account management, or a customer-facing role.
• Experience in the foreign exchange, payments, or financial services industries.

Culture & Benefits

• Dedicated mentorship from experienced managers.
• Leverage state-of-the-art tailor-made tools and systems.
• Clear, accelerated career progression pathways.
• Dynamic and supportive culture where teamwork and personal growth are prioritized.
• Generous benefits package tailored to your location, typically including health care and social benefits.
• Work from a central London office with excellent transport links.