Senior Client Services Executive (Fintech)

TL;DR

Senior Client Services Executive (Fintech): Providing front-line support and managing client relationships for high-volume currency and payment solutions with an accent on troubleshooting, trade execution, and payment resolution. Focus on identifying upselling opportunities and ensuring clear communication and timely service delivery for long-term client relationships.

Location: Hybrid 4 days in the office, 1 day working from home in High Wycombe or London.

Company

hirify.global is a global fintech firm empowering businesses with tailored financial solutions, known for its rapid growth and diverse team across 40+ offices worldwide.

What you will do

• Provide front-line support, troubleshooting online platform queries and supporting currency trade execution.
• Investigate and resolve payment and banking issues, acting as a liaison with internal teams.
• Offer currency guidance and identify opportunities within client processes.
• Act as the primary day-to-day liaison, ensuring clear communication and timely service delivery.
• Manage client accounts, monitoring progress and addressing issues or concerns.
• Identify opportunities for upselling or cross-selling services to enhance client relationships.

Requirements

• At least 2+ years of experience in client services, account management, or a customer-facing role.
• Meticulous attention to detail in handling live currency trade bookings, banking information, figures, and high-value/volume payments.
• Excellent and confident communication skills in all forms: face-to-face, email, and telephone.
• Eagerness to learn, strong problem-solving skills, and confidence in resolving challenges.
• Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce).

Nice to have

• Experience in the foreign exchange, payments, or financial services industries.

Culture & Benefits

• Competitive salary and a 12% total pension contribution.
• Full Private Medical Insurance (AXA).
• Professional Development Budget and an Online Well-being Platform.
• A day off on your Birthday.
• A collaborative and inclusive work culture with active employee networks (Women’s, LGBTQIA+, and Veterans Network).