Client Services Executive (Fintech)

TL;DR

Client Services Executive (Fintech): Managing day-to-day relations and service delivery for high-volume currency and payment solutions clients with an accent on troubleshooting, account management, and trade execution. Focus on resolving banking issues, optimizing client processes, and delivering technical support for the online platform.

Location: Hybrid: 4 days in the office (High Wycombe), 1 day working from home per week

Company

A leading global fintech provider of integrated business accounts, hedging, and financing solutions helping businesses scale globally.

What you will do

• Act as the primary point of contact for clients, ensuring professional and efficient service delivery.
• Provide troubleshooting assistance for online platform queries and support currency trade execution.
• Investigate and resolve payment and banking issues, liaising with internal teams for updates.
• Manage client accounts, monitoring progress and addressing concerns promptly.
• Prepare and deliver reports, proposals, demonstrations, and training.
• Identify opportunities for upselling or cross-selling to enhance client relationships.

Requirements

• 1+ years of experience in client services or a customer-facing role.
• Must be able to work from the High Wycombe office 4 days per week.
• Meticulous attention to detail in handling high-value payments and currency trades.
• Excellent communication skills across face-to-face, email, and telephone.
• Proficiency in Microsoft Office Suite and CRM systems such as Salesforce.
• Strong numerical aptitude and analytical mindset to identify discrepancies.

Nice to have

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

Culture & Benefits

• Competitive starting salary with an annual discretionary bonus.
• Dedicated mentorship from experienced managers invested in your success.
• Clear and accelerated career progression pathways to leadership and specialist roles.
• Dynamic and supportive culture prioritizing teamwork and personal growth.
• Generous benefits package including healthcare and social benefits.