Client Executive Sales Trading (Fintech)

TL;DR

Client Executive Sales Trading (Fintech): Delivering premium service and support to high-net-worth retail trading clients with an accent on relationship management and service excellence. Focus on optimizing client retention, identifying growth opportunities, and ensuring seamless trading platform support.

Location: Hybrid (3 days in office), City of London, United Kingdom

Company

hirify.global is a FTSE100 fintech leader specializing in retail trading and investment since 1974.

What you will do

• Act as the primary service contact for premium clients via phone, email, video, and messaging platforms.
• Collaborate with Dealing, Product, and Operations teams to resolve complex client issues effectively.
• Monitor client health indicators and manage retention risks for assigned portfolios.
• Identify and communicate cross-selling and upsell opportunities to Sales Client Executives.
• Maintain precise client records and interaction history within the CRM system.
• Ensure high CSAT scores through proactive check-ins, market updates, and product education.

Requirements

• Demonstrable experience in client service, account management, or financial services.
• Solid understanding of trading products, platforms, and market dynamics.
• Experience working within regulated financial environments.
• Proficiency with CRM systems and service management tools.
• Must be based in or able to work in London, UK (Hybrid: 3 days in office).
• Bachelor's degree preferred.

Culture & Benefits

• Flexible Benefits Package (12% on top of salary).
• Private medical cover for employees and their families.
• 28 days of holiday, including birthday and volunteering days.
• Contribution to gym memberships and life insurance.
• Unlimited access to the LinkedIn Learning Platform.
• Inclusive culture with employee-led diversity networks and ESG initiatives.