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Client Services Executive

Grafton Recruitment - High Wycombe, England

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Job Description

Job DescriptionOur client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. Theyre now looking for a Client Service Executive to join their team.This is a fantastic opportunity for someone with a passion for client success and a keen interest in Fintech. Youll be the first point of contact for clients, providing expert support and building strong, lasting relationships.Key Responsibilities:Provide prompt and effective assistance for online platform queries.Support clients with currency trade execution and ensure accuracy.Investigate and resolve payment and banking issues, acting as a liaison between internal teams and clients.Offer strategic currency guidance, using your understanding of global FX solutions to identify process improvements.Act as the primary day-to-day contact for clients, ensuring clear communication and timely service delivery.Manage client accounts, monitor progress, and address concerns proactively.Prepare and deliver reports, proposals, demos, and training sessions.Identify upselling and cross-selling opportunities to enhance client relationships.Experience required:13+ years in a client-facing or customer service role.Strong communication and problem-solving skills.Detail-oriented, especially with financial data.Experience in Fintech or financial services is a plus.

Created: 2025-06-27

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