Client Services Executive

A fantastic opportunity has arisen to join our client, a global fintech company, based in High Wycombe.

We are seeking a proactive and detail-oriented Client Service Executive to serve as the primary point of contact for their clients, ensuring their needs are met with professionalism, efficiency, and a solutions-oriented mindset.

Salary of £25,000 plus discretionary company bonus + excellent benefits. Office based Mon to Fri with the option to work one day a week from home after probation.

Duties include

• Front-line Support
  • Provide troubleshooting assistance for online platform queries
  • Support clients with currency trade execution
  • Investigate and resolve payment and banking issues, acting as a liaison for internal updates and communicating these to clients

• Client Relationship Management
  • Act as the primary day-to-day liaison, ensuring clear communication and timely service delivery
  • Manage client accounts, monitoring progress and promptly addressing any issues or concerns
  • Prepare and deliver reports, proposals, demonstrations, and training
  • Identify opportunities for upselling or cross-selling services

Skills/Experience

• Excellent attention to detail
• Superb communication skills
• Eager to learn
• Adept at building strong relationships
• Able to maintain composure and perform well under pressure
• Capable of managing multiple accounts and prioritizing tasks efficiently in a fast-paced environment
• Possessing a strong numerical aptitude to identify discrepancies
• Proficient in Microsoft Office Suite and CRM systems (e.g., Salesforce)

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days.

As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.