Senior Client Services Executive - financial services

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 Senior Client Service Executive to join. In this role, you will serve as the primary point of contact for clients, ensuring their needs are met with professionalism, efficiency, and a solutions-oriented mindset. You will collaborate with internal teams to deliver exceptional service and help foster long-term client relationships.

The successful candidate will have at least 2 years' experience within client services within the financial services/fintech sectors.

We are looking for a highly motivated and detail-oriented individual with a strong customer focus. You will be a natural problem-solver, a collaborative team player, and possess excellent communication skills.

Key Responsibilities:

• 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.
  • Offer currency guidance, leveraging extensive knowledge of our client's global currency suite to identify opportunities within clients' existing processes.
• 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 to enhance client relationships.

Skills and Experience

• Experience: At least 2+ years in client services, account management, or a customer-facing role within financial services.
• Attention to Detail: Meticulous in handling live currency trade bookings, banking information, figures, and high-value/volume payments, ensuring accuracy is paramount. You can also proactively identify potential client issues (e.g., payment dates, banking data).
• Communication: Excellent and confident in all forms: face-to-face, email, and telephone.
• Curiosity & Problem-Solving: Eager to learn, striving to become a reliable resource for both clients and internal stakeholders. You'll consistently seek the best solutions and outcomes for clients from start to finish.
• Confidence: Use lessons learned to effectively resolve challenges, demonstrating thoroughness in problem-solving. A no stone left unturned attitude.
• Collaboration: Adept at building strong relationships with internal departments to leverage all business resources effectively.
• Resilience: Able to maintain composure and perform well under pressure.
• Organisation: Capable of managing multiple accounts and prioritizing tasks efficiently in a fast-paced environment.
• Analytical Mindset: Possessing a strong numerical aptitude to identify discrepancies.
• Computer Literacy: Proficient in Microsoft Office Suite and CRM systems (e.g., Salesforce).

Benefits:

• Competitive salary
• 12% total pension contribution
• Full Private Medical Insurance (AXA)
• Professional Development Budget
• Online Well-being Platform
• Cycle To Work Scheme
• A day off on your Birthday!
• A collaborative and inclusive work culture

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.