Client Service Executive

Our client is a fast-growing Fintech company, delivering intelligent, tech-driven solutions for seamless international finance management. They're 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. You'll 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:

• 1-3+ 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.

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit (url removed) and (url removed) for our privacy policy.