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Senior client services associate

Southampton
Permanent
Page Personnel
Service
Posted: 8 December
Offer description

1. Permanent role working in London's west end location
2. Leading FX, Payments and alternative Financial Services business

About Our Client

This opportunity is with a leading British financial services company specialising in helping corporations manage risk, provide cross border payments, and offer alternatives to traditional banking.

Job Description

3. Deliver an effective account strategy, including account setup, transaction execution, and ongoing management.
4. Foster a culture of continuous improvement and innovation, proactively identifying and addressing process gaps before they occur, and encouraging open communication and collaboration.
5. Lead initiatives that directly support the group's Key Performance Indicators, recommending process enhancements and innovations that align with departmental and business objectives.
6. Oversee team schedules to ensure timely completion of work while allocating time for training and responding to ad hoc client queries. Conduct regular check-ins to manage workload, delegation, and team capacity.
7. Produce monthly and quarterly performance reports for the Client Service Manager, aligning service outcomes with the wider commercial strategy.
8. Utilise CRM tools to generate dynamic reporting that highlights trends and insights to support the development of clients and partners.
9. Analyse internal data sources to proactively identify opportunities and map emerging trends.
10. Design and facilitate cross-practice workshops and training sessions to support ongoing team development.

The Successful Applicant

A successful Senior Client Services Associate should have:

11. Extensive experience operating at a senior level within Client/Account Services in the FX, Payments, Brokerage, areas of financial services
12. Confident working with senior stakeholders and able to influence key decision-makers.
13. Highly organised, with the ability to manage multiple priorities and meet tight deadlines.
14. Proactive and hands-on in managing accounts and client relationships.
15. Comfortable working in fast-paced, high-pressure environments.
16. Strong interpersonal skills-confident, positive, diplomatic, and able to establish credibility quickly.
17. Diligent, committed, and consistently proactive.
18. Adaptable, resilient, and able to thrive when faced with new challenges or unfamiliar situations.
19. Exceptional attention to detail and accuracy.
20. Tenacious and driven, with the ability to lead initiatives and motivate both internal and external teams.
21. Strategic thinker with strong commercial awareness.

What's on Offer

22. Senior Client Services Associate role
23. Salary ranging from £50,000 to £55,000 per annum.
24. Comprehensive benefits package
25. Permanent position within a reputable banking industry client in London's West End location.
26. Opportunities for professional growth and development. A clear path to management.
27. Collaborative and supportive work environment.
28. Please note this is initially 5 days in the office, 4 day hybrid once training is complete.

If you are ready to take the next step in your career as a Senior Client Services Associate in the banking payments industry, we encourage you to apply today

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