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Client services executive

Milton (Cambridgeshire)
Grafton Recruitment
Client services executive
Posted: 9h ago
Offer description

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.

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