Client Services Executive

Job content

Are you ready to join a rapidly scaling FinTech company based in London and Cambridge? We are recruiting on behalf of our esteemed client to find a dynamic and talented individual to join their team as a Client Services Executive. If you have 6 months to a year of experience in customer support or customer success, along with high levels of empathy, this is the perfect opportunity for you!

Our client, a leader in cash asset management, is seeking a dedicated individual to provide best in class service to their prestigious Not for Profit clients. Utilizing their innovative cash asset management platform and established network of banking partners, you’ll ensure that clients receive best-in-class management of their deposits, enhancing security, liquidity, and returns. As a high-energy individual, you’ll thrive in this role within the financial services sector, making a meaningful impact in the non-profit sector.

Here’s what you’ll be doing:

• Onboarding clients onto our systems - supporting the sales team from initial meeting through to the client’s first (of many) deposits onto the platform
• Negotiating bespoke products and rates on behalf of the client with the banking team
• Regularly speaking to clients about their accounts and spotting any opportunities for upselling
• Updating the CRM system with client data
• Articulating ideas and strategies to help generate new business
• Attending networking events and conferences
• Being the main point of contact for new deals from your portfolio of prospective clients
• Keeping track of new products on offer, as well as emerging trends in the wider cash management and treasury market
• Providing research on new sectors/market and competitor intel

Here are the qualifications and skills we’re looking for:

• 6 months to a year of experience in customer support or customer success capacity.
• High levels of empathy, understanding the unique needs of Not for Profit clients
• Honesty and integrity
• Strong work ethic
• Client-serving or relationship management experience
• Ability to work autonomously as well as collaboratively
• Strong organizational and communication skills
• Capacity to excel in a fast-paced environment
• Personable and friendly manner

Joining our client’s team comes with great benefits, including:

• Competitive salary (£28,000 - £32,000 per annum)
• 25 days of holiday (ex. Bank holidays)
• Flexible working opportunities - 3 days in the Cambridge office and 2 days from home (London can be considered too)
• Private medical insurance
• Employee health and wellness discounts
• Cycle to Work Scheme
• Monthly happy hours and team lunches
• Lunch and learn training sessions

But that’s not all! The department is rapidly growing, providing you with ample scope to grow and develop your career. By leveraging your high energy and experience in the non-profit sector, you’ll thrive in this role and contribute to the continued success of our client’s business.

So, are you ready to embark on an exciting journey as a Client Services Executive? Apply now and unlock your potential with us!

Job Type: Full-time

Salary: £28,000.00-£32,000.00 per year

Benefits:

• Company events
• Company pension
• Gym membership

Work Location: In person