Client Services Executive - High Wycombe, United Kingdom - Platinum Resourcing

Tom O´Connor

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Tom O´Connor

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Description
Working within Financial Services you will join this fast-growing company assisting major corporate clients.

You will be a point of contact for all major corporate clients providing daily operational and trading assistance.

You'll have a combination of client facing experience, and problem-solving abilities in order to support the day-to-day relationship of these key corporate accounts, expertly switching between each as needed.


You will be at the forefront as an ambassador for the product and industry-leading service in a key growth division of the business.


Based in High Wycombe, hybrid working is offered after successful completion of probation and a clear path for progression, mapped out by your individual goals and personal objectives.


Responsibilities:


  • Playing a key part of frontline support desk and call handling function
  • Answering a wide range of client daily enquiries
  • Currency trade execution and pricing for clients
  • Payment and banking queries investigating payment issues, liaising internally for banking updates and accurately conveying updates to clients
  • Currency guidance you'll have extensive knowledge from their global currency suite to help clients
  • Routing, responding to, and escalation of tickets (where needed) with exceptional case management/documentation against KPIs
  • A representative on the front line for the product/service. You'll know the product inside out, and will be able to deliver exceptional customer service
  • Keeping the 'client experience' a priority, and managing your own book of accounts where necessary
  • Drive to solve issues and improve the experience
  • Assisting on serving major accounts and being part of dedicated service team
  • Presentations and live client demos/training as necessary
  • Internal/client facing performance reporting and data/process analysis

Experience Required:


  • You will strive in a high pressure environment
  • Have the ability to excel, or previous experience within a busy clientfacing environment with significant monthly workload peaks
  • Be able to manage your workload around tight time constraints
  • Be confident in liaising and mediating between multiple internal departments/teams/platforms to find solutions
  • Confidence in dealing directly with clients as an ambassador for the brand and product in terms of your service approach and interpersonal skills
  • Ability to tailor service to different clients/accounts with their distinct requirements/ways of operating
  • Head for numbers confidence dealing with numbers exchange rates, profit margins and an awareness of commercial implications
  • Experience with Microsoft suite (particularly excel) or Google Suite advantageous but not essential
  • Interest in Financial services

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