- Providing administrative support across the Client Services functions.
- Assisting the Payments Team with queries, record management and day to day administrative tasks.
- Supporting the Compliance function with new applications and periodic reviews of client files.
- Client Onboarding and Needs Assessment, guide clients through the post approval onboarding process.
- Collaborate with cross-functional teams to address client needs and expectations.
- Build and maintain strong, long-lasting relationships with clients.
- Act as the primary point of contact for clients, addressing inquiries and providing timely responses to ensure client satisfaction.
- Work closely with clients to gather feedback and provide insights to help enhance products and services.
- Identify opportunities for upselling or cross-selling based on client needs and objectives.
- Maintain accurate and up-to-date records of client interactions, agreements, and preferences.
- Excellent attention to detail.
- Good communication skills both verbal and written
- A good understanding of MS Word, Excel and Outlook.
- The ability to build a professional rapport with clients.
- Experience in customer success, or a similar client-facing role.
- Problem-solving abilities.
- Proactive and self-motivated with the ability to work independently.
- Understanding of CRM software and other relevant tools – specifically HubSpot would be an advantage.
- Prior experience of working within a regulated financial services environment is desirable but not essential.
- Attractive base salary
- Day off on your birthday
- Opportunity to learn and develop new skills.
- Quarterly team celebrations
- Opportunity to attend industry events and conferences.
- Growth Opportunities: Tailored professional development and mentorship opportunities.
- Inspiring Workplace: Work closely with highly experienced leaders who've pioneered change in our industry.
- Cutting-Edge Tools: Access to the latest technology and resources to ensure you succeed.
- Compelling Compensation: Competitive salary and an attractive benefits package.
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Client Success Executive - London, United Kingdom - Interpolitan Money
Description
About Interpolitan Money
Interpolitan has been on a mission to provide premium alternative banking solutions to bridge gaps between countries, cities and people.
We offer tailored services and multi-currency solutions for seamless local and international transactions, helping businesses and individuals overcome traditional banking barriers.
In the past, financial journeys were fraught with red tape, slow systems and arbitrary transaction limits. Now, everything has changed. Thanks to our unique approach, Interpolitan clients can easily meet financial goals and make cross-border transactions worldwide.
We're a values-led organisation and place integrity at the heart of every decision. As we expand both domestically and internationally, these core principles empower us and help us drive growth and the development of company culture in an ethical way.
Our global business has team members in the UK, India and the UAE. We're looking for talented innovators who are passionate, positive and capable of thinking outside the box to solve challenges.
If you share our values and would like to be part of our journey, we encourage you to apply for one of our open roles.
About The Role
As we invest more into our growth, we're looking for a talented Client Success Executive. Our Client Services Team sits at the heart of our business. We believe that providing our clients with a positive experience is everyone's responsibility, regardless of their position or function. We therefore proactively encourage cross over between teams to provide the best outcomes possible.
You will play a crucial role in understanding client needs, ensuring satisfaction, and facilitating a smooth onboarding process. This position requires a combination of excellent communication skills, and a customer-centric approach.
What You'll Be Doing
Requirements
Nice to have:
Benefits
Salary range: £20,000 - £24,000
Why You'll Love Working Here:
Ready to take the next step in your career journey? Submit your application today and help shape the future of finance.
Interpolitan is an equal opportunity employer. We are committed to building a diverse and inclusive work environment where we learn from each other. We welcome people from diverse backgrounds, experiences, abilities and perspectives, and believe our differences add value to our organisation.