Client Executive Sales Trading
Core
Primary service contact for premium clients, ensuring seamless support and identifying opportunities for client growth and retention.
Role type
Senior IC client executive (sales trading)
Builds
Premium client service experience and retention
Domain
Financial services / Trading
Deliverable
client delivery
Required skills
client service, account management, financial services knowledge, CRM proficiency, problem-solving, communication, multi-priority management, commercial awareness
Preferred skills
regulated financial environment experience, trading products knowledge
Responsibilities
Respond to client inquiries via multiple channels, coordinate with Dealing/Product/Operations to resolve issues, monitor client health and escalate retention risks, maintain CRM records, achieve team SLA and availability metrics, conduct client check-ins, provide market updates and product education, identify cross-selling/upsell opportunities, generate referrals
Seniority
Mid-level, hands-on IC
