Customer Relations Executive
Core
Point of contact for corporate clients providing daily operational and trading assistance, acting as an ambassador for the product and service.
Role type
Customer Relations Executive (Customer Success)
Builds
Client retention and growth for a fintech platform offering business accounts, hedging, and financing.
Domain
Fintech / Foreign Exchange (FX) / Corporate Banking
Deliverable
client delivery
Required skills
Client servicing, problem-solving, commercial awareness, numerical confidence, multitasking, prioritization, internal stakeholder management, sales skills, knowledge of FX, Microsoft Excel
Preferred skills
Experience with high-volume client-facing environments, interest in currency markets
Technologies
Microsoft Excel, proprietary Ebury platform
Responsibilities
Manage a portfolio of 200-300 clients trading online; resolve client issues and identify pre-emptive problems; liaise between internal departments to find solutions; promote company offerings to identify growth opportunities; handle live currency trade bookings and high-value payments with accuracy.
Seniority
Individual Contributor
