Client Executive Sales Trading

Job Title Client Executive Sales Trading

Job Description Who are we?

IG has been at the centre of retail trading and investment since 1974, when we helped create the market for financial spread betting. Today, we're a FTSE
100 fintech operating across five continents, serving over 700,000 clients and handling billions in transactions - built on decades of scale, trust and proof. We didn't pivot to innovation; it's how we've always operated. What that means for the people who work here is real: genuinely complex problems to solve, the technology and resources to tackle them properly, and the kind of scope that’s rare in established businesses.

The bar is high - bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next. Join us at IG – the future gets built here.

Your team Joining our close-knit Client Executive team, you’ll report into our Team Lead - Sales Trading to deliver service excellence through consistent desk coverage, rapid response times, and high client satisfaction.

Your role in the Team’s Success You'll serve as a primary service contact for premium clients, ensuring seamless support while identifying natural opportunities for client growth and retention during service interactions. This is about building the foundation for lasting client relationships through outstanding service delivery and relationship depth.

What will you do?1. Premium Service Delivery Serve as primary service contact for your portfolio and respond promptly to client inquiries, issues, and service requests via multiple channels (phone, email, video, messaging)
Coordinate with Dealing, Product, and Operations teams to resolve client issues effectively

Monitor client health indicators and escalate retention risks to senior Client Executives Maintain accurate, comprehensive client records in CRM with detailed interaction history
2. Team-Based Service Excellence Contribute to overall team SLA performance and desk coverage excellence

Achieve strong personal availability metrics (on queue %) and demonstrate commitment to client accessibility

Participate in desk coverage schedule to ensure premium client accessibility during trading hours and peak periods

Work collaboratively to achieve team-based service targets and maintain accountability for premium service standards

Share best practices and support peers during high-volume periods to maintain service standards
3. Client Satisfaction & Relationship Building Achieve high client satisfaction (CSAT) scores through responsive, professional service

Conduct regular check-ins with assigned clients to assess satisfaction and needs

Provide market updates, platform guidance, and product education as appropriate

Address client concerns promptly and escalate appropriately when needed

Build client loyalty through consistent positive interactions and exceptional service experiences
4. Commercial Value-Add Identify cross-selling and upsell opportunities naturally during service interactions

Recognise opportunities for product education and expansion aligned to client needs

Communicate client growth opportunities to Sales Client Executives for follow-up Generate referrals through exceptional client experience

Log opportunities using task-based system for tracking while maintaining service-first approach

What you’ll need for this role:
1. Experience & Education Demonstrable experience in client service, account management, or financial services

Understanding of trading products, platforms, and market dynamics

Experience working in regulated financial environments (preferred)
Proficiency with CRM systems and service management tools

Bachelor's degree preferred
2. Personal Attributes Strong client-centric mindset and ability to problem-solve

Excellent…