Client Service Executive

• Assist the client journey from registration through KYC approval, platform setup and first trade

• Contact and follow up with new inbound clients promptly

• Act as the link between clients, partners and the KYC/Compliance team

• Keep clients and partners informed about onboarding progress

• Handle routine payment and settlement queries, escalating where necessary

• Provide basic platform demonstrations and refresher sessions

• Re-engage approved or dormant clients who have not started trading

• Coordinate routine client reporting and operational requests

• Maintain accurate and up-to-date client records in the CRM

• Work closely with Sales, Partnerships, Trading, Compliance and Operations to ensure nothing falls through the gaps

• Act as the first point of contact for routine client, payment and onboarding queries

• Excellent client-service and communication skills
• Highly organised, responsive and comfortable managing multiple requests
• Confident working with clients, partners and internal teams
• Able to take ownership of issues and coordinate them through to resolution
• A basic understanding of FX products, payments, trading processes and KYC would be beneficial
• Previous CRM experience is helpful
• Junior-to-mid-level operational experience

Demonstrates strong client-service and communication skills while effectively managing multiple requests and coordinating operational processes. Proficient in maintaining client records and facilitating onboarding, with a foundational understanding of FX products and KYC compliance.

• Client-Service Skills
• Communication Skills
• CRM Experience
• KYC Understanding
• Operational Experience

• KYC
• FX Products
• Payments
• Trading Processes
• Client Reporting

• Highly Organised
• Responsive
• Ownership
• Coordination

• Onboarding
• Client Journey
• Payment Queries
• Settlement Queries

• CRM