The Senior Client Services Officer works within a busy, cross-jurisdiction Client Services team to manage client accounts, process payments and transactions, and uphold quality standards. The job demands excellent organisational skills, attention to detail and the ability to handle multiple priorities under pressure - all while supporting departmental strategy and continuous process improvement.
Client Details
The client is a financial services firm in the City of London. It provides cross-border FX solutions, global bank accounts and services to corporations and investment funds across Europe. The firm is undergoing an acquisition, signalling a strategic transformation that could bring expanded global reach and growth potential.
Description
The duties of the Senior Client Services Officer include:
*Working with Client Service Managers, Relationship Partners and the Accounts team to implement account strategies, configure accounts, execute deals/transactions and maintain ongoing account operations.
*Promoting a culture of continuous improvement, identifying process gaps and proactively driving innovations and efficiencies.
*Leading initiatives aligned with departmental and business KPIs, proposing and implementing process improvements.
*Managing team diaries, workload allocation, delegation, and ensure tasks and training are completed.
*Preparing monthly and quarterly performance reports for leadership, aligning service delivery with commercial strategy.
*Using CRM tools and internal data to generate dynamic reporting, uncover trends and identify opportunities for clients or partners.
*Coordinating cross-practice training workshops and support team development plans.
Profile
The ideal candidate would have substantive experience at senior level within a client/account services team in the financial services sector - ideally in FX, brokerage or corporate services. They should be comfortable influencing senior stakeholders and working under pressure, with strong organisational skills and the capacity to juggle multiple tasks to tight deadlines. Proactive, diligent, commercially minded, with excellent interpersonal skills, strong attention to detail, and a willingness to step outside comfort zones and lead process-driven change.
Job Offer
The Senior Client Services Officer role comes with a competitive salary, private healthcare (for employee and family) from day one, a cycle-to-work scheme, quarterly team celebrations, sponsored training and development, 25 days paid annual leave plus public holidays each year, enhanced maternity/paternity policies, and access to a gym and Friday-drinks bar onsite.