Finance Assistant / Client Services Executive

High Wycombe, UK
16 Oct 2019
27 Oct 2019
Contract Type
Full Time
We have a great role for a company that offers growth, fantastic benefits and very competitive salary. This role involves financial management of accounts as well as stake holder management thus offers variety, exposure, growth and opportunity.

Please review the job spec below and if you have the skill set required please apply asap.

Role: Finance Assistant / Client Services Executive

Salary: £30k - £36k

Benefits: Include Pension, Death in Service, Gym Membership, Bonus, Free Parking, regular team events and fantastic working environment

Location: High Wycombe

Role Summary

A point of contact for all major corporate (Mass Payment) clients providing daily operational and trading assistance. You'll have a combination of client facing skill/experience, operational knowhow and problem-solving abilities in order to support the day-to-day relationship of these key corporate accounts, expertly switching between each as needed. You'll be servicing the primary revenue and growth area of the business at an exciting time for the company, at the forefront as an ambassador for the product and service.

About you:

- Dealing with live currency trade booking, banking information, figures and high

value/volume payments and clients - accuracy of work is particularly key

- Helping clients identify issues pre-emptively (e.g. payment dates, banking data etc.)

- Strives in high pressure/pace environment

- Confidence liaising and mediating between multiple internal departments to find


- Confidence in dealing directly with clients as an ambassador for the brand and

product in terms of your service approach and professional interpersonal skills

- Have the capacity to manage different types and nature of enquiry

simultaneously across several platforms and for different type of clients

- Resolve client issues as they arise and take proactive, full ownership for issues

- Confidence to promote the company offering and awareness to identify new opportunities

to grow new and existing key accounts. This could be in terms of new currency

requirements/ upcoming client needs, working with sales/commercial teams as

appropriate, highlighting developments & improvements to the product to our clients etc.

- Head for numbers - confidence dealing with numbers - exchange rates, profit margins

and an awareness of commercial implications


- Payment platform/ operational support

- Willingness to learn and become a 'go to' person on both our payments platform/software

and the full trading/payments cycle throughout lifespan of client

- Manage clients in all stages of the relationship from early-stage integration/onboarding

through to daily trade booking/support

- Presentations and live client demos/training as necessary

- Be a representative on the front line for the product/service. You'll know the product

inside out, and will be able to deliver industry-leading customer service

- Answering client daily banking enquiries

- Payment queries - investigating payment issues/ liaising internally for banking

updates/confirmations and accurately conveying updates to clients

- Highlight currency-specific banking/payment requirements and building personal

knowledge on clients currency suite to help clients (particularly in more exotic

currency markets)

- Keeping the 'client experience' the priority - demonstrable customer service


- Ability to tailor service to different clients/accounts with their distinct requirements/ways of operating

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