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About the Role

Serve as a primary service contact for premium clients, ensuring seamless support while identifying opportunities for client growth and retention. Build lasting client relationships through outstanding service delivery and relationship depth.

Responsibilities

Serve as primary service contact for your portfolio and respond promptly to client inquiries, issues, and service requests via multiple channels.
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.
Contribute to overall team SLA performance and desk coverage excellence.
Achieve strong personal availability metrics 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.
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.
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.

Requirements

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.
Strong client-centric mindset and ability to problem-solve.
Excellent communication skills across phone, email, video, and messaging platforms suitable for high-net-worth client interactions.
Ability to manage multiple priorities and maintain composure under pressure.
Commitment to desk coverage and team-based service delivery.
Commercial awareness: ability to recognise opportunities without compromising service focus.
Collaborative team player who contributes to collective service excellence.
Professional demeanour and ability to build credibility with premium clients.

Skills

Client service
Account management
Financial services
Trading products
Trading platforms
Market dynamics
CRM systems
Service management tools
Problem-solving
Communication skills
Client interaction
Priority management
Teamwork
Commercial awareness

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

Client Executive

Education Level

Bachelor's degree preferred

Salary/Compensations

Competitive salary
Flexible Benefits Package on top of your salary (12%)

Benefits

Private medical cover for you and your family
Life insurance
Contribution to gym memberships
25 Days holiday, with 1 additional day off to celebrate your Birthday & 2 additional days off a year for voluntary work (28 in total)
The option to buy or sell holiday days
A comprehensive global and local onboarding process
Enhanced primary (maternity), secondary (paternity), and shared parental pay and leave, as well as a range of support and benefits for parents

About the Company

IG Group is a FTSE 100 fintech operating across five continents, serving over 1.4m customers and handling billions of dollars in transactions – built on 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.