Client Services Executive / Associate

Overview

Job Title

Full-Time

Role Overview

Client Development

• Build and maintain strong relationships with institutional clients and trading counterparties.
• Support business development initiatives by identifying opportunities to enhance client engagement and revenue growth.
• Assist with onboarding new clients, including KYC and documentation processes.
• Coordinate with sales and trading teams to ensure smooth client integration and ongoing support.
• Maintain regular communication with clients regarding platform usage, products, and operational updates.

Trade Operations

• Monitor and support daily FX trade flow and post-trade processes.
• Investigate and resolve trade breaks, settlement issues, and operational discrepancies.
• Liaise with liquidity providers, counterparties, custodians, and internal teams to ensure timely trade execution and settlement.
• Ensure operational procedures comply with internal controls and regulatory requirements.
• Assist with reconciliation processes and reporting requirements.

Account Management

• Act as the primary point of contact for client operational and service-related matters.
• Maintain accurate client records and account documentation.
• Coordinate account setup, amendments, funding, and platform access requests.
• Monitor client activity and escalate operational or compliance concerns when necessary.
• Provide ongoing support to institutional clients to ensure a high level of satisfaction and retention.

Client Services

• Deliver professional and timely support to institutional clients across multiple communication channels.
• Respond to client inquiries relating to trading platforms, account activity, settlements, and market operations.
• Work closely with internal departments including Sales, Compliance, Finance, and Trading.
• Contribute to process improvement initiatives to enhance client experience and operational efficiency.
• Prepare client reports and assist with periodic service reviews.

Skills & Experience

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Previous experience within institutional FX, prime brokerage, financial services, or capital markets preferred.
• Understanding of FX products, trade lifecycle, and settlement processes.
• Strong attention to detail and problem-solving abilities.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced trading environment.
• Proficiency in Microsoft Office and CRM/trading systems.
• Knowledge of regulatory and compliance frameworks is advantageous.

Preferred Attributes

• Client-focused mindset with strong relationship management skills.
• Ability to manage multiple priorities under pressure.
• Team-oriented with a proactive and professional approach.
• Strong analytical and organisational capabilities.