Institutional Client Servicing Executive

An Institutional Client Servicing Executive at Ebury plays a crucial role in supporting clients by ensuring smooth transactions and processes. They act as a liaison between the clients and various internal departments, providing exceptional customer service through email, chat, and calls while resolving queries and identifying upsell opportunities.

To succeed as an Institutional Client Servicing Executive at Ebury, candidates should possess strong communicative skills, attention to detail, and the ability to multi-task effectively. Fluency in English is essential, with French being an advantage. A proactive approach to problem-solving and a high level of client service is also necessary.

Ebury fosters a collaborative, dynamic, and inclusive work culture. As an Institutional Client Servicing Executive, you will be part of a diverse team that values innovation and celebration of success, creating an environment where your unique contributions are recognized and appreciated.

Being an Institutional Client Servicing Executive at Ebury provides significant opportunities for professional growth and career progression. The role involves diverse responsibilities that allow you to develop your customer service abilities, learn about financial technology, and work closely with various teams across the company.

Key responsibilities include managing client requests via various communication channels, collaborating with internal departments to solve queries, providing excellent customer service, and identifying upsell opportunities from the existing client portfolio at Ebury.

Yes! The Institutional Client Servicing Executive role at Ebury allows for a flexible working arrangement, with 4 days in the office and 1 day working from home. This balance helps maintain both productivity and employee well-being.

Candidates applying for the Institutional Client Servicing Executive role will benefit from strong communication skills, attention to detail, the ability to work under pressure, a proactive mindset, and the capability to prioritize workloads efficiently.

When asked about your experience with client servicing, highlight specific examples of your previous roles. Discuss how you addressed client needs, the tools you used to manage communications, and instances where you successfully resolved complex inquiries.

To answer this question, provide tangible examples of past experiences where you managed stress effectively. Discuss techniques such as prioritizing tasks, staying organized, and asking for help when necessary to maintain high levels of customer service.

Define excellent customer service from your perspective, emphasizing the importance of listening, empathy, timely responses, and the ability to go above and beyond for clients. Provide an example of a time when you delivered exceptional service.

Share your systematic approach to prioritizing client requests, such as assessing urgency and impact, keeping track of deadlines, and using tools to organize your work efficiently. Illustrate with real-life examples where applicable.

Discuss your understanding of the clients' needs and how maintaining strong relationships allows you to identify upsell opportunities naturally. Offer examples of previous success in recognizing these moments and persuading clients effectively.

Explain your collaborative strategies, including open communication, regular updates, and joint problem-solving sessions. Provide an example of a time when collaboration led to a successful outcome.

Walk through a specific challenging situation, detailing the problem, the actions you took, the communication involved, and the successful resolution. Emphasize your problem-solving skills and customer-centric approach.

List the specific tools or software you have experience with that are relevant to client servicing, such as CRM systems, email platforms, or productivity tools. Discuss how you’ve used these tools to enhance service and efficiency.

Reflect on your communication style and how it adapts to different clients’ personalities. Share your approach to ensuring clarity, understanding, and rapport-building in each interaction.

Express your passion for the FinTech sector and your admiration for Ebury's culture and growth. Highlight how Ebury's mission aligns with your career goals, and illustrate your eagerness to contribute to the team's success.