Junior Client Services Executive

Summary

The job is a front-line role in Xe's consumer business that focuses on delivering an excellent customer experience, driving revenue, and building customer loyalty. The role involves account management, relationship nurturing, KPI monitoring, adhering to processes and regulatory requirements, learning about the currency market, and team collaboration.

Requirements

• Experience in a revenue generating/sales role
• Interest in financial services
• Excellent communication skills, spoken and written
• Learning mindset
• Ability to adhere to process
• Comfortable working in a fast paced, target driven environment
• Numerate and able to analyze and react to individual/team performance data, in order to optimize performance and revenue generation
• Ability to work in a global team, sharing best practice and working collaboratively to raise the bar across the organization
• Customer focused

Responsibilities

• Guide and account manage our HNW private customers from initial account opening and understanding of their requirements, through to deal execution and completing their money transfers
• Nurture customer relationships to optimise repeat transactions, ensuring your pipeline and client base is managed efficiently
• Monitor KPIs to optimise daily/monthly/quarterly/annual revenue targets and activity levels
• Adhere to standard processes and regulatory requirements – ensuring your actions are in the customers best interests at all times
• Be an active learner, pro-actively develop and grow your understanding of the currency market, and the payment services industry
• Actively engage with your team in coaching and performance discussions, seeing these conversations as an opportunity to continuously improve your personal performance
• Provide the best possible customer experience in every engagement

Benefits

• IMSS
• INFONAVIT
• 5% Food Vouchers
• 15 vacation days per year
• 30 Christmas bonus day per year