Client Executive Sales Trading

Job description

Job Title Client Executive Sales Trading Job Description Who are we? IG has been at the centre of retail trading and investment since 1974, when we helped create the market for financial spread betting. Today, we're a FTSE100 fintech operating across five continents, serving over 700,000 clients and handling billions in transactions - built on decades of 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. Your team Joining our close-knit Client Executive team, you’ll report into our Team Lead - Sales Trading to deliver service excellence through consistent desk coverage, rapid response times, and high client satisfaction. Your role in the Team’s Success You'll serve as a primary service contact for premium clients, ensuring seamless support while identifying natural opportunities for client growth and retention during service interactions. This is about building the foundation for lasting client relationships through outstanding service delivery and relationship depth. What will you do? 1. Premium Service Delivery Serve as primary service contact for your portfolio and respond promptly to client inquiries, issues, and service requests via multiple channels (phone, email, video, messaging) 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 2. Team-Based Service Excellence Contribute to overall team SLA performance and desk coverage excellence Achieve strong personal availability metrics (on queue %) 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 3. Client Satisfaction & Relationship Building 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 4. Commercial Value-Add 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 What you’ll need for this role: 1. Experience & Education 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 Bachelor's degree preferred 2. Personal Attributes 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 How we work We try to take a thoughtful approach to our ways of working as a company. We follow a hybrid working model with 3 days in the office – which we think balances the need to collaborate effectiv ely and connect with each other . When it comes to how we deliver, t here are 5 things we want everyone to do to drive high performance, better learning and career satisfaction : Lead and Inspire: D rives trust, alignment, and enthusiasm Think Big: Focus on the problems that most impact commercial outcomes Champion the client: Understand and prioritise client's needs Deliver at pace: Push for fast, sustainable growth; Raise the bar: Take ownership , be accountable and share feedback We believe that diversity is vital to success, it fuels creativity, drives innovation and sets us up for global success. We’re committed to building teams with a variety of perspectives and skills to help us realise our vision and strategy, that’s why we encourage applications from people with diverse backgrounds and experiences to join us on this journey. Learn more about our D&I approach here . The Perks Your growth fuels our success! Thrive with tailored development programs, mentoring opportunities with leaders, and clear career progression. Expand your network through committees, sports and social clubs. Enjoy extra time off for volunteering and community work. Competitive salary Flexible Benefits Package on top of your salary (12%) 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. Unlimited access to the LinkedIn Learning Platform A comprehensive global and local onboarding process Employee-led LGBTQ+, Women’s, Black and Parents & Carers networks with an annual budget for organising events & projects that foster an open, diverse and inclusive culture Enhanced primary (maternity), secondary (paternity), and shared parental pay and leave, as well as a range of support and benefits for parents Option to participate and create ESG initiatives based on IG Brighter Future Fund Learn more about the Perks here ! Join us for this exciting journey. Apply now! Number of openings 1