Ebury
Junior Client Portfolio Manager
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Junior Client Portfolio Manager
Ebury London Victoria office - Onsite
We are offering an exciting opportunity to join a fast-growing team in London. You will be a point of contact for some of our corporate clients, providing daily operational and trading assistance as well as building relationships and upselling Ebury's products. You’ll have a combination of client-facing skill/experience, operational know-how, and problem-solving abilities. In order to support the day-to-day relationship of our corporate accounts, you will possess these qualities with the ability to expertly switch between each as needed. You’ll be servicing the revenue and growth area of the business at an exciting time for the company. You will act as an ambassador for the product and service at a customer-facing level.
About you:
- A passionate individual with a strong interest in sales/client servicing
- Knowledge of FX
- Prepared to go the extra mile to exceed customer expectations and experience
- Desire to deliver best-in-class service, to support our industry-leading offering
- Strong written and verbal communication skills
- Strives in high pressure/pace environment
- Ability to excel within a busy client-facing environment with significant monthly workload peaks (previous experience preferred)
- Managing workload around tight time constraints
- Confidence in liaising and mediating between multiple internal departments to find solutions
- Confidence in dealing directly with clients as an ambassador for the brand and product in terms of your service approach and interpersonal skills
- Have the capacity to manage different types and nature of enquiry simultaneously across several platforms and for a different type of clients
- Resolve client issues as they arise
- Ability to multitask/prioritise – working around the daily deadline
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Commercial awareness:
- Confidence to promote the company offering and awareness to identify new opportunities to grow new and existing key accounts. This could be in terms of new currency requirements/upcoming client needs, working with sales/commercial teams as appropriate, highlighting developments & improvements to the product to our clients, etc.
- Head for numbers – confidence dealing with numbers - exchange rates, profit margins, and an awareness of commercial implications
Eye for detail:
- Dealing with live currency trade booking, banking information, figures, and high value/volume payments and clients - accuracy of work is particularly key
- Helping clients identify issues preemptively (e.g., payment dates, banking data, etc.)
Drive to solve problems:
- Self-starter with the initiative and ability to ‘get stuck in’ - Confidence to find solutions working with teams internally – take ownership of client issues/queries and see through to the end
- Interest in currency markets helpful
Experience with Microsoft suite (particularly Excel)
Role:
- You will be looking after a portfolio of 300 clients who will be trading online through our EBO platform
- You will have an understanding of clients' business activity/core business, FX needs
- Making sure clients have Ebury as their main platform for trading and making payments internationally
The ideal candidate will have the following:
- Sales skills/experience is a PLUS
- Knowledge of all products Ebury does offer
- Being able to adapt in a constant evolving and challenging environment
It is an exciting and challenging opportunity for anyone looking to get started in FinTech/Foreign Exchange.
What we can offer you:
- A career with Ebury, which is a hyper-growth FinTech firm, named in 2021 as one of the top 15 European Fintechs to work for by Glassdoor and AltFi.
- A clear path for progression, mapped out by your individual goals and personal objectives.
- The tools to develop and master your client relationship skills with the view to you becoming the primary Servicing Executive on a number of accounts.
- The opportunity to service and develop your own book of clients.
- A support structure that will drive you to succeed in your next goal.
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About us
Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally.
Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 1,800+ Eburians across nearly 70 cities and we’re always looking to add to our team.
At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage.
The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.
We believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.
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