Client Executive Sales Trading
IG operates an award-winning trading platform and provides forex trading services, support, and educational resources through IG Academy.
About IG
IG is a trading-services company offering an award-winning trading platform, including forex trading services in the US. Its website highlights instant support and educational resources through IG Academy, and warns users about the risks of leveraged CFD trading.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will be the primary service contact for a portfolio of premium clients, responding to enquiries across phone, email, video and messaging. You will coordinate with Dealing, Product and Operations teams, monitor client health, keep CRM records, take part in desk coverage, run check-ins, provide market updates and spot cross-sell opportunities.
Requirements
- Demonstrable experience in client service, account management or financial services
- Understanding of trading products, platforms and market dynamics
- Proficiency with CRM systems and service management tools
- Excellent communication skills across phone, email, video and messaging
- Ability to manage multiple priorities and maintain composure under pressure
- Experience in regulated financial environments (preferred)
- Bachelor's degree (preferred)
Responsibilities
- Serve as primary service contact for your client portfolio
- Respond promptly to client inquiries, issues and service requests via multiple channels
- Coordinate with Dealing, Product and Operations teams to resolve client issues
- Monitor client health indicators and escalate retention risks
- Maintain accurate client records in CRM
- Contribute to team SLA performance and desk coverage
- Conduct regular client check-ins and provide market updates, platform guidance and product education
- Identify cross-selling and upsell opportunities and pass them to Sales Client Executives
- Log opportunities in the task-based tracking system
Benefits
- Flexible Benefits Package on top of salary (12%)
- Private medical cover for you and your family
- Life insurance
- Contribution to gym memberships
- 25 days holiday plus birthday day off and 2 days for voluntary work (28 in total)
- Option to buy or sell holiday days
- Comprehensive global and local onboarding process
- Enhanced maternity, paternity and shared parental pay and leave
- Hybrid working
