FX Client Services Analyst FX Client Services Analyst …

Charles Levick
in Amersham on the Hill, England, United Kingdom
Permanent, Full time
Last application, 18 Sep 20
GBP000 - GBP28000 per annum
Charles Levick
in Amersham on the Hill, England, United Kingdom
Permanent, Full time
Last application, 18 Sep 20
GBP000 - GBP28000 per annum
Charles Levick
The Client Services Analyst team oversees the smooth day to day running of the FinTech client experience. Using extensive knowledge of the tech products, you will provide expert advice to manage any queries and help enable new and existing clients to make the best of use the facilities available to them.

The role will give the successful candidate a great insight into the inner workings of our platform and services, will make them extremely well placed to develop their career path as opportunities arise in any of operations, sales, product or finance teams.


  • Learning and maintaining a thorough knowledge of all the internal workings of our platform in order to guide clients through usage and set up of all its aspects.

  • Ensuring that service level agreement requirements are met for all clients through timely response, escalation and resolution of issues.

  • Maintain strong relationships with clients.

  • Taking account of client feedback to assist the product team in suggesting changes. Though this will be ongoing it will be especially important to measure product performance

  • Keep note of inefficiencies in any processes related to the product and build business cases for automation opportunities

  • Assist the operations team with data analysis, reporting and monitoring of client activity

  • Set up new accounts for onboarded clients and guide users through activation and usage of their account


  • Learn first-hand about the functionalities of operations, implementation, product, technical, compliance, finance, sales and business development processes involved in the success and delivery of the fintech products.

  • Spend time shadowing members of all teams across the business to gain key insight into the success of the fintech team as well as identify which areas you wish to explore further.

  • Attend industry events related to the FX, payments and technology space

  • Receive training both internally and externally regarding the history, context and fundamentals of the FX, payments and platform space

  • Take part in wider company discussions to help influence strategic direction and have input in the innovation process to help generate new ideas

  • Identify and manage small projects relating to areas of interest to you that would potentially be of benefit to the business

  • Improve key professional skills like data analysis, technical presentations, stakeholder management and project management


  • Bachelor's degree level of education or equivalent OR 6 months work experience in professional industry, preferably in the finance or technology sectors
  • Strong customer service skills

Company Overview

Charles Levick Limited are a leading global financial recruiter providing innovative solutions across Capital Markets, Financial and Professional Services organisations. Founded in 2008, Charles Levick is privately owned and operates from offices based within the City of London and New York.

A truly independent company with a global reach, we pride ourselves on delivering honest and intelligent guidance developing long term sustainable relationships. Our breadth of expertise and services allow us to deliver solutions across our sectors ranging from junior analyst through to C-Suite requisitions, all delivered with exceptional levels of attention to detail and service that have helped us to grow into the organisation we are today.

We have managed to build an enviable reputation partnering a diverse range of large and small organisations initially within London, but now globally, actively supporting clients across Europe, Asia and the US. With decades of experience, we have been able to develop a substantial knowledge of our markets as well as building loyal relationships with our clients and candidates.

Our business is devised of 5 core areas of specialisation:

  • Operations/Infrastructure
  • Compliance
  • Risk & Actuarial
  • Change, Transformation & Technology
  • Fintech
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