Client Executive Sales Trading

Job Title

Client Executive Sales Trading

Job Description

Who are we?

IG Group is a FTSE 100 fintech operating across five continents, serving over 1.4m customers and handling billions of dollars in transactions – built on 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 effectively and connect with each other. When it comes to how we deliver, there are 5 things we want everyone to do to drive high performance, better learning and career satisfaction:

Lead and Inspire: Drives 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