Job Title
Client Executive Sales TradingJob 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.
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
1IG Group London, England Office
Cannon Bridge House, 25 Dowgate Hill, London, United Kingdom, EC4R 2YA
