Client Services Executive/ Account Manager

Om jobbet

XOALA is a Leading Neobank/EMI committed in streamlining global finances, though empowering businesses with innovative, secure, and efficient financial services. The Company offers an all-in-one platform that allows you to handle international transactions, manage accounts in multiple currencies, and process payments securely- no matter where in the world you do business!

WHO WE ARE LOOKING FOR:

We are seeking a proactive and client focused Account Manager/ Client Services Executive to join our growing team at XOALA in our Stockholm office! This role is integral in ensuring our clients receive exceptional service tailored to their needs. The ideal candidate will possess a strong understanding of the payments/ banking/ fintech industry and the ability to manage and grow client relationships while addressing their unique challenges in this dynamic and fast-paced sector.

JOB DESCRIPTION:

• Act as the primary point of contact for clients, providing exceptional service and addressing our client's needs.
• Build and maintain strong, long-term relationships with clients, ranging from individual traders to institutional partners.
• Support clients with onboarding, account setup, and trading platform usage, ensuring a seamless experience.
• Provide expert guidance on Xoala's services, including account management, onboarding process, product offering, and compliance processes.
• Monitor client accounts to identify potential service issues and proactively address them.
• Gather client feedback to identify opportunities for service enhancement, platform improvements, and new product offerings.
• Collaborate closely with internal teams, including compliance, sales, and trading desk, to ensure a seamless client experience.
• Stay updated on financial markets, trading strategies, and regulatory developments to provide informed advice and updates to clients.
• Identify opportunities to upsell or cross-sell brokerage products and services, such as managed accounts, educational tools, or premium trading platforms.
• Resolve client inquiries and complaints efficiently, escalating complex issues to senior management as needed.

PERSON SPECIFICATION:

• At least 1-3 years experience in a similar role in client relations/ operations/ account management, within the Payments (PSP) /Banking/ FinTech industry.
• Strong communication skills (written and verbal), ability to explain complex financial/payment concepts clearly to non-technical customers.
• Customer-centric mindset: patient, empathetic, problem-solving oriented, able to handle complaints professionally under pressure.
• Basic familiarity with payment processes, transaction flows, KYC/AML compliance, and ideally some understanding of digital wallets, card issuance or payment gateways.
• Comfortable using CRM/ticketing systems and internal tools (e-mail, chat, support-ticket platforms) and keeping accurate records.
• Ability to multitask, manage a variety of client issues, follow up proactively, and escalate when needed.
• Integrity, discretion, and respect for data-privacy and compliance regulations.
• Fluency in English language (written and verbal) is required; additional languages are a plus.

WHAT WE OFFER?

Competitive Remuneration Package including discretionary annual performance-based bonuses

Pension Plan

Work-Life Balance, in the form of flexible working hours and a hybrid working model

Healthcare allowance

Birthday leave

Dynamic career growth in a dynamic, innovative and fast-growing Global company

..and many more coming along the way!

ARE YOU INTERESTED IN JOINING US?

We are very excited to meet you and discuss how you can contribute to the success of the Company!

We commit to handle all your information with strict confidentiality.