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…