Client Relationship Manager

Xe Irvine , CA 92602

Posted 4 days ago

XE's Client Relationship Managers are responsible for the on-boarding of transactional clients and ensuring that new clients receive a great customer experience from initial enquiry, registration, on-boarding and first trade. The role is responsible for completing fact-find and qualification for inquiries to identify the most appropriate XE products and services for each customer.

Client Acquisition:

Consumer Registration & On-Boarding

  • Performs comprehensive fact-find and qualification for new enquiries to identify FX / international payment requirements of each new prosspective small business / consumer customer (e.g. invoice payments/receipts, international property purchase, regular payments and lifestyle payments);
  • Explains the features, advantages and benefits of using XEs online payment services;
  • Ensures that prospective clients understand the on-boarding and registration process;
  • Identifies consumer clients requiring more complex FX / international payments services and refers these customers to the service delivery team;
  • Resolves client registration issues and FAQs, seeking guidance from the team leader where required;
  • Identifies any hot-spots in the conversion funnel for enquiries registered not approved, approved not quoted and/or quoted not traded and takes action to improve conversions (e.g. outbound calls);
  • As a brand ambassador, maintains a professional and courteous approach to handling enquiries and interacting with clients at all times to put the customer at the centre of everything that we do;
  • Records and maintains accurate and up to date data on SLX (CRM) for each client contact / activity. (e.g. Identification and verification (ID&V) and know your client (KYC) processes)

Outbound Sales

  • Completes (as required) outbound phone campaigns to drive conversions of client registrations;
  • Conducts follow-up calls and campaigns for specific sales campaigns.

First Trade Execution

  • Supports new consumer and small business clients from initial enquiry to online first trade;
  • Completes offline first trades with clients (over the phone), where required and appropriate to do so;
  • Ensures new clients understand the process for making payments online and functionality of 24/7 online account management.

Client Support:

Puts the customer at the centre of everything that we do, demonstrating XE brand values through all contact with the customer.

Post-Trade Enquiries:

  • Responds to all inbound post-trade customer service queries aiming for first call resolution.
  • Provides outbound customer service support, including responding to emails, chasing up outstanding information for clients and diarising future contact as required;
  • Liaises with appropriate internal teams where required to ensure that client queries are resolved in a timely and professional manner and resolves low level complaints and determining appropriate way forward on a case by case basis;


  • Liaises with relevant support functions as required (e.g. compliance, financial crime and risk team);
  • Seeks referrals from existing clients whenever appropriate to do so;
  • Achieves personal productivity KPIs and targets;
  • Attends all mandatory and developmental training (e.g. legal, regulatory and products/services)
  • Supports company projects (e.g. UAT - User Acceptance Training for DFX system builds)


  • A team player
  • Self-motivated with a natural flair for sales / client services;
  • Previous client services and/or inbound sales role within B2C and/or B2B environment;
  • Experience of selling and/or promoting digital online products & services
  • Ability to understand and determine requirements for different types of clients (consumer and business);
  • Attention to detail and high numeracy;
  • Experience of delivering against KPIs/targets.
  • Excellent communication skills (telephone, face-to-face and written);

An added plus is if a candidate has the following:

  • Previous experience within a FX / Payments sales/client services or customer services role;
  • Good understanding of deliverable FX products and services (e.g. Spot, Forward) and understanding of payments and settlements (e.g. ACH, Wire Transfer and local clearing methods) would be desirable.


  • Competitive salary
  • Compelling health and wellness benefits
  • 401K Retirement Plan
  • Stock Option Plan
  • Generous Paid Time Off
  • Free Food & Snacks
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Client Relationship Manager