Interpolitan Money

Executive Assistant

• Create leverage for the CEO, protecting focus, driving execution, and ensuring operational precision across strategic priorities.
• Operate as a disciplined gatekeeper, an internal connector, and a highly organised executor who ensures alignment between the CEO’s agenda and business outcomes.
• Operate with maturity, discretion, and judgement.

Senior Executive Assistant

Client Services Representative

• **Retention**
• - Own a defined portfolio of strategic accounts with explicit retention and engagement targets
• - Monitor account health indicators including activity levels, service issues, delays, and sentiment
• - Identify early warning signs of churn and take proactive action to stabilise accounts
• - Maintain continuity and trust across the client lifecycle
• **Client Relationship**
• - Build trusted working relationships with key client stakeholders
• - Lead structured check-ins focused on service performance, upcoming needs, and satisfaction
• - Translate client feedback into concrete retention actions
• - Support commercial conversations by ensuring service delivery aligns with client expectations and value
• **Internal delivery**
• - Coordinate across Compliance, Operations, Payments and Commercial teams to resolve issues that threaten retention
• - Escalate with commercial context including revenue impact, client value, and urgency
• - Take end-to-end ownership of client outcomes rather than task completion
• **Revenue protection**
• - Understand the revenue profile of each strategic account, including fees, FX activity, and usage
• - Flag accounts at risk of downgrade, inactivity, or exit
• - Identify opportunities to increase engagement through additional products, services, or structures in partnership with Sales or Relationship Managers
• - Support cross-sell and upsell initiatives by preparing accounts operationally and strategically.
• **Data, CRM/performance tracking**
• - Maintain accurate CRM data including account value, retention status, risks and opportunities
• - Track retention KPIs and contribute to reporting on churn, recovery, and account growth
• - Use data to prioritise effort towards the highest-value and highest-risk accounts

Senior Executive Assistant

Client Services Associate – Strategic Accounts