Client Servicing Executive (225-620)

A Client Servicing Executive plays a critical role in maintaining and enhancing the relationship between a company and its clients. This position involves understanding client needs, managing expectations, and ensuring that the services provided meet or exceed client satisfaction. As a Client Servicing Executive, you will act as the primary point of contact for clients, helping to foster strong, long-lasting relationships through effective communication and exceptional service delivery. You will coordinate with various internal departments to resolve client issues and ensure their needs are met promptly. This role requires excellent interpersonal skills, organizational abilities, and a solution-focused mindset to succeed in a dynamic and fast-paced environment.

Responsibilities

• Act as the main point of contact for clients to ensure effective communication.
• Coordinate with internal teams to provide timely resolution to client queries and issues.
• Develop and implement client servicing strategies to enhance customer satisfaction.
• Prepare and deliver presentations to meet the specific needs of clients.
• Conduct regular reviews of client accounts to summarize service status and needs.
• Manage client account data and report on client interaction activities accurately.
• Collaborate on developing project scopes and objectives, involving key clients and stakeholders.
• Build and maintain strong, long-term relationships with clients to achieve a trusted advisor status.
• Identify upselling and cross-selling opportunities to expand client relationships.
• Monitor industry trends and client feedback to propose service improvement ideas.
• Ensure compliance with company policies and quality standards in servicing clients.
• Assist in preparing reports and documentation for client interactions, feedback, and solutions.

Requirements

• Bachelor’s degree in business administration, marketing, or a related field.
• Proven experience in account management or client servicing in a relevant industry.
• Strong verbal and written communication skills, including high-level presentation skills.
• Excellent interpersonal and negotiation abilities to manage diverse client relationships.
• Highly organized with a keen eye for detail and the ability to manage multiple accounts.
• Ability to work independently and collaboratively within a team to meet client needs.
• Proficiency in CRM software, MS Office Suite, and other client management applications.