Client Servicing Executive Responsibilities:

We are looking to employ an experienced client servicing executive to handle all client inquiries, concerns, and complaints in a professional manner. The client servicing executive’s responsibilities include collaborating with the relevant departments to better address client needs, providing regular updates to higher management, and up-selling company products where possible. You should also be able to identify new business opportunities through client referrals.

To be successful as a client servicing executive, you should be committed to helping clients and able to work well under pressure. Ultimately, an outstanding client servicing executive should demonstrate excellent communication, problem-solving, and customer service skills at all times.

  • Cultivating solid relationships with clients through the provision of exceptional after-sales service.
  • Creating a positive on boarding experience for new clients.
  • Regularly interacting with clients through telephone calls, email communications, or face-to-face meetings.
  • Identifying ways to overcome clients’ initial dislike of company products.
  • Maintaining an accurate record of all existing and potential clients.
  • Responding to client inquiries in a timely and professional manner.
  • Training and providing overall guidance to client service employees.
  • Organizing training seminars to enable clients to fully utilize product features and benefits.
  • Ensuring that the correct terms of sale are entered into the client database to prevent avoidable billing issues.

Client Servicing Executive Requirements:

  • Bachelor’s degree in business administration or an industry-related field.
  • Proven experience working as a client servicing executive.
  • Proficiency in Microsoft Excel.
  • Working knowledge of Customer Relationship Management (CRM) software.
  • The ability to work efficiently under pressure.
  • Excellent organizational and time management skills.
  • Strong analytical and problem-solving skills.
  • Effective communication skills.