Client Service Executive

Job Summary

A company is looking for a Service Executive III responsible for managing client relationships across various business lines.

Key Responsibilities

• Oversee client servicing and advocate for client needs to improve service and revenue
• Develop and implement strategic plans in collaboration with internal and external stakeholders
• Serve as the main operational point of contact for clients, ensuring satisfaction and effective resolution of issues

Required Qualifications

• Five years of experience in client relationship management within the financial services industry
• Proven experience in driving strategic initiatives and customer success
• Bachelor's Degree in a related field or equivalent combination of education and experience
• Project Management experience is preferred