Client Service Executive

Job Summary

A company is looking for a Service Executive IV responsible for managing client relationships and overseeing service delivery.

Key Responsibilities

• Manage and strengthen strategic client relationships by overseeing day-to-day servicing needs and coordinating client initiatives
• Serve as the main operational point of contact for clients, ensuring effective communication and resolution of service-related issues
• Develop and deliver updates to senior leadership and clients while mentoring and coaching team members

Required Qualifications

• Seven (7) years of experience in client relationship or servicing within the financial services industry
• Experience in driving strategic initiatives and customer success
• Project management experience preferred
• Bachelor's Degree in a related field or a combination of education and relevant experience