Client Service Executive

Job Summary

Responsible for managing the overall servicing relationship of assigned clients, the full-time Service Executive I will coordinate client servicing efforts, advocate for client needs, and collaborate with internal teams to enhance client satisfaction and drive revenue growth in a remote work environment.

Key responsibilities:

• Strengthen strategic client relationships by managing program needs and ensuring day-to-day servicing requests are met
• Serve as the main operational point of contact for clients, providing expert guidance and managing complex client interactions
• Develop and deliver updates to senior leadership and clients while overseeing the resolution of operational and service-related issues

Required qualifications:

• Bachelor's Degree in a related field or equivalent experience preferred
• Three (3) years of experience in client relationship or servicing within the financial services industry required
• Proven experience in driving strategic initiatives and customer success
• Project Management experience preferred