Service Executive
Location: Remote
Compensation: To Be Discussed
Reviewed: Tue, Sep 08, 2026
This job expires in: 30 days
Job Summary
To support strategic client relationships, the full-time remote Service Executive IV will manage client servicing, oversee operational initiatives, and advocate for clients to enhance service delivery and revenue growth.
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 oversight and resolution management
- Collaborate with internal teams and Client Growth Executives to consult on strategic planning, program management, and issue resolution
Required qualifications
- Bachelor's Degree in a related field or equivalent combination of education and relevant experience
- Seven (7) years of experience in client relationship or servicing within the financial services industry
- Proven experience in driving strategic initiatives and customer success
- Project Management experience preferred
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