Service Executive
Job Summary
To enhance client relationships, the full-time remote Service Executive III will oversee servicing for assigned clients, coordinate operational initiatives, and advocate for client needs while collaborating with internal and external leadership.
Key responsibilities:
- Manage complex client relationships and ensure day-to-day servicing requests are met
- Develop and implement strategic plans in partnership with the Client Growth Executive
- Provide mentorship and support for team members while addressing client escalations and resolutions
Required qualifications:
- Bachelor's Degree in a related field or equivalent experience
- Five 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
Complete Job Description
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