Service Executive I

Job Summary

A company is looking for a Service Executive I responsible for managing client relationships and operational initiatives.

Key Responsibilities

• Oversee the servicing relationship for assigned clients and coordinate all aspects of client servicing
• Strengthen strategic client relationships and manage day-to-day servicing requests
• Consult with internal and external leadership to develop and implement strategic plans and initiatives

Required Qualifications

• Bachelor's Degree in a related field or equivalent experience
• Three (3) 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