Service Executive I

Job Summary

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

Key responsibilities

• Strengthen strategic client relationships by managing program needs and overseeing day-to-day servicing requests
• Consult with clients on strategic planning, program management, and issue resolution while ensuring regulatory compliance
• Serve as the main operational point of contact for clients and provide ongoing communication to ensure timely implementation of initiatives

Required qualifications

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