Service Executive III

Job Summary

A company is looking for a Service Executive III to manage client relationships and oversee service initiatives.

Key Responsibilities

• Coordinate all aspects of client servicing and advocate for clients to improve service and revenue
• Manage complex client programs and mentor team members while ensuring operational issues are resolved
• Serve as a central point of contact for clients, providing updates and facilitating communication with internal teams

Required Qualifications

• Five years of experience in client relationship or servicing within the financial services industry
• Experience in driving strategic initiatives and customer success
• Bachelor's Degree in a related field or equivalent relevant experience
• Project Management experience preferred