Client Servicing Executives
Job Summary
Client Servicing Executives typically work in the finance, health care, and technology industries to resolve customer service issues. They communicate with existing clients either in person, over the telephone, or through email to identify their needs and address complaints or concerns regarding company products or services.
To be successful as a Client Servicing Executive, you should be committed to helping clients and able to work well under pressure. Ultimately, an outstanding Client Servicing Executive should demonstrate excellent communication, problem-solving, and customer service skills at all times.
Responsibilities:
- Cultivating solid relationships with clients through the provision of exceptional after-sales service.
- Creating a positive onboarding experience for new clients.
- Regularly interacting with clients through telephone calls, email communications, or face-to-face meetings.
- Identifying ways to overcome clients’ initial dislike of company products.
- Maintaining an accurate record of all existing and potential clients.
- Responding to client inquiries in a timely and professional manner.
- Training and providing overall guidance to client service employees.
- Organizing training seminars to enable clients to fully utilize product features and benefits.
- Ensuring that the correct terms of sale are entered into the client database to prevent avoidable billing issues.
Requirements:
- Bachelor’s degree in Business Administration or an industry-related field.
- Proven experience working as a Client Servicing Executive.
- Proficiency in Microsoft Excel.
- Working knowledge of Customer Relationship Management (CRM) software.
- The ability to work efficiently under pressure.
- Excellent organizational and time management skills.
- Strong analytical and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
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