Client Service Executive Job Description

Client Service Executive Job Description

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Client service executive provides ongoing advice to clients regarding product and industry standard methodologies in conjunction with new industry trends and regulations.

Client Service Executive Duties & Responsibilities

To write an effective client service executive job description, begin by listing detailed duties, responsibilities and expectations. We have included client service executive job description templates that you can modify and use.

Sample responsibilities for this position include:

Work with other areas of the firm as required, to serve clients and resolve any potential issues and problems
Communication with officers and other business partners involved in the maintenance of internal control standards and the development of related procedural guidance
Adhere strictly to compliance and operational risk controls in accordance with the firm and regulatory standards, policies and practices
Educate client on account services and capabilities
Collect appropriated documentation to set up new accounts
Leverage various communication channels to keep in touch with clients
Process account service request and ensure appropriate documentation
Dealing with client queries including day to day account administration processing asset transfer and change of address requests
Act and respond to external client's inquiries and problems
Prepare appropriate documentation for transaction execution by working with internal partners

Client Service Executive Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Service Executive

List any licenses or certifications required by the position: CCTS

Education for Client Service Executive

Typically a job would require a certain level of education.

Employers hiring for the client service executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Management, MBA, Business, Marketing, Economics, Finance, Education, Engineering, Graduate, Statistics

Skills for Client Service Executive

Desired skills for client service executive include:

Information Systems/Business Consulting Methodologies
Microsoft Office applications
Research techniques and methodologies
Product Line
SAP ASAP/Activate methodology
Salesforce
Similar CRM system
Industry trends
MS Office

Desired experience for client service executive includes:

Minimum of 1 years experience within a telephony customer service role
Previous experience within the financial services or equivalent essential
Communicate potential issues, possible fraud or unexpected activity with the Banking team
Series 7 and Series 63 knowledge
Complete timely and accurate registration of clients via URU system
Ensure all mandatory client information is input into SalesLogix (SLX) CRM

Client Service Executive Examples

1

Client Service Executive Job Description

Job Description Example
Our company is looking to fill the role of client service executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service executive
  • Providing market insights and in-depth analysis to several major manufacturer clients based on retail audit tracking and market knowledge
  • Developing and maintaining an excellent relationship with our clients
  • Meeting sales targets by selling specific services developed for customers
  • Negotiating fees and services, finalize and close contracts according to the Consumer Choices Point of Sales Policy
  • In charge with the project management of the panel survey
  • Maintaining up-to-date knowledge on Technology market data, research methodologies & applications
  • Producing quarterly top-line trend public reports on Technology products market
  • Interact closely with other global units including international service teams, Sales, Product Management and other elements of Client Management to ensure seamless client experience
  • Initiate and manage Global Referrals using internal bank systems for key banking products including Payments and Cash Management, Trade and Receivable Finance, and Foreign Exchange on behalf of Relationship Managers
  • Compile, submit and follow up on internal information requests required to establish and maintain accounts, including KYC
Qualifications for client service executive
  • 10+years of experience in a Telecom ((MSO, CLEC, IXC, RBOC, Wireless ) environment focused on Large Enterprise Customer Program and Project Management
  • Proficient understanding of WAN communications and Managed Network Services technologies
  • Excellent written and oral communication skills, including presentations to senior management
  • Engineering Process and Design documentation experience
  • Proficiency with Microsoft Project, Visio, PowerPoint, and Microsoft Word
  • Typically ​​​3 to 4 years of experience in Media Research and Media Planning ​with a Bachelor's or higher degree
2

Client Service Executive Job Description

Job Description Example
Our company is looking for a client service executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service executive
  • Develop comprehensive knowledge of all products
  • Consulting clients about project requirements and document the business objectives
  • Supporting manager to develop project related materials designing research methods, interviews and questionnaires
  • Carrying out qualitative or quantitative research
  • Authoring reports containing actionable recommendations within agreed timelines and budgets
  • Monitoring work progress, writing reports, including client recommendations
  • Participate in internal piloting
  • Take responsibility for maintaining project in line with quality standards
  • Monitoring project fieldwork and schedule, including managing/liaising with suppliers
  • Participating in costing processes, assist to prepare accurate costs and check quotation
Qualifications for client service executive
  • Working knowledge​ in the field of statistics and market research or media data analysis and expert in media research & planning
  • Team player able to work unassisted with a flexible approach to assisting with workload within the department
  • Or data analysis
  • Some knowledge of and interest in the TV and advertising market and TV-research
  • Comfortable with working with new research tools
  • Comfortable being hands-on and with a can-do attitude
3

Client Service Executive Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client service executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service executive
  • Providing support to the team across all aspects of project management ensuring effective time, budget and quality standards are met
  • Performs account planning including understanding account values, vision, and measures of success
  • At least a bachelor's degree (Media Study, Business, Marketing or Statistics backgrounds are preferred)
  • Working knowledge of TV audience management and ideally in the field of Return Path Data
  • Presentable and able to communicate well with others both technically and non-technically
  • Mobility and flexibility in responding to client issues
  • A strong command of written and spoken English
  • Willing to go the extra mile in order to maintain client satisfaction
  • Ensuring quality delivery and support of all services to assigned clients and/or channels operating primarily in the investment services and financial institution market
  • Managing and developing operational and strategic relationships for their assigned accounts
Qualifications for client service executive
  • Media buying experience preferred
  • Fluent English and Arabic speaking
  • Experience of client handling clients and new business in both financial advisory and investment management sector, preferably private client
  • Strong domain breadth and expertise (health care, revenue cycle, finance )
  • Fluency in Portuguese is required for this role, verbal and written
  • Minimum of two years proven and progressive private banking or equivalent
4

Client Service Executive Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client service executive. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client service executive
  • Managing key account or channel relationships and strategic initiatives as primary point-of-contact
  • Mastering and maintaining vast knowledge of client's business, competition, and latest industry news and trends
  • Assisting in corporate/organizational strategy development
  • Leading day-to-day management and optimization of client initiatives and long-term strategy
  • Proactively finding new ways to build the client business and organically grow accounts
  • Proficiency in organizational revenue forecasting and client budgets and billing process for accuracy and timeliness
  • Understanding client needs and requirements to uncover additional opportunities for potential growth in organic revenue and act proactively on each
  • University degree in Marketing or other related fields preferred Post Graduate or MBA
  • Good organizational skills, flexibility and ability to work under pressure
  • Self-motivated individuals, with solution-oriented mindset
Qualifications for client service executive
  • Maintain regular client contact by telephone personal visits where required with the aim to improve client service and satisfaction and continue to build the Mellon brand and image
  • Advise Client Service Team, if needed, in resolving routine client concerns
  • Provide necessary business information to enhance the team’s professional development
  • Bachelor's degree, preferably in Quantitative Science or equivalent
  • Knowledge of database principles, design and implementation
  • Client service experience, preferably in market research, would be an advantage
5

Client Service Executive Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client service executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service executive
  • Establish schedule of service reviews with service delivery partners and conduct/run service reviews, incorporating service metrics and client reporting as agreed with the client
  • Logging all client “Service Change Requests” and following established change management processes to ensure items are completed in accordance with client expectations
  • Heightening awareness of service issues across Investor Services and actively managing issues to provide a single face of the service delivery business
  • Active management of internal virtual service team involved in service delivery activities for the client
  • Leading the client's service delivery initiatives internally, including incremental and new portfolios and services within the existing Service Level Agreement
  • Actively create and maintain a culture focused on minimizing risk in a proactive manner
  • An engaging personality with a genuine curiosity and enthusiasm for understanding the media world
  • An interest in data and numbers
  • A passion for consumers, how they behave and the choices they make
  • You will advise clients on resources and tools, data standards and analyses, audit and calculation methodologies, and other information services
Qualifications for client service executive
  • Proficiency in PC applications, Excel and Powerpoint
  • Strong attention to detail, curiosity and the ability to problem solve
  • S/he will have at least 2 to 3 years of relevant experience working with large clients in digital marketing or related fields
  • S/he will have a bachelor’s degree from an accredited college or university
  • S/he will have a proven attention to detail, and an ability to maintain situational awareness for multiple small or medium-sized projects simultaneously
  • S/he will have excellent communication and persuasion skills, and an ability to interact with a variety of personality types

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