Service Executive Job Description
Service executive
provides regular reporting on campaign performance to the team and clients (These reports are primarily in Excel and are used to monitor performance and understand what tactics work best.
Service Executive Duties & Responsibilities
To write an effective service executive job description, begin by listing detailed duties, responsibilities and expectations. We have included service executive job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintain compliance and data entry to agreed department conventions and compliance standards
Identifying opportunities for process and service improvements and making recommendations
Demonstrate positive ‘Customer First’ behaviors to ensure a high level of customer service is provided at all times
Proactively identify potential issues with clients and related consultants
Support head of institutional sales sales directors
Review documents under supervision of Trust Officer and ensure deal is set up correctly on internal systems
Initialize investigations of complaints via internal communication channels
Inform the Banking team of potential issues, possible fraud or unexpected activity that is not in line with the customer’s standard instructions
Communicate 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 company and regulatory standards, policies and practices
Service Executive Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Service Executive
List any licenses or certifications required by the position: NICET, II, ITIL, CCNA, PMP, CCIE, SDN, III, IATA, RSA
Education for Service Executive
Typically a job would require a certain level of education.
Employers hiring for the 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 Business, Management, Technical, Education, Finance, Business/Administration, Engineering, Marketing, Graduate, Communication
Skills for Service Executive
Desired skills for service executive include:
Understand the specifics on reports
MasterCard
Enhancements and exceptions handling
Member Connect
Apple Pay
AccessPoint
EMV
Google Wallet
First Data
Excel
Desired experience for service executive includes:
Series 7 and 63 (Recommended)
University degree with major in finance or equivalent work experience
Knowledge of the investment industry and capital markets
2-3 years’ experience in an Operations/Client Servicing role in the financial services industry
Ability to multi-task and meet intra-day deadlines by managing time efficiently in a dynamic working environment
Projects a very professional, calm and capable image on the telephone and in person
Service Executive Examples
1
Service Executive Job Description
Job Description Example
Our company is looking to fill the role of 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 service executive
- Optimize client experience by addressing Treasurer or AT service related requests
- Ensure compliance, operational risk controls in accordance with the company or regulatory standards and policies
- Track record in a client focused environment
- To inform management of any problems or issues that affects the Company or department’s performance
- Managing order flow from order acquisition to order entry in compliance with agreed trade terms
- Acting as customer’s first point of contact in case of commercial, logistics, product claims
- To be service orientated and a good team player
- Able to speak another foreign language is an advantage
- IT proficiency in MS Office applications and Hotel systems is an advantage
- To ensure all customer communications are dealt with promptly, accurately and efficiently
Qualifications for service executive
- Bachelor Degree in Business, Food Technology or any other relevant discipline
- Knowledgeable with SAP is an advantage
- Business oriented, high sense of urgency
- Minimum 1-2 years sales support experience
- Liaison experience with suppliers or vendors
- You must have strong analytical skills and good process management skills
2
Service Executive Job Description
Job Description Example
Our company is looking to fill the role of service executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for service executive
- Process special databases as needed for urgent client requests and perform quick turnaround with high level of quality
- Administer changes to appropriately manage program in order to meet client objectives
- Demonstrate complete and thorough understanding of all products (award types, ADA, Prizes, ) and internal systems (3D, CCP, Spresso, Gemini)
- Assist with training employees in Client Services and across other departments as needed
- Liaise with internal and external stakeholders to ensure the smooth running of the DTAM service
- Provide end-user support to third parties (both in Malaysia and elsewhere) subscribing to the DTAM service
- Provide after-sales service to third parties subscribing to the DTAM service
- Provide and run initial and on-going training to users of Instar Analytics
- Liaise with third party data processors
- Liaise with Astro as necessary on third party queries relating to the DTAM service
Qualifications for service executive
- Bachelor’s Degree in Business Administration or Management or equivalent experience and 5-7 years of technical, customer service, and/or operations managerial experience
- Must possess a green/black belt (Six Sigma trained) or be willing to complete within 12 months
- Must be process driven, analytically sound, motivated and possess strong technical knowledge
- Ability to lead and communicate effectively (oral/written) with excellent problem solving skills
- Knowledge of MS Office and of data analysis tools
- Bachelor degree in social sciences, business, marketing or media sciences
3
Service Executive Job Description
Job Description Example
Our growing company is looking for a 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 service executive
- Work with other areas to serve our clients and resolve any potential issues and problems
- Act as an advocate for both our client service and operations teams to call upon
- Learn the technical skills necessary to answer client queries and maintain logs and ensure follow through
- Interacting closely with other global units including international service teams, Sales, Product Management and other elements of Client Management to ensure seamless client experience
- Initiating and managing 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
- Compiling, submitting and following up on internal information requests required to establish and maintain accounts, including KYC
- Developing relationship with clients to obtain information required to ensure completion of Documentation and KYC requirements
- Optimizing client experience by addressing Treasurer or AT service related requests
- Ensuring compliance, operational risk controls in accordance with the company or regulatory standards and policies
- Minimum ‘O’ Levels and above
Qualifications for service executive
- Previous experience in customer service roles
- Advanced in MS-Office incl
- Science, technology or engineering degree with sales and marketing experience is idea
- Coordinate with the different cross functional dept to synchronise activities to help them to meet customer needs
- Strong knowledge in customer order processing & execution management skills and communication
- 1-3 Years of Supply chain Experience as a Shipment planner/Customer Service/Logistics
4
Service Executive Job Description
Job Description Example
Our growing company is looking for a service executive. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for service executive
- Add to the Quarterly Business Performance reports insight on areas of likely concern to the customer
- Client Contract Profitability, Upsell and Renewal
- Confirm contract renewal activities are proceeding starting approximately 120 days before the contract end date and escalate all expired contracts to the Sr
- Minimum of GCSE Education
- Previous exposure to a Customer Service environment, Pharmaceutical background preferred
- Proven background in working to deadlines
- Previous exposure to Microsoft Office and SAP systems
- Oversee ongoing account service activities
- Prepare monthly production and activity reports
- Manage/collect receivables in conjunction with Client Sales Executive
Qualifications for service executive
- Demonstrate knowledge of at least one solution type (desktop, client/server, data center, big data, security, cloud, application)
- Knowledge of pharmaceutical / healthcare industry would be an advantage
- Bachelors degree or equivalent with 8-10 years sales experience preferred
- Minimum of one year of call center or phone based customer service is required
- Any Engineering/Commerce degree or equivalent with good exposure to MS Office, with at least 2 years experience in a customer facing role
- Trilingual skills in Cantonese, Mandarin and English
5
Service Executive Job Description
Job Description Example
Our growing company is looking for a service executive. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for service executive
- Coordinate activities on accounts
- Lead, present and participate in meetings with clients
- Maintain current Insurance Summaries on all accounts
- Update COW’s annually on all accounts
- Meet World Class Client service commitments (Stewardship Report, Pre-Renewal Meetings)
- Participate in new business development and proposals with Client Sales Executive
- Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage
- Coordinate coverage placement through managing the direction provided to service team
- Deliver binders and invoices
- Manage all facets of renewal process
Qualifications for service executive
- Culturally attuned to the Greater China Region business environment
- Right of abode in Hong Kong
- Must have 2+ years' experience in contact center operations
- Must have 1+ years’ experience in account/relationship management in a B2B environment
- Positive and service oriented mind-set /work attitude
- Ability to deliver excellent internal and external customer service