Client Service Executive
Anonymous Employer
Customer Service & Support
Job Summary
We’re looking for a Client Service Executive to join our team and help us provide an outstanding level of service to our clients. In this role, you will be responsible for building and maintaining relationships with our clients, providing them with information and support, and ensuring that their needs are met. If you have a passion for providing excellent customer service and are looking for a challenging and rewarding role, we want to hear from you!
- Minimum Qualification : Degree
- Experience Level : Mid level
- Experience Length : 3 years
Job Description/Requirements
- Coordinate all aspects of client servicing activities across all divisions
- Build and maintain strong, positive relationships with clients by maintaining a proactive, attentive, courteous and professional demeanor
- Meet and exceed client requirements
- Provide professional client service throughout project management and consulting process
- Provide day-to-day business support, including administrative, accounting, and financial activities
- Assist with business development activities
- Administer client project budgets and monitor expenditures
- Develop and implement policies and procedures
- Maintain client records
- Provide administrative, clerical, and support services
- Oversee all projects from inception to completion by leading the client from initial engagement through final project closeout
- Provide clients with progress reports and status updates, as well as periodic project status meetings
- Initiate, maintain, and update project plans, timelines, budgets, and schedules
- Manage multiple projects simultaneously
- Bachelor’s degree in business, finance, management, operations, or related field
- Strong communication and negotiation skills are required
- Knowledge of financial products and concepts
- Ability to understand and articulate product details and services in a clear and concise manner
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