Client Servicing Executive Job Description Template
The Client Servicing Executive is responsible for maintaining and developing relationships with the company's clients. They will liaise between the client and the company, ensuring that the client's needs are met. They will also be responsible for generating new business opportunities with existing clients. The Client Servicing Executive must have excellent communication and interpersonal skills, as well as being highly organized and able to work under pressure.
Client Servicing Executive Job Responsibilities
- Serve as the primary point of contact for clients and be the liaison between the client and the company
- Understand clients’ needs and requirements and develop strong relationships with them
- Act as a consultant to clients on company products and services
- Keep abreast of industry trends and developments to better serve clients
- Generate new business opportunities through existing clients
- Prepare proposals, presentations, and sales contracts
- Negotiate terms of agreements with clients
- Achieve quarterly and annual sales targets
Objectives
- To provide an excellent level of customer service to clients, ensuring that their needs are met in a timely and efficient manner.
- To develop strong relationships with clients, built on trust and mutual respect.
- To proactively identify opportunities to improve the client experience and contribute to the achievement of departmental targets.
- To keep up to date with developments in the company’s products and services, as well as changes in the marketplace, so as to be able to effectively advise clients on these matters.
- To maintain accurate records of client interactions and transactions, so as to contribute effectively to the department’s reporting requirements.
Client Servicing Executive Job Skills & Qualifications Needed
- A client servicing executive should have strong communication skills, both written and oral. They should be able to effectively communicate with clients, understand their needs, and provide solutions.
- They should also have strong organizational skills and be able to manage multiple projects simultaneously.
- A bachelor's degree in marketing or a related field is typically required for this position.