Client Servicing Executive

As a Client Servicing Executive at our company, you will play a critical role in building and maintaining positive relationships with our clients. You will serve as the main point of contact for our clients and work closely with them to understand their needs, provide solutions, and ensure their satisfaction. You will be responsible for managing client accounts, addressing their inquiries and concerns, and maintaining regular communication to ensure client retention and growth.


Client Relationship Management: Build and maintain strong relationships with clients, understand their business objectives, and provide exceptional customer service. Act as the main point of contact for all client inquiries, concerns, and requests.

Account Management: Manage client accounts, including monitoring and tracking client activity, managing contracts and agreements, and ensuring timely delivery of services or products. Conduct regular account reviews to identify upselling and cross-selling opportunities.

Client Communication: Maintain regular communication with clients through phone, email, and in-person meetings to update them on project status, address any issues or concerns, and provide timely solutions. Ensure effective communication between clients and internal teams to ensure client satisfaction.

Solution Provision: Understand client needs and provide appropriate solutions that align with their objectives. Collaborate with internal teams, such as sales, marketing, and operations, to deliver high-quality solutions and services to clients.

Client Retention and Growth: Proactively identify opportunities to retain and grow existing client accounts. Monitor client satisfaction and take necessary actions to ensure client retention. Identify upselling and cross-selling opportunities to maximize revenue from existing clients.

Reporting and Analysis: Prepare regular reports on client activity, sales, and other relevant metrics. Analyze data and trends to identify areas for improvement and make data-driven recommendations to enhance client satisfaction and drive business growth.

Market Research: Stay updated on industry trends, market changes, and competitors' activities. Conduct market research and share insights with internal teams to inform business strategies and client engagement approaches.

  • Bachelor's degree in Business, Marketing, or related field.
  • Proven experience in client servicing, account management, or sales.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain relationships with clients.
  • Strong problem-solving skills and ability to provide creative solutions.
  • Ability to work in a fast-paced environment and handle multiple clients and tasks simultaneously.
  • Proficient in using Microsoft Office Suite.
  • Knowledge of CRM software and tools is a plus.
  • Results-driven and customer-focused mindset.