Client Service Executive
Client Service Executive – Remote (CT Hours)
What You’ll Do
- Serve as the primary point of contact for assigned clients, managing communications and ensuring timely responses between vendors and clients
- Support strategic initiatives and operational programs that drive client satisfaction and retention
- Collaborate with internal teams via Microsoft Teams and email to resolve issues and deliver exceptional service
- Monitor and follow up on outstanding communications to ensure nothing falls through the cracks
- Advocate for clients by coordinating service requests and promoting the use of available products and solutions
- Assist with escalations and contribute to resolution strategies
- Take initiative to learn new tasks and support other areas when volume is low
What You Bring
- 3+ years of experience in a client relationship or servicing role within the financial services industry
- Proven ability to drive client outcomes and support strategic initiatives
- Proficiency in Microsoft Outlook, Excel, and Word
- Strong written communication skills with a focus on clarity and user-friendly language
- A growth mindset and willingness to learn
- Familiarity with Salesforce
- Basic understanding of AI tools (e.g., Copilot)
- Bachelor’s degree
- Project management experience
Average salary estimate
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