Explore the critical requirements, core duties, primary responsibilities, and key skills that should be included in a comprehensive Client Servicing Executive job description.
What does a Client Servicing Executive do?
A client servicing executive is someone who helps customers with their needs and concerns in industries like finance, health care, and technology. They talk to clients in person, on the phone, or through email to understand their needs and address any issues they may have with the company's products or services.
Job Description
We are looking for an experienced client servicing executive to handle client inquiries, concerns, and complaints in a professional way. This role involves working with different departments to better serve our clients, giving regular updates to higher management, and promoting our products to clients. You'll also be responsible for finding new business opportunities through client referrals.
To do well in this role, you should be dedicated to helping clients and able to work under pressure. A great client servicing executive should have excellent communication, problem-solving, and customer service skills.
Job Duties and Responsibilities
- Build strong relationships with clients by providing exceptional service after they've made a purchase.
- Make sure new clients have a positive experience when they start using our products.
- Regularly communicate with clients through phone calls, emails, or face-to-face meetings.
- Find ways to address clients' initial dissatisfaction with our products.
- Keep accurate records of all current and potential clients.
- Respond to client inquiries quickly and professionally.
- Train and guide other client service employees.
- Organize training sessions to help clients make the most of our products.
- Ensure that all sales terms are entered correctly into our client database to avoid billing issues.
Requirements and Qualifications
- Bachelor's degree in business administration or a related field.
- Proven experience as a client servicing executive.
- Proficiency in Microsoft Excel.
- Familiarity with Customer Relationship Management (CRM) software.
- Ability to work well under pressure.
- Strong organizational and time management skills.
- Excellent analytical and problem-solving abilities.
- Effective communication skills.
- Exceptional customer service skills.
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