Client Servicing Executive Job Description Template

Finding a skilled client servicing executive begins with an engaging job description. If your post is concise and straightforward, you will attract great candidates for the job. It is essential to give them an idea of your company culture and bulleted lists of the objectives and qualifications for the client servicing executive roles and responsibilities. The most compelling job descriptions are clear and detailed, keeping readers engaged and helping them envision what it would be like to work at your firm. This guide will assist you in crafting a job description that meets your organisation's needs and attracts top talent.

What does a client servicing executive do?

Client servicing executives play a pivotal role in a firm by ensuring the satisfaction and loyalty of clients in various industries, including marketing, advertising, and customer relations. They act as the bridge between clients and the organisation, facilitate communication, resolve issues and ensure a seamless client experience.

Their responsibilities are even more critical in the Indian business context, due to the diverse and competitive market, where maintaining strong client relationships is essential.

The primary responsibilities of client servicing executives include managing and nurturing client accounts, addressing their needs and ensuring that the services or products delivered meet or exceed their expectations. Acting as the main point of contact for clients for any services-related issues, they maintain records, generate reports and handle queries. The role of customer servicing executives also entails understanding client requirements, communicating them effectively to the internal teams and ensuring that the deliverables align with these expectations.

Please do note that the job of client servicing executives differs from that of a customer service representative. While the former manages customer relationships with clients, the latter mainly handles and resolves customer queries and complaints about the product or service.

Job Description: Template

We’re looking for a competent client servicing executive who can help us build and maintain strong client relationships at [Company X].

As a client service executive, you will manage existing client accounts, understand their needs and ensure that our services or products meet their expectations. You will also ensure that our clients receive timely and accurate services and solutions to their issues and maintain customer satisfaction. Additionally, you would monitor customer trends and maximise customer retention.

If you’re a client-centric professional who excels in a people-facing role and has a passion for exceeding client servicing, we invite you to join our team. We offer a competitive remuneration package, a progressive work environment and ample opportunities for professional growth.

Objectives of this role

Serving as the primary point of contact between clients and the company.
Developing and maintaining strong, long-lasting client relationships by understanding their needs and providing exceptional service.
Understanding client requirements and communicating them to internal teams to ensure service delivery meets expectations.
Identifying opportunities to upsell or cross-sell additional services or products to clients.
Addressing client issues, concerns or feedback and facilitating quick and efficient resolutions.
Working together with cross-functional teams to ensure the seamless delivery of services.
Acting as a client advocate within the organisation to address client needs and concerns.
Preparing and delivering regular reports and updates on project progress and results to the clients.

Your tasks:

Onboard new clients and give them an overview of our services and offerings.
Interact with clients to understand their evolving needs and suggest solutions or improvements proactively.
Understand and document client requirements and ensure they are adequately communicated to the relevant teams, summarising the status of projects.
Monitor and track key performance indicators (KPIs) to assess client satisfaction and project success.
Collaborate with the sales and marketing teams to identify opportunities for upselling or cross-selling to existing clients.
Prepare and present service proposals, contracts and agreements to clients.
Stay updated with the industry changes and share the relevant information with the clients.

Required skills and qualifications

Bachelor’s degree in Business, Marketing or a related field.
3+ years of experience in a client servicing or account management role, demonstrating your ability to build and maintain strong client relationships.
Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
Analytical skills for monitoring and analysing client data to identify opportunities.
Strong problem-solving abilities to address client issues and concerns effectively.
Detail-oriented with a focus on delivering high-quality service.
Proficiency in using customer relationship management (CRM) software.
Ability to work effectively in a team and cross-functional environment.
Organisational and time management skills to handle multiple client accounts efficiently.
Ability to multitask, prioritise and manage time effectively for efficient work.

Preferred skills and qualifications