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Client Servicing Executive Job Description Template
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Client Servicing Executive Job Description Template

Job Description Template

Client Servicing Executive Job Description Template

May 5, 2023

Client Servicing Executive Job Description Template

Are you searching for a suitable individual to join your business? The best way to fill an open position for a Client Servicing Executive is to have proper assistance during your hiring process. We are offering you this FREE Client Servicing Executive Job Description Template that will help you distinguish qualified candidates.

This comprehensive hiring guide includes essential information about a Client Servicing Executive, such as skills, responsibilities, and requirements.

You can also customize this template according to your special demands and standards and make sure desirable candidates understand what it takes to be your new employee!

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What is a Client Servicing Executive?

Client Servicing Executives are professionals who provide quality customer service to clients and cultivate positive working relationships.

They communicate with clients over the phone or email to provide them with information about the company’s products and services and respond to their questions and inquiries timely and professionally.

Client Servicing Executives also gather client feedback, preferences, and needs to develop strategies for increasing sales opportunities, assist in the delivery of digital campaigns, and prepare reports on client activities.

Related Job Titles for Client Servicing Executive

The Top Client Servicing Executive Skills

Skill Why it's important
Customer Service Outstanding customer service skills are fundamental for Client Servicing Executives. They must be able to understand and address clients’ problems and concerns and tend to them in a professional manner. Customer service skills help them ensure that clients are satisfied with the assistance provided.
Communication Effective communication is crucial for Client Servicing Executives because they interact with clients in person, via phone calls or emails. Regardless of the communication method, they must provide accurate information about products and services and answer questions accurately. They also use communication to collaborate with other departments and team members.
Problem-Solving Every customer service position requires strong problem-solving abilities. In this case, Client Servicing Executives need problem-solving to address and identify clients’ issues and problems and propose suitable solutions. They must act quickly to resolve any sort of problem and sustain client satisfaction.
Analytical Skills Client Servicing Executives use analytical skills to gain a broader insight into client behavior. Analytical skills help them gather valuable information about client preferences, needs, and feedback and use them for the development and implementation of sales strategies and actions.
Marketing Basic marketing knowledge is essential for Client Servicing Executives. Even though they focus on communicating with clients, they should participate in other company efforts that deal with the establishment and implementation of sales and digital marketing campaigns that result in revenue growth and brand awareness.

Client Servicing Executive Job Description Template (Free)

Our company is looking for an experienced Client Servicing Executive to join the customer service team. As our Client Servicing Executive, you will communicate with clients in person or via phone and email to provide them with immaculate assistance and client experience. You will answer their questions about the company’s products and services, provide the necessary information, and address and resolve issues and complaints.

Your goal will be to establish and nurture positive working relationships with clients by ensuring quality and professional service. Additionally, you will gather and analyze client feedback, preferences, needs, and behavior to develop and implement new sales and marketing strategies. You will also maintain a record of client information and sales activities.

Ultimately, you should have outstanding customer service, communication, problem-solving, analytical, and marketing skills.

Client Servicing Executive Duties & Responsibilities:

  • Develop effective working relationships with clients by providing immaculate customer service
  • Identify, analyze, and resolve client inquiries to ensure their needs are met and that they are satisfied with the service provided
  • Communicate with clients in person or via phone calls and emails to provide information about the company’s products and services
  • Gather client feedback, needs, and preferences to develop strategies for increasing sales opportunities
  • Provide guidance and assistance to team members and new recruits
  • Develop promotional offers for potential clients
  • Ensure monthly and annual sales targets are achieved
  • Maintain and update an accurate record of existing and potential clients
  • Respond to clients’ questions and inquiries timely and professionally
  • Assist in the development and delivery of digital marketing campaigns
  • Plan and conduct business meetings, conferences, seminars, and other events
  • Write reports on client and sales activities, such as summarizing survey and feedback results
  • Ensure clients receive quality service and experience across all departments

Client Servicing Executive Requirements:

  • Bachelor’s degree in marketing, business, business administration, communications, or a related field
  • Prior working experience in customer service or client management
  • Proficiency with CRM Software, such as HubSpot and Insightly
  • Basic knowledge and experience with marketing principles and techniques
  • Exceptional customer service and communication skills
  • Strong analytical skills
  • Effective problem-solving
  • Excellent organization and time management

Accounting Specialist Interview Questrions

Sample Interview Questions for a Client Servicing Executive

Once you gather up all the received applications, you can use these sample interview questions for Client Servicing Executive.

Personal
  1. Could you introduce yourself in a few words?
  2. How would you briefly describe your education?
  3. How would your former colleagues describe you?
Human Resources
  1. Why do you want to work here as a Client Servicing Executive?
  2. What sets you apart from other candidates when it comes to qualifications and skills?
  3. Where do you professionally see yourself in the future?
Management
  1. How do you work on improving your skills?
  2. What steps do you take when dealing with a dissatisfied client?
  3. What would you do if a client has a problem that you don’t know how to fix?
Technical Skills and Knowledge
  1. What methods that you used proved effective in building positive working relationships with clients?
  2. How would you briefly define quality customer service?
  3. Could you tell us about your marketing experience?

What are the Educational Requirements for a Client Servicing Executive?

Client Servicing Executives typically acquire a Bachelor’s degree in marketing, business administration, communications, or a similar field for this role.

Most employers require an extensive working experience in customer service or client management.

This experience helps prospective candidates learn how to communicate with clients and handle various situations in the workplace.

How Much to Pay a Client Servicing Executive when Hiring

Client Servicing Executives earn between $40,500 and $93,000 annually.

Their median annual salary is $63,146.

Hourly wages range from $21 and $45.

The median hourly wage is $30.

Percentile 10% 25% 50%
(Median)		 75% 90%
Hourly Wage $21 $24 $30 $33 $45
Annual Wage $40,500 $50,000 $63,146 $68,000 $93,000

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Frequently Asked Questions about Client Servicing Executive

 

What do Client Servicing Executives do?

Client Servicing Executives communicate with clients over the phone or in-person to provide immaculate customer service and ensure satisfaction.

They provide clients with information about the company’s products and services, answer questions, and resolve issues and inquiries.

They also maintain a record of sales and client activities.

Where do Client Servicing Executives work?

Client Servicing Executives work in various industries that require customer service, such as healthcare, technology, insurance, management consulting, finance, marketing, etc.

What skills are essential for Client Servicing Executives?

Client Servicing Executives must have exceptional customer service, communication, problem-solving, analytical, and marketing skills.

How much do Client Servicing Executives earn per year?

Client Servicing Executives earn between $40,500 and $93,000 annually.

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