Client Servicing Executive job description template
If you are hiring for this role, start here. This free template is our detailed definition of the position, with everything you need to find and hire the right person. Copy it, add your own requirements, and post it.
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.
The top Client Servicing Executive skills.
Five things separate a strong hire from a résumé that reads well. Use these as your scorecard criteria.
The job description, ready to post.
Copy it as written, or edit it until it sounds like your company. Both work.
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.
Duties and 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
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
Take the template with you
Copy it straight into your job board or ATS, or have it emailed to you with the interview questions for this role.
What education this role needs.
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.
Sample interview questions for a Client Servicing Executive.
Once you have gathered the applications, work through these in order. Twelve questions across four areas, enough to tell your shortlist apart.
- Could you introduce yourself in a few words?
- How would you briefly describe your education?
- How would your former colleagues describe you?
- Why do you want to work here as a Client Servicing Executive?
- What sets you apart from other candidates when it comes to qualifications and skills?
- Where do you professionally see yourself in the future?
- How do you work on improving your skills?
- What steps do you take when dealing with a dissatisfied client?
- What would you do if a client has a problem that you don’t know how to fix?
- What methods that you used proved effective in building positive working relationships with clients?
- How would you briefly define quality customer service?
- Could you tell us about your marketing experience?
How much to pay when hiring.
Annual pay by percentile. Where you land depends on the size of the cycle they will own, and the 25th percentile is usually where a first analyst hire sits.
Hourly equivalents run from $21 at the 10th percentile to $45 at the 90th.
Candidates may apply under a different name.
Post the title your industry uses and keep the rest of the description. These three roles overlap enough that the same posting usually reaches all of them.
Three titles, one description.
Search behavior varies by industry, so the same job is advertised under several names. If you are unsure which one your candidates search for, run two titles and see which fills.
Client Relationship Manager
Client Relationship Managers are business professionals who focus on developing strong relationships with clients and maintaining trust and loyalty.
$51,115 medianClient Services Coordinator
Frequently asked questions.
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.
Other job description templates.
Same format, same free, same median pay data. Browse the full library if the role you are hiring for is not here.
Client Relationship Manager
Client Relationship Managers are business professionals who focus on developing strong relationships with clients and maintaining trust and loyalty.
$51,115 medianClient Service Coordinator
Client Service Coordinators act as primary liaisons between the company and its clients.
$38,137 median