Service Executive II

A company is looking for a Service Executive II responsible for managing client relationships and operational initiatives.

Key Responsibilities

Oversee client servicing and advocate for client needs to enhance satisfaction and loyalty

Coordinate strategic plans and operational initiatives in collaboration with internal and external teams

Serve as the main operational contact for clients, addressing escalations and ensuring timely implementation of initiatives

Required Qualifications

Bachelor's Degree in a related field or equivalent experience

Three years of experience in client relationship or servicing within the financial services industry

Experience in driving strategic initiatives and customer success

Project management experience is preferred