Client Servicing Executive Job Description [Ready Templates]

A client servicing executive is responsible for maintaining relationships with a company’s existing clients. They work to ensure that clients are satisfied with the company’s products or services and provide support as needed. This blog contains some of the best Client Servicing Executive Job Description ready templates to help you get on the right track.

The job description of a client servicing executive may vary depending on the industry, but they typically report to a manager or director. In some cases, they may also be responsible for new business development. To succeed in this role, client servicing executives must have strong communication and customer service skills.

They must also be able to effectively manage their time and prioritize tasks. Those who are able to build strong relationships with clients and exceed their expectations will be most successful in this role.

Client Servicing Executive Job Description

We are the world’s leading provider of [ INDUSTRY/PRODUCT TYPE ] software solutions. We serve over [ NUMBER OF CLIENTS WORLDWIDE ], including some of the largest and most prestigious organizations in a wide range of industries.

Our company has been in business for over [ NUMBER OF YEARS IN BUSINESS ] years, and their products are used by millions of people every day.

Job Description:

  • Serve as the primary point of contact for assigned clients, providing high-touch account management and customer service
  • Build strong relationships with key decision makers at assigned accounts to ensure customer satisfaction and retention
  • Understand client business goals and objectives and work with them to develop strategies for success using our products
  • Act as a trusted advisor to clients, providing expert guidance on best practices, industry trends, etc.
  • collaborate closely with other members of the Customer Success team to share knowledge and expertise, drive continuous improvement in our processes, and scale our impact
  • Handle customer inquiries (via phone, email, or web) in a timely and professional manner
  • Maintain up-to-date records of all interactions with assigned accounts in our CRM system

The Successful Applicant:

  • A minimum of 2 years’ experience in customer success or account management working with accounts of various sizes is required for this role
  • Exceptional written communication skills; ability to clearly articulate complex concepts both verbally and written
  • Strong interpersonal skills; ability to build rapport quickly and establish trust easily
  • Proven track record of being highly organized with excellent attention to detail
  • Must be proactive, resourceful, adaptable/flexible, analytical thinker

Offer Details:

  • This is a full time permanent role offering a competitive salary + benefits package

Customer service executive job description

We are a FTSE 100 organization and one of the UK’s largest providers of customer relationship management and business process outsourcing solutions. As we are also a leading provider of outsourced customer contact center services to major blue-chip companies worldwide.

Our company has seen significant growth in recent years and now employs over 75,000 people across more than 40 locations in the UK, North America, Europe, Asia Pacific, South Africa and India.

Job Description:
The Customer Service Executive will be responsible for providing an excellent level of customer service to all clients, ensuring that all queries are dealt with efficiently and effectively. This role will involve working as part of a team to provide support to customers via telephone, email and live chat.

The successful candidate will have strong communication skills and be able to work well under pressure.

Main responsibilities:

  • Provide excellent levels of customer service at all times
  • Respond to customer queries via telephone, email and live chat
  • Handle customer complaints in a professional manner
  • Log all calls on the company CRM system
  • Achieve individual targets set by management
  • Assist with any ad hoc tasks as required by the team leader/manager

The Successful Applicant:

  • Previous experience working in a customer service environment is essential
  • Strong communication skills both written and verbal
  • Excellent organizational skills
  • Ability to work well under pressure
  • A positive attitude with a willingness to learn new things
  • Team player with a flexible approach
  • Must be able to work shifts between 8am – 10pm Monday to Friday & 9am – 6pm Saturday & Sunday (rotational)

Offer Details:

  • Salary £18k per annum + bonus + benefits Hours 37.5 per week
  • Shift patterns between 8am – 10pm Monday – Friday & 9am – 6pm Saturday & Sunday (rotational) Full training provided

Client delivery executive job description

We are a leading provider of IT services and solutions. As we serve clients in more than 30 countries and have been in business for over 20 years. We are a publicly traded company with a strong financial foundation.

Our products and services are used by Fortune 500 companies, government agencies, and small businesses around the world.

Job Description:

  • The Client Delivery Executive is responsible for leading a team of account managers who are responsible for the day-to-day management of assigned accounts.
  • The CDE will work closely with the sales team to identify new opportunities within existing accounts and develop strategies for penetrating new accounts.
  • The CDE will be responsible for ensuring that their team meets or exceeds all assigned quotas including but not limited to revenue, customer satisfaction, product adoption, and renewals/expansions.
  • The CDE will also be responsible for preparing monthly reports detailing the performance of their team against key metrics.

The Successful Applicant:

  • A minimum of 7 years of experience in B2B software sales with at least 3 years of experience managing a team of account managers is in need for this role.
  • Experience selling into the enterprise market is strongly in need.
  • A proven track record of achieving or exceeding quotas is in demand.
  • Strong analytical skills and experience preparing detailed reports is also required.

Offer Details:

  • This is a fulltime position that can be based out of our client’s corporate headquarters near Boston or remotely from anywhere in the US .
  • Compensation will consist of a base salary in the range $120-$140k + annual bonus based on individual & team performance .
  • Full benefits package including 401k match & stock options program .

Client servicing executive job description in advertising

We are a leading advertising agency that specializes in digital marketing. We are a global company with over 1,000 employees and are looking to hire a Client Services Executive to join our team. This is a remote-based position with a competitive salary and benefits package.

Job Description:

  • Serve as the primary point of contact for assigned clients and manage all aspects of the client relationship
  • Develop strong relationships with clients and provide exceptional customer service at all times
  • Handle client inquiries and requests in a professional and efficient manner
  • Monitor campaign performance metrics and prepare reports for clients on a regular basis
  • Identify opportunities for new business development with existing clients

The Successful Applicant:

  • 3+ years of experience working in customer service or account management
  • Strong communication and interpersonal skills
  • Ability to build relationships quickly
  • Excellent organizational skills
  • High attention to detail
  • BA/BS degree preferred but not required

Offer Details:

  • Competitive salary + bonus potential
  • Comprehensive health coverage (medical, dental, & vision)
  • 401k plan with company match
  • Generous PTO policy


I hope you found this blog helpful. We’ve detailed what a Client Servicing Executive does and how to score the role. If you want to apply for a job like this, be sure to tailor your resume and cover letter to fit the needs of the company.

Do your research on which companies are hiring and send them applications tailored specifically for their open positions. Finally, stay positive and confident throughout the interview process; it will show in your interactions with potential employers. Thanks for reading!

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