Client Services Executive

Client Services Executive Job Description Template

Our company is looking for a Client Services Executive to join our team.

Responsibilities:

  • Communicate with brokers regularly regarding the status of buyers, number of inquiries and activity on each listing;
  • Chasing any outstanding monies owed from clients who have registered their interest in attending upcoming events;
  • Maintain strong client relationships through regular close account management which will include telephone and email communication;
  • Attending global events to network with clients;
  • Invoicing and credit control for delegate and sponsorship invoices;
  • Proactively provide client feedback/notify Programme Managers and Account Managers of all positive feedback and issues/areas of client concern;
  • To advise on and process orders for all products and materials required to meet client needs;
  • Maintain a complete record of all client interaction within the appropriate in-house systems CRM;
  • Understand your clients objectives with the platform and oversee their progress;
  • To chase client debt to satisfactory resolution, liaising with the Accounts team when necessary;
  • Identify and share customer success stories with the business;
  • Provide excellent customer service and continuously drive value of our products and services;
  • Liaise with project managers to provide any necessary installation services and training as part of client facing projects;
  • Attending client visits both on and off site;
  • Preparing correspondence.

Requirements:

  • Computer literacy in MS Office, Outlook, Internet;
  • Proactively provide client feedback/notify Programme Managers and Account Managers of all positive feedback and issues/areas of client concern;
  • Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail;
  • 6 months to a years’ experience in a sales support, client services or similar role;
  • Work closely and actively with Service Delivery Manager, to ensure SLAs are met and provide the provision of consistent excellent service;
  • High competency in technology including internet, CRM systems, email, and Microsoft Office applications;
  • An interest in start-ups;
  • Highly organised and motivated with an aptitude for problem-solving;
  • Positive attitude, team-oriented, self-starter who can maximise the results of individual contributors to meet and exceed company sales targets;
  • Excellent written and verbal communication skills;
  • Processing records on all BPP systems;
  • Maintain strong client relationships through regular close account management which will include telephone and email communication;
  • or above from a top university.