Client Service Executive Manager

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<p>Client service executives essentially establish and cultivate relationships with a company’s clients.</p><p>Their goal is to meet client needs so customers are satisfied, resulting in profits for the company.</p><p>Client service executives these professionals also introduce new products, respond to client</p><p>inquiries, and find solutions to client issues such as those dealing with billing.</p><p><br></p><p><strong>Job Brief:</strong></p><p><br></p><p>•Develop and maintain existing client relationships, including administrative tasks, customer care, and opening accounts in the system</p><p>•Interact and correspond with prospective clients with approval from Investment Executives</p><p>•Identify, develop, and maintain relationships with potential clients to drive billed revenue for</p><p>attaining set revenue targets.</p><p>•Identify decision makers, services, and products to meet client issues.</p><p>•Direct development of client customized solutions through other departments</p><p>•Draft client service agreement providing details on scope of service and compensation.</p><p>•Protect firm from Errors and Omissions (E&O).</p><p><br></p><p><strong>KPIS</strong></p><p><br></p><ul><li>100% positive servicing of the client, ensuring that the account opening is completed.</li><li>Conduct customer surveys once a quarter in order to collect feedback from clients</li><li>Successful management of the Client Services team by conducting monthly Performance Development Reviews, raising necessary issues to HR, and monitoring their attendance times</li><li>Effectively measure output from the system transactions</li><li>Ensure 100% successful fund transfers in a timely basis</li><li>Ensure client communication through email responses within 24 hours</li><li>Provide end month reports for statements </li></ul><p><br></p><p><br></p><p><strong>Hours:</strong></p><p><br></p><p>•Required 45 hours per week or as required by the General Manager</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><p><br></p><p>•Develop sales proposals to share with the Investment Executives and collaborate with a company’s multiple internal departments to help improve the quality of products.</p><p>•Work to streamline business operations by helping to reduce costs.</p><p>•Train and oversee a team of client service employees in systems and processes.</p><p><br></p><p><strong>Successful Candidates for the Client Service Executive position typically possess:</strong></p><p><br></p><p>•Ability to multitask and prioritise tasks.</p><p>•Excellent time management skills</p><p>•Well-developed organisational skills</p><p>•Attention to detail.</p><p>•Great verbal and written communication skills</p><p>•Professional discretion</p><p></p>

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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