Client Service Executive

We seek a detail-oriented and proactive Client Service Executive to manage client relationships and lead a team of field representatives in a fast-paced financial services environment. The role demands strong analytical skills, advanced Excel proficiency, and leadership capabilities.

Key Responsibilities:

• Serve as the primary liaison between clients and internal teams.
• Analyze data and generate reports using Excel and related tools.
• Assign and manage field visitation clusters for optimal coverage.
• Monitor timely report submissions and track performance metrics.
• Lead, train, and motivate field representatives to achieve KPIs.
• Ensure accuracy, integrity, and compliance in all processes.
• Collaborate with internal teams to resolve issues and improve workflows.

Requirements:

• 1–2 years of experience in client servicing or operations; team management experience preferred.
• Strong Excel skills (pivot tables, formulas, charts) and familiarity with tools like Tableau or Power BI.
• Excellent communication and interpersonal skills.
• Proven leadership and organizational abilities.
• Experience in KPI management and data reporting.
• High integrity, attention to detail, and adaptability.
• Good credit record (may require credit card application).