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Service Executive III

6/26/2025

Remote

Job Summary

A company is looking for a Service Executive III, responsible for managing client relationships and ensuring effective service delivery.

Key Responsibilities
  • Manage overall servicing relationship for assigned clients and coordinate with internal and external leadership
  • Strengthen client relationships by overseeing program needs and ensuring day-to-day servicing requests are met
  • Serve as a consultant to senior leadership and manage resolution of operational and service issues
Required Qualifications
  • Five (5) years of experience in client relationship or servicing within the financial services industry
  • Experience in driving strategic initiatives and customer success
  • Bachelor's Degree in a related field or equivalent combination of education and experience
  • Project Management experience preferred

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