We are seeking a diligent Client Services Executive to manage key client relationships, ensure service delivery excellence and support business growth. The successful candidate will combine strong communication skills with commercial awareness to act as the primary point of contact for assigned accounts, resolving enquiries, coordinating internal teams and driving client satisfaction.
Client Services Executive Job Profile
The Client Services Executive acts as the bridge between clients and internal teams, ensuring the timely delivery of services and consistent communication. This role requires a customer-centred approach, excellent organisational skills and the ability to manage multiple priorities in a fast-paced environment.
Reporting to the Client Services Manager or Head of Accounts, the postholder will monitor service levels, maintain accurate records and prepare reports to support account reviews and strategic decision making. A proactive attitude and the ability to build trust with stakeholders are essential.
Client Services Executive Job Description
A Client Services Executive provides day-to-day account management and client support. You will handle client enquiries, coordinate project activities with internal departments, and ensure commitments are met on time and to the expected standard. The role includes managing routine administration, maintaining client files and using CRM systems to record interactions and outcomes.
In addition to operational responsibilities, the Client Services Executive will proactively identify opportunities to improve service delivery and contribute to client retention strategies. You will prepare concise reports and update account documentation ahead of review meetings, highlighting risks, opportunities and service performance metrics.
Strong interpersonal skills are required to liaise with clients, suppliers and colleagues. The right candidate will be comfortable working under pressure, problem-solving with a calm approach and adapting to changing client needs while maintaining a consistently high standard of service.
Client Services Executive Duties and Responsibilities
- Act as the primary point of contact for assigned clients, responding promptly to enquiries and requests.
- Coordinate with internal teams to schedule work, monitor progress and ensure timely delivery of services.
- Maintain accurate client records within the CRM and ensure all interactions are logged and tracked.
- Prepare regular account updates, performance reports and documentation for client meetings.
- Manage client onboarding, including checking contracts, setting up accounts and ensuring handovers are complete.
- Resolve client complaints and issues efficiently, escalating when necessary and following up to ensure satisfaction.
- Identify opportunities to upsell or improve service offerings in line with client needs and company objectives.
- Ensure compliance with company policies, service level agreements and industry regulations where relevant.
- Support the Client Services Manager with project administration and ad hoc tasks as required.
- Contribute to process improvements and share best practices to enhance team performance.
Client Services Executive Requirements and Qualifications
- Educated to A level or equivalent; a degree in business, marketing, or a related subject is desirable.
- Proven experience in a client-facing or account management role, ideally within a service-led business.
- Strong verbal and written communication skills with excellent attention to detail.
- Proficiency with CRM software and Microsoft Office applications, particularly Excel and Outlook.
- Ability to manage competing priorities, work independently and as part of a team.
- Good problem-solving skills with a customer-oriented mindset and the ability to remain calm under pressure.
- Organisation and time management skills with a record of meeting deadlines and service targets.
- Understanding of basic commercial principles and the ability to contribute to client retention and growth.
- Flexible approach to duties and a willingness to support occasional out-of-hours activity if required by client needs.
