Client Servicing Executive – Junior Level (Job Description)
Role Overview
The Client Servicing Executive (Junior Level) supports day-to-day client coordination and service delivery. The role focuses on assisting in client communication, tracking deliverables, ensuring data accuracy, and supporting internal teams to ensure smooth execution of projects and reports.
This role is ideal for early-career professionals looking to build a strong foundation in client handling, project coordination, and business communication.
Key Responsibilities
Client Coordination & Communication
- Support senior client servicing managers in handling assigned accounts.
- Assist in day-to-day client communication via email and calls.
- Share reports, dashboards, and updates with clients as per timelines.
- Acknowledge client requests and coordinate internally for resolution.
Project & Delivery Support
- Track ongoing deliverables, timelines, and task status.
- Coordinate with internal teams (analytics, tech, operations) for data and reports.
- Ensure reports and outputs are shared accurately and on time.
- Perform basic checks to ensure data completeness and correctness.
Requirement Documentation
- Assist in gathering and documenting client requirements.
- Maintain trackers for change requests, feedback, and approvals.
- Update internal documents and trackers regularly.
Issue Tracking & Resolution
- Log client issues and follow up for timely closure.
- Escalate unresolved issues to seniors as required.
- Ensure proper communication with clients until closure.
Reporting & MIS
- Prepare basic MIS, trackers, and status reports.
- Maintain records of client communication and deliverables.
- Support SLA tracking and compliance.
Key Skills & Competencies
- Good written and verbal communication skills.
- Strong follow-up and coordination abilities.
- Attention to detail and willingness to learn.
- Basic understanding of Excel (filters, pivot basics preferred).
- Ability to work with multiple tasks and deadlines.
- Professional attitude and client-first mindset.
Qualifications & Experience
- Graduate in any discipline (Business, Management, Analytics preferred).
- 0–2 years of experience in client servicing, operations, or coordination roles.
- Freshers with strong communication and Excel skills may be considered.
KPIs / Performance Metrics
- Timely sharing of reports and deliverables.
- Accuracy of data and outputs.
- Turnaround time for client requests.
- Adherence to SLAs and internal processes.
- Feedback from clients and internal stakeholders.
Pay: ₹15,000.00 - ₹22,000.00 per month
Benefits:
Work Location: In person
