Responsible for managing the overall servicing relationship of assigned clients, the full-time remote Service Executive I will coordinate client servicing, advocate for client needs, and ensure alignment with internal teams to enhance client satisfaction and drive revenue growth. Key responsibilities Strengthen strategic client relationships by managing program needs and overseeing day-to-day servicing requests Consult with clients on strategic planning, program management, and issue resolution while ensuring regulatory compliance Serve as the main operational point of contact for clients and provide ongoing communication to ensure timely implementation of initiatives Required qualifications Bachelor's Degree in a related field or a combination of education and relevant experience preferred Three (3) years of experience in client relationship or client servicing within the financial services industry required Experience in driving strategic initiatives and customer success required Project Management experience preferred