Client Servicing Executive Job Description

Agency campaigns stall when a client brief arrives incomplete or when finished work leaves the studio without being estimated and billed. The Client Servicing Executive prevents that. Working inside advertising, digital, and events agencies, this person holds the client account day to day, translating requirements for TV, radio, press, and social media campaigns into creative and media briefs that internal designers, writers, and digital specialists can act on without guesswork. Clients judge the agency largely through this relationship, so accuracy on timelines and pricing carries as much weight as creative ideas.

The mandate of the Client Servicing Executive is to keep each agency account profitable and on schedule, so that clients see their campaign objectives met and the agency recovers the full value of the work it delivers. Most agencies place the job inside the account management team, reporting to its senior lead and working daily with studio and finance colleagues.

Career Impact: Running integrated accounts that span branding, digital, events, and public relations builds a portfolio of client service work that advertising agencies value when hiring for account roles.

Business Impact: Accurate estimates and fully billed jobs protect agency margins, while on-time campaign delivery keeps client accounts satisfied and retained.

Growth Opportunity: Hands-on exposure to new business pitches and upselling prepares you to take on larger accounts and move into senior account management.

• Act as the primary client contact, receiving requests and translating marketing requirements into clear creative and media briefs.
• Coordinate designers, content writers, digital specialists, and video editors to deliver campaign work against client objectives.
• Manage integrated campaigns spanning print, broadcast, social media, direct marketing, and events from planning through closure.
• Monitor project schedules and deliverable timelines, taking corrective action when work drifts from committed dates.
• Review all outgoing deliverables through proofreading and quality checks before they reach the client.
• Prepare estimates, pricing, and statements of work, ensuring every job is billed and recovered with the finance team.
• Build long-term client relationships that open opportunities to upsell and cross-sell additional agency services.
• Develop social media content calendars and monthly reports, securing client approvals for scheduled posts.

• Bachelor's degree in marketing, advertising, communications, or a related field, or equivalent work experience.
• 1 or more years of client servicing or account management experience, with exposure to agency project delivery.
• Excellent written and verbal communication skills for briefing internal teams and presenting work confidently to clients.
• Strong organizational and time management skills, with the ability to handle several client accounts under deadline pressure.
• Close attention to detail when checking deliverables, documentation, and campaign specifications before release.
• Understanding of creative processes and techniques across print and digital platforms, including social media execution.
• Ability to manage campaign budgets and project commercials while respecting client cost constraints.
• Confidence in building client rapport and negotiating practical solutions when requirements, scope, or timelines change.

• Background in an advertising, events, or digital agency, with exposure to integrated branding and public relations work.
• Experience contributing to new business pitches, including preparing presentations and campaign ideas for prospective clients.
• Understanding of technology brands or consumer insight work that sharpens social media and digital strategy recommendations.
• Familiarity with advertising trends and competitive activity in local markets, used to shape client marketing plans.

• On-time delivery rate (%), showing how reliably committed campaign deadlines are met.
• Billing recovery ratio, measuring the share of estimated work actually invoiced and collected.
• Client retention rate (%), reflecting how well managed accounts renew with the agency.
• First-pass approval rate (%), tracking deliverables accepted without client rework requests.
• Brief turnaround time in hours, from client request to internal team briefing.
• Upsell revenue in dollars, generated from additional services sold to existing accounts.

• Base Salary Range: $45,000 to $65,000 per year, depending on market and agency size
• Bonus: Annual performance bonus of 5% to 10% tied to account results
• Equity: Uncommon at agencies, occasionally offered by startup or independent shops
• Health Benefits: Medical, dental, and vision insurance with partial employer premium contribution
• PTO: 15 to 20 days of paid time off plus company holidays
• Common Perks: Hybrid work options, professional development budget, and industry event access

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment offers are contingent on successful completion of a background check and on verification of authorization to work in the United States. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected under federal, state, or local law. Applicants who need a reasonable accommodation under the Americans with Disabilities Act may request one at any stage of hiring.

The Client Servicing Executive delivers marketing projects that increase customer ROI, acting as the point of contact for client requirements across creative, digital, and direct marketing campaigns. Reporting to account management, the role coordinates digital specialists, content writers, and designers with the delivery and finance team, closing campaigns on time while upselling other services to grow revenue.

Key Responsibilities

• Act as the point of contact for clients for marketing requirements.
• Suggest, design, and implement marketing projects to increase customer ROI.
• Build strong, long-term client relationships to upsell and cross-sell other services.
• Manage campaigns and projects spanning creative, digital, and direct marketing, and monitor campaigns to ensure results and optimization.
• Work with cross-functional teams such as digital specialists, direct marketing executives, content writers, designers, and video editors to meet client requirements and campaign objectives.
• Take ownership and ensure timely completion of campaign and project closures in coordination with the delivery and finance team.
• Manage client deadlines well and deliver under pressure.

Required Qualifications

• 2 or more years of experience in client servicing and account management.
• Strong experience in participating in new business pitches.
• Previous experience from an advertising and events background is preferred.
• Good understanding of working with Technology brands is an added advantage.
• Ability to handle project commercials and grow company revenue.
• Competence in effectively managing budgets and executing campaigns.
• Experience in working professionally with Word, Excel, PowerPoint, CRM, and Marketing Automation tools.
• Excellent organizational and time management skills with strong attention to detail.

Embedded within account management, the Client Servicing Executive owns the day-to-day management of clients, from receiving requests to committing to pricing and delivery timelines that creative projects meet. Working closely with design resources, the Client Servicing Executive keeps client data accurate and ensures every project passes quality checks before delivery, sustaining long-term client relationships.

Core Functions

• Manage clients day-to-day, including receiving requests, delivering finished projects, managing feedback, and providing pricing.
• Maintain ongoing client relationships and networking.
• Answer queries regarding the product/services and processes.
• Assist clients in using the product and services and keep them updated about new features.
• Coordinate with account management and design resources to achieve client goals.
• Download client incoming assets in the Delivery shared drive folder.
• Fill out and check the job intake manager and send the job list to the team.
• Update the tracker daily, including the task manager, invoice manager, rate cards, client contracts, and QC sheets, and any other work related to client data.
• Check if all incoming requests have the required assets, and if not, request them from the client and commit to a pricing and delivery timeline.
• Assign jobs to the available design resource and brief them about the job.
• Ensure projects are completed as per a committed schedule.
• Quality check all projects before delivering and update the QC checklist.
• Participate in client project kick-off calls.
• Prepare and send a Statement of Work (SOW) to the client for PO, if required.

Qualifications & Experience

• Significant experience in professional client relationship management.
• Experience from a background in advertising, design, and marketing is preferred.
• High computer literacy and ability to learn new software.
• Familiarity with creative processes and techniques, including digital platforms and tools, with Adobe CC preferred.
• Excellent communication and interpersonal skills.
• Capacity to work with a self-driven and proactive nature.
• Ability to demonstrate leadership qualities.
• Competence in staying highly organized, multitasking, and paying extreme attention to detail.
• Comfort taking a persuasive and confident approach to creative projects.
• Ability to work as an authoritative figure in a busy team and handle work pressure.
• Willingness to stretch shifts whenever there is a workload.

Reporting to the agency's internal team, the Client Servicing Executive shapes advertising projects for local clients, turning requirements and goals into briefings, content calendars, and campaign roll-outs across TV, radio, press, and social media. Partnering with clients on research into niche market trends, the work secures content approvals and keeps accounts satisfied and retained.

Primary Duties

• Coordinate with clients to understand their requirements and advertising goals, prepare briefings, and make necessary efforts to get work done from the internal team.
• Create content calendars for clients' social media.
• Develop content and receive approval for the content.
• Research advertising trends and recent strategies in the niche market, and develop marketing plans for local clients from the learnings.
• Manage all facets of project roll-out, such as campaign planning (TV, radio, and press), print and social media ads, direct mail, design consultation, and trade show and sales promotion participation.
• Manage the company's account and communicate with clients to ensure their satisfaction and retention.

Skills & Qualifications

• Bachelor's degree, with strong enthusiasm to excel professionally.
• Can communicate well with people, both speaking and writing.
• Willing to learn and develop along with the team.
• Ability to work with a team in a creative, professional, and presentable manner.
• Comfort working under pressure or time constraints.

Sitting at the intersection of client strategy and agency production, the Client Servicing Executive leads account delivery, preparing creative and media briefs, planning meetings and presentations, and ensuring all work is estimated, billed, and recovered. Operating across support departments and reporting to an immediate boss, the Client Servicing Executive anticipates process deviations and takes responsibility for every output on the accounts.

Duties

• Plan meetings and presentations with their associated details.
• Initiate and ensure work comes forward on time.
• Ensure all documentation is prepared to perfection, issued, and recorded.
• Plan and implement strategies for clients.
• Understand and prepare creative and media briefs and submit them well in time.
• Ensure timely work progress against the brief.
• View all jobs critically to ensure value additions and quality delivery.
• Ensure all work is estimated, billed, and recovered.
• Anticipate deviations from normal processes and take corrective action.
• Take responsibility for all outputs on one's accounts.
• Take control and report on all aspects to the immediate boss.

Requirements

• Thorough knowledge of the processes involved in agency functioning.
• Thorough understanding of support departments and their functioning.
• Solid presentation skills are a must.
• Willing to be relentless in efforts and persistent in achieving results.
• Ability to embrace challenges and inspire new ways of thinking.
• Fluency in English, with strong writing skills.

A key member of the agency's internal teams, the Client Servicing Executive builds integrated projects across branding, digital and social, events, and public relations, keeping deadlines and deliverables on track. Collaborating across client negotiations and daily quality control, the work turns ideas into campaigns that meet client requirements.

Functions

• Work with internal teams to devise campaigns, ideas, and solutions that meet clients' requirements.
• Ensure deadlines, timelines, and deliverables are met in a timely fashion.
• Manage projects end-to-end, encompassing the integrated disciplines of branding, digital and social, events, and public relations.
• Ensure smooth workflow between internal teams working on deliverables.
• Proofread and quality control all outgoing deliverables on a daily basis.
• Negotiate with clients and provide solutions through ideation and problem-solving.

Experience & Qualifications

• 1 or more years of hands-on experience in project management, copywriting, social media, and/or content marketing, preferably in a social or digital agency.
• Solid interest in the intersection between technology and culture and human behavior.
• Understanding of what makes good campaigns in marketing.
• Ability to critically analyse a situation and provide solutions on the go.
• Excellent communication and interpersonal skills.
• Ability to keep acute attention to detail while working on multiple items at once.
• Capacity to use initiative and be flexible, with a proactive attitude.
• Ability to work under pressure and multitask, with good drive and determination, a never-quit attitude, and an inclination to always find a solution.
• Solid teamwork skills.
• Fluency in written and spoken English and Bahasa Malaysia is a must.

Effective social media and digital strategy for the brand depends on the Client Servicing Executive, who leads the account by turning client briefs into calendars, approved posts, and monthly reports. Serving as lead contact for internal project and delivery teams, the Client Servicing Executive supervises creative deliverables and adds consumer insights and competitive updates that sharpen campaign suggestions.

Accountabilities

• Understand client briefs and deliver effectively.
• Showcase industry understanding and knowledge.
• Be the lead on the account with digital knowledge.
• Manage social media execution, including creating calendars, daily posting, client approvals, creating monthly reports, and pitching ideas.
• Contribute to strategy with consumer understanding, competitive updates, and insights for effective social media and digital strategies for the brand.
• Supervise and direct creative and other key aspects of the brand deliverables to the internal project and delivery teams.
• Deliver timely and effective reporting.
• Make proactive campaign suggestions for the brands.

Technical Qualifications

• Experience working as part of a team.
• Competence in creative processes and techniques, including digital platforms.
• Ability to apply a keen eye for detail and an understanding of budget restraints.
• Excellent oral and written communication skills.
• Good organisational skills of a first-class standard.
• Comfort taking a proactive approach to creative projects.
• Ability to work under pressure whilst maintaining a cool outlook.
• Ability to build client rapport with a personable and professional character.
• Capacity to give clients trust in the work with confidence.

As the Client Servicing Executive, this role delivers client service for a global securities trading firm, resolving queries by phone, email, and chat, educating clients on the trading platform, and processing online and manual payments. Other departments rely on this work to keep CRM records accurate and resolve escalated client issues, supporting an around-the-clock service.

Activities

• Provide high-calibre client service delivery for a positive client experience.
• Respond proactively to and manage inbound client queries, providing timely and effective resolution via telephone, in person, email, or chat.
• Educate clients in using the trading platform.
• Provide technical support for client software problems relating to the trading platform.
• Manage the processing of all online and manual payments.
• Participate in targeted outbound reactivation calling to dormant account holders.
• Carry out administration duties where required, including account opening.
• Act as back up for the sales team when required.
• Provide support to clients from other regions as part of the around-the-clock service.
• Take ownership in ensuring accurate client information is updated and maintained in the client relationship management (CRM) system.
• Liaise with other departments to escalate and resolve all client issues on time to ensure a consistently high level of client service.
• Identify process improvements and maintain a full knowledge of client services manuals and procedures.
• Maintain personal and professional development to meet the changing demands of the role and participate in appropriate training.
• Ensure a positive approach to challenges and provide open and honest feedback to the line manager.

Position Requirements

• 2 to 3 years' experience in the banking/financial services industry with proven client relationship experience in financial markets is preferred.
• Knowledge of capital markets and securities trading products, such as forex, CFD, commodities, and equities.
• Working knowledge of financial markets, trading, and technical analysis.
• Competence in providing general IT troubleshooting advice and being IT savvy.
• Working knowledge of Microsoft Word, Microsoft Excel, and databases.
• Excellent verbal and written communication skills in English.
• Ability to work effectively independently and within a team.
• Capacity to work with an enthusiastic, reliable, and confident nature.
• Ability to operate with integrity and a highly client-centric mind set, building and enhancing strong and meaningful client relationships.
• Ability to handle difficult clients in a professional manner.
• Proficiency in Mandarin, preferred, to support both English and Mandarin speaking clients.

Client Servicing Executive owns the business relationship with the client, aligning market research assets to client strategic priorities through consultative selling and actionable recommendations. Success in the position means working with regional client business partners and support groups to resolve issues, shape account planning, and grow long term engagement across client functions.

Operational Focus

• Lead the business relationship between the company and the client.
• Drive collaborative one-voice engagements to solve client business issues.
• Penetrate senior decision makers across client functional teams.
• Contribute to the Strategic Account Planning process and vision for the client.
• Work with the regional client business partners (RCBP) to set the go-to-market strategy for the client locally, advocate the voice of the client, and share best practices.
• Resolve client issues proactively by engaging other support groups as needed.
• Champion new initiatives and innovation.
• Act as an essential thought partner to clients, solving client business issues, also by getting the right experts on board.
• Create high-impact ideas and strategies and communicate them via speeches, articles, etc.
• Inspire the team with authentic messages that demonstrate ambition, passion, and urgency.
• Create and grow long-term, trust-based client engagement and relationships across multiple functions within the client organization in the country or sub-region.
• Understand client strategic business priorities and align company assets to deliver against them through consultative selling at a local country level, relating to regional and global strategy.
• Drive actionable recommendations that are aligned to client business issues.

Knowledge, Skills & Abilities

• University degree in Business, Master's preferred.
• 2 to 4 years of experience in Business Development.
• Experience in account management, including consultative engagement.
• General understanding and use of market research products, services, and techniques.
• Can clearly explain analytical techniques to non-expert audiences.
• Ability to develop conceptual frameworks to simplify complex problems or issues.
• Ability to analyze and integrate various data sources with market and industry knowledge.
• Capacity to prioritize against multiple client demands.
• Proficiency in crafting a narrative that engages and excites the audience.