Client Servicing Executive focuses more on lead conversion and client onboarding. Here's a clearer breakdown of your responsibilities:
Key Responsibilities:
Follow up with incoming leads through calls, emails, or chats
Understand client needs and explain relevant products or services
Convert leads into active clients by guiding them through the enrollment process
Maintain client records and update CRM tools regularly
Coordinate with internal teams (like sales or support) to ensure a smooth onboarding experience
Build and maintain relationships with enrolled clients for long-term engagement