| Detail | For this role |
|---|---|
| Department | Media and Advertising |
| Level | Entry level |
| Reports to | Account Executive |
| Direct reports | None |
| Experience | Fresher or up to 2 years in agency or marketing coordination |
Client Servicing Executive job description template
Copy this job description, replace the text in square brackets and post it on your careers page or a job portal.
Job title: Client Servicing Executive
Department: Media and Advertising
Reports to: Account Executive
Location: [City], [office, branch or site]
About the role
A Client Servicing Executive supports the account team in an advertising agency. They coordinate approvals, chase timelines, prepare status reports and cost estimates, take meeting notes, and make sure information flows cleanly between the client and internal teams. The role is the entry point into client servicing, working under an account executive or servicing manager. A good one keeps every job tracked and nothing forgotten, communicates clearly and promptly, and learns the accounts fast so they can take on brands of their own.
Key responsibilities
- Track jobs across creative, media and production teams, and follow up so timelines are met.
- Prepare and update status reports, trackers and timelines for every account you support.
- Coordinate approvals between clients and internal teams, and circulate feedback clearly.
- Take notes in client meetings and send contact reports recording decisions and next steps.
- Prepare cost estimates and raise job numbers and purchase orders under guidance.
- Collect and organise reference material, brand assets and briefs for the teams.
- Follow up with vendors and the studio so deliverables are ready on time.
- Send routine client updates and respond quickly to small client requests.
- Help follow up on pending approvals, billing and payments.
- Learn each brand's guidelines, market and past work to support the account better.
Requirements
- Bachelor's degree in marketing, mass communication or commerce
- Strong written and spoken communication
- An internship in an agency or marketing role is an advantage
- Fresher or up to 2 years in agency or marketing coordination
KRAs and KPIs for a Client Servicing Executive
Key result areas for the appraisal form, each with a KPI you can measure every month or quarter.
| Key result area | How to measure it |
|---|---|
| Job tracking | Every job on your accounts tracked and updated daily, with nothing missed |
| Responsiveness | Client and internal requests acknowledged the same working day |
| Reporting | Status reports and contact reports sent on time and accurate |
| Coordination | Approvals and feedback passed between client and teams without delay or confusion |
| Accuracy | Estimates and job papers prepared with few errors needing correction |
| Learning | Take on an account independently within the agreed period |
Skills and tools
Tools used day to day: MS Excel, PowerPoint, Email and calendar, Project tracker, Job or billing software.
Reporting line and career path
Interview questions for a Client Servicing Executive
- How would you keep track of ten jobs running across three teams at the same time?
- A client asks for a status update on everything by end of day. How do you prepare it?
- You are new to an account. How do you learn the brand quickly?
- What would you put in a contact report after a client meeting?
- A team misses an internal deadline. How do you handle the client?
- Why do you want to work in client servicing rather than the creative side?
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What does a client servicing executive do?
A client servicing executive supports the account team in an agency. They track jobs, chase timelines, prepare status reports and estimates, coordinate approvals and take meeting notes. They keep information flowing between the client and internal teams. It is the entry-level client servicing role, working under an account executive or servicing manager.
How do you become a client servicing executive?
Most client servicing executives start with a degree in marketing, mass communication or commerce, and often an agency internship. Agencies hire freshers who communicate clearly, stay organised and follow up reliably. From here you move up to account executive and then servicing manager as you learn to handle brands on your own.
What is the difference between a client servicing executive and an account executive?
A client servicing executive is the more junior role, supporting the team with tracking, reports and coordination. An account executive handles brands more independently, writes briefs and manages jobs directly with clients. The executive learns the accounts and process first, then steps up to account executive after a year or two.