Client Servicing Executive – BFSI/Fintech

italics; Gurugram District; On-site; INR 450,000 - 650,000; Full time

Job summary

italics is seeking a Client Servicing Executive to act as the bridge between clients and our creative team in a fast-paced fintech-friendly environment. The role emphasizes coordinating with stock brokers, insurance brands, PMS firms, and wealth-management partners to move projects from brief to delivery.

You will be the primary client contact, translate requirements into actionable briefs, and ensure timely, high-quality deliverables while maintaining strong relationships and clear

Qualifications

• 2-5 years of experience in client servicing or account management.
• Experience with fintech preferred.
• Strong communication and stakeholder management skills.
• Excellent organisational and multitasking abilities.
• Able to manage multiple clients and projects concurrently.
• Proficiency in Google Workspace, Excel, and PowerPoint.
• Experience in fast-paced agency environments.

Responsibilities

• Act as the primary point of contact for assigned clients.
• Understand client requirements and translate them into clear briefs for writers, designers, editors, and strategists.
• Coordinate with internal creative teams to ensure timely execution of deliverables.
• Manage project timelines, feedback cycles, approvals, and revisions.
• Track team bandwidth and allocate work efficiently across ongoing projects.
• Conduct regular client check-ins and maintain strong working relationships.
• Prepare monthly reports covering content performance, project status, and key updates.
• Ensure deliverables meet quality standards before sharing with clients.
• Follow up proactively on pending feedback, approvals, and dependencies.
• Maintain project trackers, meeting notes, and documentation.
• Flag risks, delays, or scope changes before they become issues.

Skills

Client Servicing

Account Management

Project Coordination

Communication skills

Stakeholder management

Multitasking

Organisational skills

Fintech experience

Tools

Google Workspace

Excel

PowerPoint

Project management tools

Job description

About the Role

We're looking for a Client Servicing Executive who can act as the bridge between clients and our creative team. You'll work closely with stock brokers, insurance companies, portfolio management firms (PMS), wealth management companies, fintechs, and other financial brands to ensure projects move smoothly from brief to delivery. If you're highly organised, good with people, and can juggle multiple projects without dropping the ball, we'd love to hear from you.

Key Responsibilities

• Act as the primary point of contact for assigned clients.
• Understand client requirements and translate them into clear briefs for writers, designers, editors, and strategists.
• Coordinate with internal creative teams to ensure timely execution of deliverables.
• Manage project timelines, feedback cycles, approvals, and revisions.
• Track team bandwidth and allocate work efficiently across ongoing projects.
• Conduct regular client check‑ins and maintain strong working relationships.
• Prepare monthly reports covering content performance, project status, and key updates.
• Ensure deliverables meet quality standards before sharing with clients.
• Follow up proactively on pending feedback, approvals, and dependencies.
• Maintain project trackers, meeting notes, and documentation.
• Flag risks, delays, or scope changes before they become issues.

Preferred Qualifications

• 2-5 years of experience in Client Servicing, Account Management, Project Coordination, or a similar role.
• Prior experience working with fintech.
• Strong communication and stakeholder management skills.
• Excellent organisational and multitasking abilities.
• Comfortable managing multiple clients and projects simultaneously.
• Proficiency in Google Workspace, Excel, PowerPoint, and project management tools.
• Ability to work in a fast-paced agency environment.