Core Job Responsibilities
Client Retention: Manage a dedicated portfolio of clients to maximize satisfaction, ensure contract renewals, and prevent customer folio Growth: Identify upselling and cross-selling opportunities by matching company financial products, software, or services to client arding & Support: Guide new clients through the implementation or onboarding process, addressing initial setup hurdles and resolving complex service et Consultation: Provide clients with tailored updates on market trends, financial investment options, or technology shifts that impact their s-Team Collaboration: Partner with credit, operations, technical support, and product development teams to resolve specific client pain points ormance Reporting: Document interaction history in CRM platforms and present regular portfolio health audits to upper management.