Client Management: Act as the main point of contact for assigned clients and handle their day-to-day needs.
Relationship Building: Develop long-term, trust-based relationships with clients.
Client Onboarding: Assist new clients with onboarding, documentation, and service setup.
Communication: Regularly update clients on products, services, and company initiatives.
Issue Resolution: Address client concerns, complaints, or service issues promptly and professionally.
Coordination: Liaise with internal teams (sales, operations, finance, support) to meet client requirements.
Account Growth: Identify upselling or cross-selling opportunities based on client needs.
Reporting: Maintain client records, prepare reports, and track interactions in CRM systems.