Structured Performance Reviews: Organize quarterly business review meetings with clients to evaluate key performance indicators (KPIs), service compliance, issue resolution performance, and customer satisfaction.
Collaborate effectively with internal accounting teams, tax specialists, and other departments to ensure seamless service delivery and resolve complex client issues.
Structured Performance Reviews: Organize quarterly business review meetings with clients to evaluate key performance indicators (KPIs), service compliance, issue resolution performance, and customer satisfaction.
Implement ongoing improvement initiatives based on survey data, performance metrics, and client feedback; maintain a structured Client Service Plan outlining actions, priorities, and progress.
Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, repetition and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.
Client Onboarding & Check-ins: Onboard new clients and manage the 90-day check-in process and annual reviews to assess satisfaction and identify opportunities for further engagement.
Partner closely with Relationship Managers to understand client strategy, support business growth, and expand service offerings based on evolving client needs.
Implement ongoing improvement initiatives based on survey data, performance metrics, and client feedback; maintain a structured Client Service Plan outlining actions, priorities, and progress.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, repetition and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.
Client Onboarding & Check-ins: Onboard new clients and manage the 90-day check-in process and annual reviews to assess satisfaction and identify opportunities for further engagement.
Coordinate and work with a team of Associates to execute on requests for clients who are conducting research and due diligence on industry trends, market opportunities, new products and technologies, and more..