Job Description
Responsibilities
- Calls on clients to deepen relationships and proactively own, respond to, uncover and anticipate future needs, roadblocks or risks and expectations;
- Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
- Introduces solutions to clients in building and strengthening an effective portfolio;
- Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs;
- Works closely with Case Manager on the onboarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
- Identifies cross‑sell opportunities to deepen and increase share of wallet;
- Drives innovation in the solutions we provide clients and further develops our business where necessary and appropriate;
- Supports the Senior Relationship M...