- Develop and maintain solid relationships with existing and prospective clients
- Understand client requirements and provide appropriate solutions or support
- Act as a single point of contact for client queries and coordination
- Ensure timely follow-ups and high-quality customer service
- Coordinate with internal teams (Operations, Back Office, Sales, Compliance) to ensure smooth service delivery
- Assist clients with onboarding, documentation and account-related processes
- Resolve client issues promptly and escalate when required
- Maintain accurate client records and prepare periodic reports
- Support business development and client retention initiatives
- Ensure compliance with company policies and regulatory guidelines