Job Description

Main Responsibilities

Lead and manage a portfolio of corporate clients, ensuring high-quality, timely, and compliant service delivery while maintaining strong client relationships and identifying opportunities for business growth.
Oversee day-to-day operational activities, including workflow management, time recording, invoicing, cash collection, client communications, board meeting administration, and maintenance of accurate client records and documentation.
Ensure compliance with internal policies, procedures, governance requirements, and regulatory obligations, including file reviews, bank transaction monitoring, audit readiness, and timely resolution of risk and compliance actions.
Act as the primary escalation point for client matters, proactively resolving issues, managing expectations, and delivering exceptional client service.
Identify and pursue upselling, cross-selling, and new business opportunities, including