
Client Engagement Specialist
5 days ago
Job Summary
- We are seeking a highly skilled Relationship Officer to manage and nurture relationships with clients, addressing customer inquiries and providing exceptional customer service.
Key Responsibilities:
- Client Communications: Engage with clients to understand their needs and provide tailored solutions.
- Financial Document Reviews: Conduct thorough reviews of financial documents to ensure accuracy and completeness.
- Customer Service Follow-ups: Respond to customer inquiries in a timely manner and resolve issues efficiently.
- Sales Strategy Coordination: Collaborate with the sales team to develop and implement effective sales strategies.
Requirements:
- Strong business relationship management skills
- Relevant experience in finance and sales
- Excellent communication and customer service skills
- Ability to prioritize tasks effectively and manage multiple responsibilities
- Bachelor's degree in business, finance, communications, or a related field
- Proficiency in using CRM software and other relevant tools
Benefits:
- Opportunity to work with a dynamic team
- Professional growth and development opportunities
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