Senior Client Relationship Executive

Responsibilities and Duties :

• Provide excellent customer service to a portfolio of high-net-worth clients, ensuring a personalised and professional experience.
• Take full ownership of client accounts and act as their primary point of contact.
• Build and maintain long-term client relationships through consistent, high-quality communication and follow-up.
• Respond promptly to client inquiries and ensure all issues are resolved thoroughly and in a timely manner.
• Work closely with internal departments to ensure client requests are accurately understood and fulfilled.
• Coordinate with operations, compliance, and other key teams to deliver a seamless and consistent service experience.
• Manage all client interactions in accordance with company service standards and compliance policies.
• Keep detailed records of all client communications, transactions, and service issues.
• Help identify recurring client issues and work with the team to improve processes and overall customer experience.
• Take the lead in onboarding new clients, making sure their initial experience is smooth and welcoming.
• Handle escalated or sensitive client concerns with professionalism and discretion.
• Monitor service trends and provide regular reports and insights to the management team.
• Support junior team members by sharing best practices and promoting a strong service culture.
• Perform other administrative and support tasks as needed.

Job Requirements :

Our Benefits