· Built and maintained strong relationships with clients by delivering personalized service, addressing inquiries, and resolving issues to ensure a high level of customer loyalty and retention​· Maintained accurate and up-to-date records of sales activities, customer interactions, and pipeline status, generating regular reports for management review and strategic planning

· Assisted clients with account-related queries, including account setup, transactions, and balances, ensuring accurate and efficient service​· Effectively handled and resolved complex customer issues by employing problem-solving skills and providing timely solutions.​· Collected and documented customer feedback to identify trends and areas for improvement, contributing to process enhancements and increased service qualityg, and overseeing archiving logistics

· Provided comprehensive administrative support, including managing schedules, organizing files, and handling correspondence​· Accurately entered and updated data into databases and spreadsheets, ensuring the integrity and accuracy of information and contributing to improved data management​· Maintained accurate financial records by performing routine bookkeeping tasks such as recording transactions, reconciling bank statements, and managing accounts payable/receivable