>Increased client base by identifying new business opportunities and cultivating strong relationships with key decision-makers.>Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.>Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.>Generated new business with marketing initiatives and strategic plans.

>Prepare tax research memos and tax advisory reports. Assist clients on GOAML and Compliance related requirements. Offering customized Auditing solutions.>Establish, maintain and strengthen internal and external relationships with clients to deliver the highest delivery standards on a timely basis.>Responsible for the day-to-day supervision of client engagements, monitor progress and deliverables, anticipate and identify risks, escalate issues as appropriate and drive performance-improvement solutions.>Support the team in marketing and business development initiatives to grow the client base.

>As a Transaction Processing Specialist in the wholesale and Corporate Investment group, I was responsible for ensuring that all aspects of transaction management for clients and clearinghouses is completed on time and exceptions and client inquiries are resolved>Managed risk effectively by identifying potential fraudulent activities and escalating concerns as necessary.>Safeguarded sensitive information by adhering to strict confidentiality protocols in all transactions.>Increased team efficiency, assisting colleagues in resolving complex transaction issues.

>Enhanced customer satisfaction by addressing and resolving concerns in a timely manner.>Coordinated client events to showcase products and services, fostering strong community connections and driving brand awareness.>Actively participated in industry events and conferences to stay informed of the latest trends and innovations, helping the company maintain a competitive edge.>Collaborated with cross-functional teams to ensure seamless service delivery, leading to high levels of customer retention.

>Serve as the first point of contact for customers(USA region) with complaints or questions concerning the company's technological products/services and billing issues via phone calls, emails, and web chat >Effectively liaise with the various departments to resolve customer issues.