• Serve as the primary point of contact for new customers, facilitating a smooth onboarding experience from initial engagement to successful product or service adoption. • Engage with customers to understand their specific requirements, goals, and expectations during the onboarding process. • Guide and educate customers on the steps involved in onboarding, including account setup, system configuration, and product or service training. • Collaborate with cross-functional teams, such as sales, customer success, and technical support, to ensure a coordinated and cohesive onboarding process. • Provide comprehensive trainings onsite/online to customers regarding the usage of our products or services. • Address customer inquiries and troubleshoot issues promptly and effectively, escalating complex problems to the appropriate team members when necessary. • Maintain accurate and up-to-date records of customer interactions, progress, and feedback throughout the onboarding process. • Conduct post-onboarding follow-ups to ensure customer satisfaction, identify opportunities for improvement, and gather feedback. • Contribute to the development and improvement of onboarding processes, resources, and training materials.

• Interfaced and engaged with clients on a day-to-day basis.• Ensured all banking and financial requirements of the clients were serviced on time, resulting in the growth of the client portfolio and relationship with the bank.• Collaborated with other teams internationally to tackle any customer issues.• Worked closely with stakeholders in the Wealth and Trading department.• Obtained and processed information required for the provision of services, such as opening trading accounts and operating the accounts.• Answered queries and resolved problems or discrepancies concerning exchange rates of different currencies and forex transactions.• Attended to queries related to cryptocurrencies.• Maintained records of dividends and shares owned, ensuring that customers received correct dividends.• Actively assisted clients with the migration of accounts to the new EU entity.

• Served as the principal point of contact, effectively managing all employee inquiries related to leave, disability, and accommodations.• Spearheaded responsibility for all employee touchpoints, ensuring comprehensive resolution with a pronounced emphasis on delivering exceptional customer service.• Fostered a trusting rapport with customers by facilitating empathetic, personalized, and engaging conversations.• Fielded phone-based inquiries efficiently and meticulously documented all interactions in the shared service management system.• Fostered synergistic collaborations with various teams, ensuring alignment with process updates, swift resolution of cross-functional dilemmas, and providing strategic recommendations for process optimization.• Adroitly resolved a wide range of queries by leveraging detailed documentation and standard operating procedures, ensuring a seamless escalation process for complex issues beyond immediate resolution.