Sr. Prime Account Manager & Lead
Current- Leading a lean and independent team to ensure smooth operations and exceptional client service.
- Delivering seamless white-glove services to high-net worth (HNW) clients, ensuring client satisfaction and loyalty.
- Onboarding HNW customers to enhance their experience and engagement.
- Conducting impactful video calls with HNW clients to establish trust and drive increased volume and activity on the platform.
- Ensuring smooth and secure transactions by liaising with Payments.
- Working closely with Compliance to review documents for enhanced due diligence of HNW individuals.