• Enhanced the Customers’ relationship by doing follow-ups, trainings and resolving ongoing day by day doubts.• Reviewed and communicated proposals, cost estimates and ensure a successful on-boarding and set up of new customers.• Collaborated with colleagues and peers on the Compliance, Sales, Marketing and IT Development teams to improve the overall customer experience and satisfaction.• Developed and tested unique business strategies and concepts to build strong relationships with customers and company stakeholders; such as quarterly in person trainings and system presentations.• Performed yearly surveys to all data base active clients identifying potential clients on risk.