Client Retention Management Front End

Responsibilities

• Handle and coordinate client calls on routine concerns, ensuring smooth transitions, resolution, and escalation when needed.
• Manage client emails via the centralized repository, ensuring timely, accurate responses and proper documentation.
• Identify and follow up on AMLA requirements, track document status, and ensure client compliance through regular communication.
• Prepare, revise, and track MOAs, manage signing and notarization, and submit copies to clients and Audit Team.

Qualifications

• 25–32 years old
• With a pleasing personality; height is a plus
• Bachelor’s degree in Business, Marketing, Communications, or a related field
• Experience in client retention, customer service, or administrative roles
• Strong organizational skills and attention to detail
• Excellent communication and problem-solving abilities
• Proficient in CRM systems and Microsoft ...