Client Relationship Specialist

Client Retention SpecialistThis role involves working with a portfolio of clients to build strong, long-term relationships. The ideal candidate will have experience in client retention, account management or sales-focused roles, preferably within the financial services sector.The ability to manage and develop client relationships is essential for this...

Lead Conversion and Client Retention SpecialistWe are seeking highly motivated professionals to fill the role of Lead Conversion and Client Retention Specialists. This position requires individuals who can effectively communicate with potential clients, understand their needs, and provide tailored solutions to convert inquiries into sales.The ideal candidate...

Sales Retention SpecialistPosition: Sales Retention Agent (Portuguese)Location: Limassol, CyprusEmployment type: Full-timeCompensation: Base salary + commissions.Duties and Responsibilities:Promote the company's products and services to achieve revenue growthFoster and maintain relationships with existing clients to ensure long-term partnershipsConvert...

Job Title: Customer Success Specialist">Deliver exceptional customer experiences through live support and handle client inquiries via chats and emails in multiple languages.Provide assistance with account openings, amendments, and record-keeping, ensuring accurate and up-to-date client information.Exhibit outstanding telephone etiquette and management skills...

Job Description:We are seeking an experienced Retention Agent to join our team. The successful candidate will be responsible for managing and developing a portfolio of clients, building and maintaining strong client relationships, and improving client retention.Key Responsibilities:Manage and develop a portfolio of clients assigned at the initial stage of...

Job DescriptionWe are seeking an experienced Senior Relationship Manager to join our team and provide exceptional corporate services to our clients. As a key member of our Client Services Team, you will be responsible for building and maintaining strong relationships with clients, settlors, beneficiaries, and their advisors.Your duties will include:Acting as...

Job Title: Customer Success OfficerThe role of a customer success officer is multifaceted and requires a high level of skill and expertise. As a key member of the team, you will be responsible for assisting customers with complaints and questions, providing them with information about products and services, taking orders, and processing returns.Customer...

Job Title: LATAM Retention SpecialistWe are seeking a highly motivated and skilled Retention Specialist to join our team. The successful candidate will be responsible for ensuring customer satisfaction and retention in the LATAM market.Responsibilities:Respond to Customer Inquiries: Respond promptly and professionally to customer requests, resolving any...

Client Onboarding StrategistThis is a key role within the business, responsible for driving initiatives that enhance the overall client onboarding experience.The successful candidate will develop and execute strategies to streamline the client onboarding process, ensuring a smooth and efficient experience for new users. This includes optimising the user...

Client Relationship Manager Job SummaryJob Description:Act as primary contact with clients who have structures administered and managed by the company.Build and maintain relationships with clients, settlors, beneficiaries, and their advisors.Handle administrative tasks related to trusts and corporate structures, including opening bank accounts and drafting...