Purpose of the position

The Client Relationship Officer role combines client relationship management with specialized onboarding and regulatory compliance.

This position is key to delivering exceptional client experience, acting as the main point of contact for operational and service matters across institutional clients and consultants.

Key Responsibilities Of The Position

• Client Service and Relationship Management
  • Acting as the primary contact for all operational and service-related client requests and queries;
  • Building and maintaining trusted relationships with clients by delivering on commitments;
  • Proactively identifying client needs and expectations, using feedback and service insights to recommend and implement improvements that enhance the overall client experience; and
  • Escalating critical client feedback to manager for immediate resolution.
• Case Management System
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