- Provide personalized relationship management and exceptional support to executive clients.
- Resolve incoming calls, emails, and assigned cases efficiently.
- Document all client interactions within the Salesforce casing system.
- Troubleshoot and manage technical support issues.
- Conduct research on inbound inquiries and perform necessary follow-up.
- Collaborate with internal departments to ensure a seamless client experience.
- Identify and communicate account risk to leadership.
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