- Act as a liaison to premium retail, high-net-worth, and institutional clients.
- Conduct regular client meetings to review needs, goals, and satisfaction.
- Onboard and activate clients from an existing network and identify opportunities to expand services.
- Collaborate with regional leadership, Sales, and Marketing on client relationship and business development strategies.
- Negotiate contracts and agreements.
- Manage wide-scale service issues and trade-related problems, including trade and margin analysis, accounts, and funding processes.
- Develop strategic plans and analyze market trends and client feedback.
- Oversee delivery and implementation of client services and solutions, monitoring project progress and KPIs.
- Coordinate with technical operations, programming, and other internal departments to analyze and escalate issues.
- Maintain client records and prepare reports on client status, project progress, and business development.
Business DevelopmentClient relationship management