Client Relationship Management – Acting as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring high levels of satisfaction. Operational Oversight – Managing day-to-day service operations, ensuring compliance with financial regulations, and optimizing workflows. Team Coordination – Leading service teams, training staff, and ensuring alignment with company goals. Process Improvement – Identifying inefficiencies and implementing strategies to enhance service delivery. Risk Management & Compliance – Ensuring adherence to financial laws, policies, and risk mitigation strategies. Technology & System Management – Overseeing digital tools used for client interactions and portfolio management. Reporting & Analysis – Preparing reports on service performance, client feedback, and operational improvements.