Serve as the primary service escalation for a portfolio of high-value clients, ensuring proactive, responsive, and solution-oriented service. Develop an execute client retention strategies that strengthen relationships, build loyalty, and expand engagement opportunities. Monitor and assess client health through regular reviews, metrics and feedback loops, identifying potential risks and implementing preventative actions. Collaborate with internal stakeholders across Platforms including Operations, Product, Risk, and Legal to deliver seamless client service and resolve complex issues. Collaborate with Client Coverage Sales and Relationship Management to drive service success and enable future commercial opportunities. Advocate for clients internally, ensuring their voice is heard in product development, service enhancements, and process improvements. Uphold the highest standards of governance, risk management, and compliance in every client interaction. 10+ years of client service or relationship management experience in the Corporate Trust or related financial services industry. Proven track record of client retention and satisfaction, with a strong focus on long-term relationship building. Exceptional communication, negotiation, and problem-solving skills. Strategic mindset with the ability to analyze client health metrics and translate insights into action. Deep understanding of Corporate Trust products, market dynamics, and operational processes. Client-obsessed mindset with a passion for delivering service excellence and unreasonable hospitality. Client Advocacy Relationship Management and/or Service Management Problem Resolution Strategic Planning Risk & Compliance Awareness Cross-Functional Collaboration
