Manage, organize, and maintain accurate client and account data across company systems.
Oversee day-to-day account administration, including documentation, reporting, and compliance requirements.
Serve as a primary point of contact for client inquiries, providing timely support and solutions.
Collaborate with internal teams to ensure client needs are met and data is up to date.
Monitor client accounts to identify trends, issues, or opportunities for improvement.
Support process improvements related to data accuracy, reporting, and client communication.
Ensure confidentiality and security of client and company data.
