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Duties and Responsibilities
• Maintain active status of all assigned clients.
• Promote account-strength maintenance via account balance replenishment.
• Upsell the company offers and services.
• Ensure the adherence of the clients to compliance and other regulatory requirements in relation to their account activities.
• Coordinate with other departments regarding any actions taken by the assigned clients to maintain good account management.
• Work that may be assigned from time to time
• Maintain active status of all assigned clients.
• Promote account-strength maintenance via account balance replenishment.
• Upsell the company offers and services.
• Ensure the adherence of the clients to compliance and other regulatory requirements in relation to their account activities.
• Coordinate with other departments regarding any actions taken by the assigned clients to maintain good account management.
• Work that may be assigned from time to time
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