<h3 class="uui-heading-subheading">Client Onboarding</h3><div class="jtbd-card"><div class="jtbd-card-single">Conducting initial client consultations to gather requirements.</div><div class="jtbd-card-single">Preparing and sending engagement letters and contracts.</div><div class="jtbd-card-single">Creating detailed onboarding checklists and timelines.</div><div class="jtbd-card-single">Establishing client communication protocols and points of contact.</div></div><h3 class="uui-heading-subheading">Account Management</h3><div class="jtbd-card"><div class="jtbd-card-single">Regularly reviewing client accounts for compliance and performance.</div><div class="jtbd-card-single">Conducting quarterly business reviews with key stakeholders.</div><div class="jtbd-card-single">Tracking client KPIs and preparing analysis reports.</div><div class="jtbd-card-single">Addressing client concerns and resolving service-related issues.</div></div><h3 class="uui-heading-subheading">Service Delivery</h3><div class="jtbd-card"><div class="jtbd-card-single">Coordinating the delivery of corporate services per client requirements.</div><div class="jtbd-card-single">Implementing service enhancements based on client feedback.</div><div class="jtbd-card-single">Training clients on service functionalities and features.</div><div class="jtbd-card-single">Ensuring timely compliance with regulatory and contractual obligations.</div></div><h3 class="uui-heading-subheading">Strategic Development</h3><div class="jtbd-card"><div class="jtbd-card-single">Identifying upsell opportunities based on client needs analysis.</div><div class="jtbd-card-single">Developing customized service proposals for prospective clients.</div><div class="jtbd-card-single">Formulating relationship strategies to enhance client retention.</div><div class="jtbd-card-single">Collaborating on market research to inform service offerings.</div></div>