Analyze client behavior and trading patterns to develop strategies to retain clients
Maintain strong relationships with an assigned portfolio of clients in Brazil
Provide clients with platform guidance, account updates, and general product information
Reactivate inactive clients by delivering information on services, tools, and educational resources
Ensure all communications are accurate, transparent, fair, and compliant
Document client interactions accurately in the CRM system
Escalate client complaints or issues following internal and regulatory procedures
Monitor key client retention metrics and contribute to strategies to reduce churn
