• Execute customized success plans to ensure achievement of business objectives • Act as a liaison between all stakeholders to convey information, provide clarity, and ensure that certain tasks are completed in an accurate, timely manner • Maintain records of client interactions, account information, and documents in appropriate systems (such as a master client log) • Provide prompt and friendly service to all external and internal clients • Work closely with partners, management, and individual team members to develop or improve process documentation that supports client satisfaction and excellence • Handle inquiries, listens to feedback, provides appropriate information and progress reports, and follows up to ensure resolution • Identify opportunities to improve service, work processes, and efficiencies • Actively support teamwork throughout the department and the firm • Lead and coordinate the client onboarding experience in collaboration with the VCFO team