Rodney Somes

Management of a portfolio of clients servicing their registry needs.

• Primary relationship within clients are Company Secretary and senior executives.
• Identify and pursue new opportunities within the existing client portfolio.
• Cross-sell and up-sell of intercompany services.
• Manage client contract status, profitability and initiate service/transaction proposals.
• Developed targeted strategies to attract new customers and enhance the retention of existing business.
• Conducted regular client account reviews and client satisfaction engagement.
• Monthly client invoicing and financial accountability.
• Demonstrate and lead training sessions for both clients and internal teams.
• Participate in networking events and industry conferences to broaden your client base and industry contacts.

• Account management across multiple clients.
• Sales, proposals, and customer relationships.
• Major client management.
• Customer training.
• Corporate sales specialist.
• Sales reporting and budgeting.
• Client contractual management.

• Payroll
• Finance and bank reconciliations.
• Accounts Payable.
• Cash Flow Statements
• Statutory and legal documentation.

• Client taxation and accounting preparation
• Financial accounts for Individuals, Trusts and Companies

• Client taxation and statutory reporting

• Audit and Accounting services.
• Preparation of financial statements and client liaisons.