Client Experience Associate
Job Description
Job Description
Salary :
Harmonious Capital Administration, a leading private market investing technology company, is currently seeking a detail-oriented and client-focused Client Experience Associate to join our dynamic team.
As an Client Experience Associate, you will play a pivotal role in nurturing and maintaining relationships with our valued clients, ensuring their needs are met with excellence.
This role demands exceptional organizational skills, superb communication abilities, and a knack for thriving in a fast-paced environment.
Responsibilities :
Client Relationship :
- Serve as the primary point of contact for assigned client accounts, building strong and lasting relationships.
- Understand clients' needs and objectives to effectively tailor solutions and services to meet their requirements.
- Proactively engage with clients to provide updates, gather feedback, and address any concerns in a timely manner.
- Act as an advocate for clients within the organization, ensuring their voices are heard and their needs are prioritized.
Account Administration and Coordination :
- Manage and oversee client accounts, including the onboarding of new clients and the maintenance of accurate account information.
- Coordinate and prioritize client requests, ensuring prompt and accurate delivery of services.
- Prepare and deliver client reports, meeting agendas, and other relevant documents as needed.
- Maintain meticulous records and documentation related to client accounts.
Cross-Functional Collaboration :
- Collaborate closely with internal teams, including sales, marketing, and product development, to address client needs and inquiries.
- Facilitate effective communication between internal teams and clients to ensure alignment and seamless workflow.
- Provide timely and accurate responses to client inquiries, requests, and issues.
- Identify opportunities for cross-selling or upselling additional services to clients based on their needs and objectives.
Client Satisfaction and Retention :
- Monitor client satisfaction levels and identify areas for improvement or opportunities to exceed expectations.
- Touch base with clients on a regular basis.
- Address and resolve client issues or concerns in collaboration with internal teams, escalating when necessary.
- Proactively identify opportunities to enhance the client experience and increase client retention through value-added services and proactive support.
Market Research and Industry Awareness :
- Stay informed about industry trends, market developments, and competitors' activities within the private market investing space.
- Conduct market research and gather intelligence to support account management efforts and stay ahead of the curve.
- Provide insights and feedback to the account management team to improve service offerings and client engagement strategies.
Qualifications :
- Bachelor's degree in Business Administration, Marketing, or a related field (or equivalent practical experience).
- Previous experience in an account management, client services, or customer support role is preferred.
- Strong organizational skills and attention to detail, with the ability to manage multiple client accounts simultaneously.
- Excellent communication and interpersonal skills, both written and verbal.
- Client-focused mindset with a passion for building and maintaining strong client relationships.
- Proficiency in using CRM systems (Hubspot, Slack) or account management software is a plus.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Proactive problem-solving skills and a collaborative team player.
Join Harmonious Capital Administration as an Client Experience Associate and be instrumental in nurturing client relationships and ensuring exceptional client experiences.
With your organizational skills and client-centric approach, you'll contribute to our client retention efforts and help drive the success of our business.