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.