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.
