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Client Experience Associate

2 months ago

Salt Lake City, United States Harmonious Capital Administration Full time
Job DescriptionJob DescriptionSalary:

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.