XTN-8C55455 | CLIENT ENGAGEMENT ASSOCIATE

About the Role

As a key member of the client engagement team, you will play a crucial role in fostering strong relationships with clients, understanding their needs, and delivering tailored solutions. Your proactive approach and ability to manage multiple priorities will be invaluable in this fast-paced environment. The company's commitment to exceptional client service means that every interaction, from onboarding to delivery, is an opportunity to build trust and loyalty.

The team you will be working with is dedicated to providing high-quality service, and your contribution will be essential in maintaining the company's high standards. You will have the opportunity to work with a variety of clients, each with their unique needs and challenges, making every day engaging and dynamic.

What You Will Do

• Coordinate onboarding processes for new clients, ensuring all necessary steps are completed efficiently and effectively.
• Attend internal meetings to stay updated on client activities, share insights, and align with team priorities.
• Record and maintain accurate client information in Salesforce, ensuring data integrity and compliance.
• Issue welcome packs and ensure RNS declarations are completed prior to publication.
• Distribute newly published research to clients and maintain records of dissemination.
• Schedule and document client review meetings, following up on action items to ensure timely resolution.
• Support Analysts with data preparation for Board Reports and InvestorTrack validation.
• Ensure client communication preferences and requirements are met, tailoring your approach to each client's unique needs.
• Track contract addendums and liaise with Accounts for documentation and payment schedules.
• Act as the first point of contact for inbound client queries, providing timely and professional responses.
• Collaborate with internal teams to align on client priorities and process improvements.

What We Are Looking For

• At least 6 months to 1 year of experience in a commercial business environment.
• Excellent organizational, written, and verbal communication skills.
• Ability to manage multiple priorities and work efficiently under pressure.
• Proficient in Microsoft Office, particularly Excel.
• Experience with Salesforce or similar CRM software is a significant plus.
• Bachelor’s degree preferred but not required.
• Highly organized, detail-oriented, and dependable.
• Clear communicator with strong interpersonal skills.
• Comfortable managing multiple priorities and deadlines.
• Proactive, adaptable, and team-oriented.

Nice to Have

• Previous experience in a client-facing role, preferably in a related industry.
• Familiarity with data analysis and preparation for reports.
• Knowledge of marketing principles and practices.
• Certification in Salesforce or a related field.

Benefits and Perks

• Competitive salary package.
• Opportunities for professional growth and development.
• Collaborative and dynamic work environment.
• Flexible working hours and remote work options.
• Access to cutting-edge technology and tools.
• Comprehensive health insurance package.
• Paid time off and holidays.
• Retirement savings plan.

• Ensure your resume and cover letter are tailored to highlight your client engagement and relationship-building skills, as well as your proficiency in Salesforce and Excel.
• Prepare examples of times when you had to manage multiple priorities and deadlines, and how you maintained a high level of service quality in those situations.
• Familiarize yourself with KMC Solutions Inc's services and values to understand how you can contribute to the company's mission.
• Practice answering behavioral questions that demonstrate your problem-solving skills, attention to detail, and ability to work under pressure.
• Consider creating a portfolio that showcases your experience with CRM software, data management, and client communication to stand out as a candidate.
• Be prepared to discuss your long-term career goals and how this role aligns with your aspirations.
• Research the company culture and be ready to ask insightful questions during the interview to show your interest in the position and the company.