Become a Client Success Associate at BCA Research in Montreal, engaging with clients across North America through a hybrid work model. This full-time role focuses on executing value-added solutions.
Reporting to the Head of Client Success, you will manage a diverse range of client interactions, ensuring their needs are met efficiently. Your responsibilities include maintaining client records in Salesforce, monitoring service levels, and facilitating communication with various departments to enhance client support and satisfaction.
Key Responsibilities:
• Ensure timely responses to client inquiries
• Update and maintain accurate client data
• Guide new clients in using BCA services
• Report client engagement and service quality
• Coordinate with other teams for enhanced service
Requirements:
• Undergraduate degree in finance, math, or economics
• 1-2 years experience with institutional clients
• Customer service and operations experience
• Understandi...