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Client Services Associate, Financial Services
3 months ago
Client Services Associate
London, UK
This is a Hybrid position with expectations for the candidate to be in the office 3x/week.
About the Role
In this role, you will report to the Head of Client Services, and will be responsible for supporting the BCA client base across EMEA. Client Services Associates support all client related business activities. Your job purpose is to execute processes and value-added solutions to address customer needs. You will work in partnership with the Sales team, Research, Product, Finance and other groups.
What will you do?
- Reach out to clients with low engagement scores on a regular basis, offering support and assistance.
- Understand their specific needs and challenges to tailor solutions accordingly
- Develop and maintain strong relationships with clients within the assigned book of business.
- Act as the primary point of contact for client inquiries, and requests
- Manage the renewal process for existing clients. Prepare renewal proposals, and negotiate contract terms to ensure timely renewals and retention of clients
- Identify upsell potentials, to foster growth on accounts
- Support the Sales team in day-to-day activities with the existing client base, including prospecting for new opportunities and supporting existing relationships
- Onboard new users, guiding them through the setup process and ensuring they have a seamless experience getting started with BCA products
- Maintain and update client information using Salesforce, including creating new users, changing entitlements, generating reports, and updating contact information
- Host, organise, and schedule client meetings and calls
You have
- a Bachelor's degree, preferably in business or economics with 2+ years of experience in a client/customer service or similar role.
- an understanding and interest in global macro-economics
- spoken and written English
- knowedge of another language is a plus
BCA ( is the leading independent provider of global investment research. Since 1949, BCA's mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies, as well as educating, informing and stimulating discussion through clear and thought-provoking research. The firm maintains a head office in Montreal, with offices across the globe.
BCA Research provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
