Client Engagement Specialist
3 days ago
**About us**:
EDHEC is looking for a mid-senior executive to join a team working on private investments with the mission to engage the investment community worldwide and increase the impact of EDHEC research amongst market participants and their relationship with EDHEC.
**Objectives**
- Supporting the Director of Investor Outreach in ensuring high levels of client satisfaction and success in day-to-day operations
- Conduct regular account management responsibilities. Responding to client queries in a timely manner, broadening use case at each client account to ensure longevity and retention
- Work closely with the client services team in actively monitoring each account, especially those clients at risk, formulating and seeing through strategies to mitigate account terminations or client dissatisfaction
- Assisting the Engagement team in running thematic content engagement campaigns (virtual roundtables, webinars, workshops) aimed at valorising the data and research of EDHECinfra & Private Assets that drives the incubation of new leads that support the Business Development Team
- Assist in managing disparate groups of stakeholders: Advisory Board, TICCS Review Committee, investor associations, strategic partners etc.
- Organising and animating the industry-wide awareness and engagement of investors in private assets around EDHEC data standards and taxonomies including TICCS (the infrastructure sector standard) and ESG data and reporting standards. This includes the ongoing maintenance of EDHEC data standards and taxonomies through the organisation of regular market consultations and of the governance of these standards (Review Committees, etc).
- Promoting the EDHEC data standards through regular marketing campaigns, public speaking, participation in investors fora and associations and discussions with regulators and policy making bodies.
**Requirements**:
- At least 5-7 years of experience in the finance industry either in an account management or market research role
- Subject matter knowledge within the overall finance or alternative assets sector
- Experience producing written reports for wide public use and running advocacy campaigns around such reports including engaging with public policy and regulatory bodies.
- Experience in relationship-building, value proposition, engaging with industry stakeholders in a meaningful and goal-oriented way in order to meet business objectives
- Excellent Microsoft Excel and PowerPoint skills
- Experience with SalesForce preferable
**Competencies**
- A self-starter, able to work independently and within a team
- A confident and strong communicator, able to conduct high-level conversations/engagements with senior industry stakeholders. Public speaking experience preferred but not compulsory
- The ability to demonstrate flexibility, adaptability to different workflows and processes
- Responsiveness and work efficiency - the ability to deliver on time to deadlines
- Operational efficiency - the ability and drive to manage disparate workflos
- Project management - the ability to plan and manage complexity, running several projects at the same time & see it to fruition
The legal right to live and work within the United Kingdom.
Attractive salary and bonus, healthcare and pension plan coverage.
**Job Types**: Full-time, Permanent
**Salary**: £2.00-£6.00 per year
**Benefits**:
- Additional leave
- Company pension
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Work Location: In person
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