Client Relationship Associate

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey.

• This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction
• The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships

Key Responsibilities :

• Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support
• Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution
• Client Onboarding : Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of products or services
• Collaborate with internal teams to gather necessary information and resources for client onboarding
• Needs Assessment : Conduct needs assessments to understand clients' goals, challenges, and requirements
• Identify opportunities to upsell or cross-sell products and services that align with client needs
• Communication : Communicate effectively with clients through various channels, including phone, email, and in-person meetings
• Provide regular updates on product enhancements, promotions, and relevant industry news
• Issue Resolution : Address client issues and concerns promptly, working closely with internal teams to find solutions
• Ensure a high level of client satisfaction by providing timely and effective problem resolution
• Client Feedback : Gather feedback from clients regarding their experiences and satisfaction with products or services
• Use feedback to improve processes and enhance the overall client experience
• Cross-Functional Collaboration : Collaborate with sales, marketing, and product teams to relay client feedback and contribute to continuous improvement
• Work closely with internal stakeholders to coordinate client-related initiatives
• Client Retention : Implement strategies to retain existing clients and prevent churn
• Proactively reach out to clients to understand evolving needs and recommend suitable solutions
• Documentation : Maintain accurate and up-to-date records of client interactions, communications, and service-related activities
• Prepare reports on client engagement and satisfaction as needed