Client Success Coordinator
12 hours ago
CBI is a leader in the due diligence industry, offering customized business intelligence solutions to top financial institutions, global CPA firms, and international corporations. Our clients trust us for our experience, expertise, and efficiency in delivering accurate, actionable intelligence. At CBI, our people are our greatest asset. We’re committed to fostering a safe, supportive environment where every team member can learn, grow, and achieve their best. Your Impact You will play a critical role in ensuring the smooth delivery of our due diligence projects and fostering exceptional client relationships. You will collaborate closely with internal operations teams and become a trusted partner to our clients, ensuring their needs are met throughout every phase of the project lifecycle. This is a fantastic opportunity for someone passionate about client service and due diligence to make a meaningful impact in a dynamic, growing organization. A Day of Your Life Provide Business-to-Business account servicing and sales support, ensuring that all client inquiries are addressed promptly and effectively. Act as a reliable contact point for clients, establishing and maintaining strong relationships while setting clear service standards to enhance client satisfaction. Prepare comprehensive quotations, engagement letters, and tailored sales materials that align with client needs and company offerings, ensuring accuracy and professionalism. Coordinate with internal departments to ensure seamless execution of sales services and timely delivery of products. Handle ad hoc assignments as required, demonstrating flexibility and a proactive approach to meeting business needs. What you will need to succeed Bachelor’s degree in Business Administration, Finance, or a related discipline. At least 2 years of experience in the commercial sector or a similar client support role, demonstrating a deep understanding of client service processes. Outstanding organizational and time management skills, with the ability to juggle multiple projects simultaneously. Strong analytical and critical thinking abilities—comfortable interpreting complex data and drawing insightful conclusions. Excellent communication and interpersonal skills, adept at building rapport with clients and collaborating with internal teams. Proficiency in Microsoft Office Suite and other relevant business software. Proactive, resourceful, and committed to delivering exceptional results. High level of integrity, with the ability to handle confidential information discreetly. Work Location: Wanchai If you want to take this challenge, you are welcome to join us by clicking APPLY NOW below. CBI is committed to a policy of non-discrimination and to promoting equality, diversity, and opportunity in employment. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce. #J-18808-Ljbffr
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Client Success Manager
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Client Success Manager
5 days ago
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Client Experience
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