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Account Engagement Coordinator

1 week ago

Hong Kong Island, Hong Kong SAR China Third Bridge Group Limited Full time

Join Our Team: Third Bridge Group Limited is a leading provider of integrated solutions for the world's top investors and business leaders. We are seeking an experienced Account Associate to join our team and drive engagement with clients across our Connections and Forum offerings.

Your Key Responsibilities:

  • Client Relationship Building: Proactively contact investment professionals and/or consultants within our client base to build rapport and credibility.
  • Territory Planning: Work closely with Account Managers to execute territory and account plans to achieve strategic goals.
  • Training and Support: Offer training and demo sessions on how to use our services to support clients.
  • Data Management: Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems.
  • Awareness of Client Processes: Develop an awareness of client buying processes and our sales and renewal processes to support revenue generation.
  • Collaboration: Collaborate with internal stakeholders to ensure client requests are executed quickly and effectively.