Client Success Specialist

3 days ago


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

Our Mission: At Third Bridge Group Limited, we strive to provide innovative solutions that help our clients make smarter and faster decisions.

Job Overview: As an Account Associate, you will be responsible for building and maintaining relationships with our clients, driving engagement and growth across our Connections and Forum offerings.

Your Key Responsibilities:

  • Building Relationships: Proactively contact investment professionals and/or consultants within our client base to build rapport and credibility.
  • Driving Engagement: Identify opportunities to drive engagement and growth across our offerings, working closely with Account Managers to execute territory and account plans.
  • Understanding Client Needs: Maintain constant dialogue with clients to understand their research processes and gather feedback on our services.
  • Providing 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.


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