Client Engagement Associate Job at Beacon Hill (Conshohocken)

Client Engagement Associate

The Client Engagement Associate supports a wide range of operational and client‑...

Location

United States , Conshohocken

Salary:

70000.00 - 80000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution with a strong academic record
3+ years of experience in financial services, asset management, or a related professional services environment preferred (or an equivalent combination of education and experience)
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint
Demonstrated ability to manage multiple priorities in a deadline‑driven environment with a high degree of accuracy
Strong organizational skills and exceptional attention to detail
Ability to work collaboratively in a dynamic, team‑oriented environment
Excellent written and verbal communication skills
Positive, proactive attitude with a willingness to take on new challenges and responsibilities

Job Responsibility

Serve as a first point of contact for client inquiries and requests via email and phone, providing timely responses and escalating issues as appropriate
Coordinate with external service providers and administrators on routine client reporting, including account statements, transaction confirmations, capital activity, and tax documentation
Support the preparation and logistics of client meetings, including scheduling and development of presentation materials
Maintain and update client records and documentation in CRM systems and secure client portals
Assist with client communications initiatives, including webinars, events, and the distribution of targeted and broad‑based communications
Support the client onboarding process, including documentation collection, system setup, and monitoring of initial funding or asset transfers to completion
Review and process client transaction requests (e.g., subscriptions, redemptions, transfers) in accordance with internal procedures and compliance requirements
Respond to client analytics and ad‑hoc information requests, coordinating with internal teams as needed to ensure accurate and timely delivery
Help develop and maintain standardized templates, workflows, and reference materials to improve efficiency and consistency in client service delivery

Fulltime

Sr Associate IS Bus Sys Analyst - Training, Communication and Client Engagement (Veeva Vault)

As an IS Bus Sys Analyst, you will act as a critical link between business stake...

Location

India , Hyderabad

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Master’s degree and 3-5 years of Computer Science, IT, Communications, Lifesciences, or related field experience
Bachelor’s degree and 5-7 years of Computer Science, IT, Communications, Lifesciences, or related field experience
Solid experience in client engagement, training and communications, preferably in the pharmaceutical or biotech industry
Hands-on Experience with Veeva Vault Platform and Products, Veeva Reports and Veeva configuration settings & custom builds
Ability to translate technical concepts into clear, user-friendly training and documentation
Strong communication & stakeholder management skills, with the ability to present insights clearly to leadership
Willing and able to work during evening or night shifts, as required based on business requirements

Job Responsibility

Be accountable for standard feature adoption tracking across the Veeva Vault Product Teams
Work with the analytics team to build interactive dashboards and infographics to highlight realized business value
Perform accurate cost-benefit analysis
Conduct ‘Feature Adoption Huddles’ with the functional Product Teams and hold ‘Release Webinars’
Run demand intake boards, perform change impact assessments and conduct change impact workshops
Prepare communication templates for the Enterprise Veeva stakeholders
Craft user-friendly content such as newsletters, FAQs, announcements, and release notes
Act as a liaison between system support and business units
Stay up to date on Veeva Vault features, new releases and best practices
Conduct periodic audits of the various adoption metrics

What we offer

Reasonable accommodation for individuals with disabilities

New

Associate Client Manager (Advanced English)

Location

Brazil , Anytown (DT)

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Advanced English
Entry level experience working as part of a sales team in a fast-paced environment
Entry level experience in a sales environment and/or customer service role
Entry level experience in the IT or professional services industry with a focus on business development and/or sales
Some experience working with Salesforce.com contact platform
Relevant experience gained in an inside sales / tele sales environment is advantageous
Some experience in working for/in/with Japanese companies would be advantageous

Job Responsibility

Develops open and effective channels of communication in with each client within the assigned account to expand all solutions
Supports the Client Management team in managing and growing relationships to drive expansion and renewals across all solutions within assigned accounts in the foundational segment
Assists with minimizing churn and maximizing retention as well as learning how to uncover opportunistic HVS opportunities
Under supervision, assists with driving client satisfaction throughout the entire lifecycle of the clients’ buying process, by assisting with the commercial agreement for each client
Under direct guidance, engages with clients to address concerns and develops ability to provide recommends possible solutions that can be delivered by the organization
Develops the ability to generate demand by assisting with the identification of client current needs and engages clients through digital marketing channels
Learns how to build enduring relationships and develops an understanding of the client industry, business environment and strategy to identify current and future opportunities for the company
Effectively articulates how the company can add value through our services and solutions, with a focus on HVS offerings
Under supervision, influences and works closely with vendors to achieve required results
Uses company's sales tools and methodology to effectively manage territory, accounts, opportunities, pipelines and forecast

What we offer

Vaga Hibrida
Contratação modelo CLT
Seu equipamento de trabalho
Vale-transporte
Vale-refeição/alimentação
Auxílio home-office
Plano de saúde e odontológico para você e sua família
Seguro de vida em grupo
Participação nos Lucros e Resultados (PLR) anual
Convênio farmácia

Fulltime

Senior Associate Client Manager

As a Senior Associate Client Manager at NTT DATA, you will be the go-to expert f...

Location

Singapore , Singapore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Strong sales business acumen, focusing on planning and leveraging tools and DATA to meet business requirements
In-depth knowledge of NTT DATA's offerings, client applications, use cases, and market trends
Proficiency in sales pursuit, including identifying and advancing opportunities with prospects and clients
Experience with business-to-business and business-to-consumer sales techniques
Experience working with the Salesforce.com contact platform
Moderate-level experience in a sales team, customer service role, or business development and/or sales in the IT or professional services industry
Excellent client engagement and management skills, with a detailed understanding of client needs and effective sales planning
Ability to negotiate with clients and vendors/partners effectively
Bachelor's degree or equivalent in business or a sales-related field

Job Responsibility

Manage and nurture relationships within assigned client accounts
Drive expansion and renewals across all solutions within accounts
Minimize churn and maximize retention by uncovering growth opportunities
Take ownership of commercial agreements for each client
Drive client satisfaction and address concerns by recommending feasible solutions
Generate demand by identifying client needs and engaging them through digital marketing channels
Build strong, enduring relationships with clients
Develop open and effective communication channels with clients
Achieve performance targets, encourage revenue growth, and ensure adherence to governance and compliance policies

Fulltime

Associate Client Manager

As an Associate Client Manager at NTT DATA, your role will center on building an...

Location

Kenya , Nairobi

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's Degree / College certification from an accredited institution
Minimum of 2 years’ experience in client management within the IT sector
Proficiency in Microsoft Office applications
Experience in CRM reporting and management

Job Responsibility

Deliver on metrics outlined in the quarterly accountability matrix as defined by the Sales Execution Framework
Build and maintain productive, professional relationships with key stakeholders in assigned accounts
Coordinate involvement of internal teams—including support, service, and management—to meet account objectives and client expectations
Achieve assigned targets for profitable sales volume and strategic objectives within designated accounts
Lead joint strategic account planning to define mutual performance objectives, financial targets, and critical milestones for one- and three-year periods
Continuously assess, clarify, and validate client needs to ensure alignment with solutions offered
Drive solution development efforts by engaging relevant internal resources to address client requirements effectively
Maintain high levels of customer satisfaction in line with company standards
Complete all required training and development objectives within stipulated timelines
Facilitate executive-level engagement and sponsorship within assigned accounts

Fulltime

Client Engagement & Regulatory Governance Manager

Join us as a Client Engagement & Regulatory Governance Manager at Barclays where...

Location

India , Pune

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Managing a large and complex portfolio of regulatory engagements and client assurance activities across regions and stakeholders
Operating within defined quality assurance and approval frameworks to deliver consistent, accurate, evidence-based, and audit-ready outputs
Strong working knowledge of cyber security, with the ability to translate complex technical content into clear, non-technical, client- and regulator-appropriate outputs
Using collaboration and reporting platforms such as SharePoint and MI dashboards to generate insights, support decision-making, and highlight emerging risks
Supporting audit activities and remediation tracking to ensure timely closure of findings
Identifying, escalating, and managing risks associated with regulatory and client engagement delivery
Operating effectively in a global environment, managing multiple priorities and timelines simultaneously
Experience within financial services or a similarly regulated industry
Familiarity with regulatory, operational, and enterprise risk frameworks
Strong stakeholder management skills across cyber, technology, legal, compliance, and senior leadership teams

Job Responsibility

Support the delivery and governance of a global portfolio of client and regulatory engagement activities
Ensure that regulatory submissions and client assurances are delivered in a controlled, consistent, and audit-ready manner
Translate complex cyber security inputs into clear, regulator- and client-appropriate outputs
Work across global teams to drive governance excellence, enhance quality assurance, and strengthen readiness for external scrutiny
Ensure alignment with Barclays’ risk and control frameworks

What we offer

Competitive holiday allowance
Life assurance
Private medical care
Pension contribution

Fulltime

Associate - Client Solutions Evening/Night Shift

GLG is the leading insights network, connecting our clients to the largest globa...

Location

India , Mumbai

Salary:

Not provided

GLG

Expiration Date

Until further notice

Requirements

Postgraduate / Graduate degree from a top-tier university
Has 1-3 years of work experience, ideally in B2B client servicing and business development roles.
Excellent communication and interaction skills, including demonstrated oral, written and presentation abilities in a business-focused setting using a variety of communication channels (telephone, e-mail, in-person, etc)
General understanding, awareness and interest in corporate, consulting, and financial markets.
Demonstrated entrepreneurial/leadership skills.
Experience interacting with senior executives
Ability to work effectively independently and/or collaboratively in a team
Ability to multi-task and prioritize effectively, while ensuring a high level of accuracy and attention to detail
Demonstrate the ability and initiative to handle increasing responsibility over time
Willingness to work flexible and extended hours basis business needs and client requirements

Job Responsibility

Learning GLG’s business processes and assisting with high-level project execution by identifying and engaging with top-tier professionals capable of providing valuable industry insights
Expand GLG’s expert network by identifying and recruiting new professionals through strategic lead generation and outreach via phone, email, and other channels.
Scheduling and confirming critical calls and meetings between GLG’s clients and Network Members, including scheduling all calls with your new recruits.
Learning and upholding our compliance policies and procedures to protect the integrity of client engagements.
Manage and grow client accounts by developing a strong understanding of their evolving priorities, ensuring seamless project execution, and identifying opportunities to strengthen relationships and expand business.
Building your understanding of client strategies, industry verticals, and value chains to effectively source and vet the most relevant experts for client projects
Coordinate and confirm key interactions between clients and GLG Network Members, ensuring timely and seamless communication.
Proactively engaging with GLG’s Network Members to assess their expertise and gauge their fit-on client projects.
Excel in a dynamic work environment, efficiently managing multiple projects simultaneously.
Develop a working knowledge of various industries to improve project and product service quality

Fulltime

Senior Associate, Client Solutions (Corporate)

Gerson Lehrman Group is seeking a Senior Associate to support clients of the Cor...

Location

Singapore , Singapore

Salary:

Not provided

GLG

Expiration Date

Until further notice

Requirements

Bachelor's degree, or above
Excellent communication skills and fluency in English, and in Mandarin is a plus as this role will liaise with counterparts from Greater China
2 to 4 years of work experience in client-facing, partnerships, account management roles in relevant industries such as business/information services, market research, consultancies, and recruitment services, etc., plus significant ongoing curiosity about trends and personalities in the project-related sector
Familiar with pain points and research solutions for life science or healthcare sectors would be a positive
Prior experience with direct client communication and some level of ownership of client relationships
Committed to delivering results and a growth mindset
Demonstrated performance and business judgment, in some or all of the following areas: Sales, negotiation, or networking with high-end professionals
and/or Business development, corporate development, product development, Product and project management
Ability to identify best match/solution of requests/questions and to handle increasing responsibility over time
Successful track record working in a team environment

Job Responsibility

Facilitating educational interactions between GLG Council Members and our clients, enable our clients to make more informed and confident decisions. The Manager is tasked with building client relationships, understanding their business model and identifying the best fit GLG solutions for the client. GLG solutions consist of telephone consultations but also may consist of surveys, in person meetings, written reports, in-depth engagements. Clients would be primarily leading professionals from corporates of different sizes across APAC
Interaction with GLG's experts to understand their capabilities and knowledge on specific client requests
Working towards growing GLG client relationships. The Senior Associate will be working towards gaining responsibility of developing relationships with GLG clients, who are primarily leading professionals from corporates of different sizes across APAC through calls, in-person meetings and quality of project execution.
This relationship development will come with accountability to ownership to grow a book of business comprised of several client accounts, with a focus on establishing and building rapport with users and increasing utilisation of GLG's offerings
Team-wide collaboration. The Senior Associate is expected to work closely with our Sales and Business Development team and other research professionals to grow revenue and ensure retention of existing accounts.
Further Collaborating with GLG's Events, Strategic Projects and Survey teams to pitch and execute a wide range of products.

Fulltime

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Client Engagement Associate

Job Description

Job Responsibility

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Client Engagement Associate

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