Derivia Intelligence

Client Success Associate - Financial Markets and Investment Research

📍 Location
montreal, qc
⏰ Job Type
Full-time
📅 Posted
June 06, 2026
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Job Description

Client Success Associate - Financial Markets and Investment Research

Job Description

Posted Tuesday, May 12, 2026 at 10:00 AM

Montreal - Hybrid

Permanent - Full-Time

About the Role

In this role, you will report to the Head of Client Success, and will be responsible for supporting BCA’s client base across the U.S. and Canada. Client Success associates support all client related business activities. Your job purpose is to execute processes and value‑added solutions to address customer needs. You will work in partnership with Account Managers, and interact with Commercial Managers, Research, Product, and other groups in the analysis, interpretation, and resolution of client issues.

  • Ensure client responses are actioned in a timely manner and the response is satisfactory
  • Maintain and update client information using our CRM system Salesforce
  • Connect with new c...

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