Derivia Intelligence
Hybrid Client Success Associate Role - Montreal
Job Description
Elevate your career as a Client Success Associate at BCA in Montreal. This hybrid position focuses on delivering top-tier support in financial markets and investment research.
Reporting to the Head of Client Success, your mission is to enhance BCA’s client engagement while addressing their financial service needs. You’ll coordinate closely with Account Managers and other teams to ensure smooth operations and problem resolution for clients across Canada and the U.S.
Key Responsibilities:
• Ensure prompt action on client requests and satisfaction
• Manage and update records within the Salesforce CRM
• Facilitate new client navigation of BCA resources
• Report on client engagement trends and activities
• Collaborate with marketing for organizing client events
Requirements:
• Degree in finance, mathematics, or a related field
• 1-2 years of experience in client-facing roles
• Strong operations and customer service experience
• Familiarity with institutio...
Reporting to the Head of Client Success, your mission is to enhance BCA’s client engagement while addressing their financial service needs. You’ll coordinate closely with Account Managers and other teams to ensure smooth operations and problem resolution for clients across Canada and the U.S.
Key Responsibilities:
• Ensure prompt action on client requests and satisfaction
• Manage and update records within the Salesforce CRM
• Facilitate new client navigation of BCA resources
• Report on client engagement trends and activities
• Collaborate with marketing for organizing client events
Requirements:
• Degree in finance, mathematics, or a related field
• 1-2 years of experience in client-facing roles
• Strong operations and customer service experience
• Familiarity with institutio...