Client Development Associate

Posted: 10/24/17 | SHARE:


Do you thrive in a dynamic environment, where the work changes daily? This role strengthens the organization’s relationship with existing accounts by developing and executing dedicated, creative, and ongoing contact initiatives.

The Impact: Develops the strategy, processes and delivery measurement for service among all functional areas responsible for delivering to the customer. Supports and handles customer relationship, ensures delivery of world-class service to the account, defines account strategy and manages revenue.

What’s in it for you:

  • Collaborative work environment, with regular mentoring from peers and leadership
  • Unlimited growth potential
  • Flexible work environment
  • High visibility role, interacting with existing and potential clients daily


  • Supports account and relationship management activities with existing clients.
  • Tracks market and customer developments and trends. Reviews quarterly client results.
  • Reports findings to Relationship Managers.
  • Develops profiles on accounts including all affiliations, geographic presence, and business interests to help develop sales proposals for new business.
  • Provide platform and product functionality training and support to clients. Collect client feedback to support product improvements and upgrades.
  • Focuses on retaining business by ensuring a high level of client satisfaction.
  • Provides monthly account management and sales reports to sales and business management.


What We’re Looking For:

Individuals with a client facing and or sales background looking to join the financial industry in a client interfacing and support role.

Basic Qualifications:

  • Bachelor's degree or equivalent experience

  • Experience in a consultative sales or a front facing role (inside sales, prospecting, sales support, customer support)

  • Ability to work towards revenue targets within a business development environment

  • Experience in dealing with challenging situations, i.e. overcoming objections

  • Shown organization, multi-tasking and prioritization skills

  • Strong listening skills

  • Excellent communication skills and the ability to engage a senior level audience

  • Strong MS office (Word, Excel, PowerPoint) skills are required, and any knowledge of CRM databases (such as would be helpful

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