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Senior Associate, Account Management - job 1 of 2

Company Description

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across 11 offices.

Job Description

Position Overview
As an Account Associate, you will play a vital role in driving engagement with clients across Third Bridge’s Connections and Forum offerings. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services. Your work will be pivotal in guaranteeing the retention and growth of our account base.
Responsibilities

In this role you will:

  • Support Account Managers on renewals and cross-sell opportunities by working  closely with them to execute on territory and account plans to achieve strategic  goals
  • Identify and engage inactive or potentially new users across priority accounts and  to increase utilization of Third Bridge offerings 
  • Reiterate the value proposition of Third Bridge’s services to drive usage and help  embed our products in the daily workflows of end users
  • Maintain constant dialogue with clients to understand their research processes and  gather feedback on Third Bridge’s services. 
  • Support clients by offering training and demo sessions on how to use Third Bridge’s  services.
  • Maintain and update team structures, client user preferences, client investment  coverage sectors and geographies, and pertinent account and contact data in our  systems, ensuring tailored content and service delivery to exceed client    expectations.
  • Develop an awareness of client buying processes and Third Bridge sales and  renewal processes to support revenue generation 
  • Collaborate with internal stakeholders - legal, marketing, research, sales and   product teams, to ensure client requests are executed quickly and effectively. 
  • Attend internal and external meetings punctually and well-prepared
  • Address and/or triage inbound client questions and requests; assess solutions and  next steps alongside the Account Manager and execute the agreed approach 

Qualifications

Skills

  • A client service-focused mindset
  • Proven experience in building and maintaining relationships by phone and face-to-face would be beneficial
  • Excellent organization, written and oral/presentation skills
  • Collaborative approach in solving problems

Qualifications

  • Bachelor’s degree
  • 3-4 years of account management experience and/or client support experience, preferably in a similar industry
  • Highly motivated with a track record of consistent achievement of quota(s) for at least 1 year
  • Effectively leverages internal resources, tools and systems daily
  • Experience applying industry and product knowledge in written and verbal client communications
  • Successful past adoption and effective use of internal workflows, processes and technologies to accomplish work objectives
  • Strong communication, active listening, interpersonal and presentation skills
  • Intellectual curiosity and a passion for learning
  • Easy adaptable to changing, ambiguous and fast-paced environments
  • Farmiliar with financial institutional clients
  • Strong time management skills with the ability to multi-task and prioritize work
  • Familiarity with Salesforce.com as well as Microsoft Office and G-Suite tools

Additional Information

How will you be rewarded? 

  • Vacation15 days (which increases to 20 days after 2 years of service)
  • Learning: personal development allowance of HKD  9,800 per year, which can be used for any learning programs you feel would be beneficial for you
  • Health and wellbeing: private medical insurance, Modern Health to focus on mental health. Supplementary housing allowance
  • Future and family: pension scheme and vitality private medical insurance
  • Flexibility: work from anywhere for one month per year, 2 annual volunteer days2 personal days when life throws you a curveball and 'Summer Fridays'
  • Rewards: get points through our colleague-to-colleague recognition program to spend on hotels, gift cards, donations to charity and more
  • Social: weekly optional social gatherings, daily breakfast and snacks, social events

The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application. 

What You Should Know About Senior Associate, Account Management, Third Bridge

Join Third Bridge as a Senior Associate in Account Management, where you'll engage with some of the world's top investors from our vibrant office located in Hong Kong. At Third Bridge, we pride ourselves on being a market leader in investment research, offering solutions that empower decision-makers with unique insights and access to our global expert network. As a Senior Associate, your primary focus will be on fostering relationships with clients, providing them with tailored knowledge and support that enhances their experience with our services. You’ll be diligently working alongside Account Managers to assist in renewals and cross-selling opportunities, ensuring our clients’ needs are met and expectations exceeded. You'll engage with clients regularly, providing training and demos, and collecting valuable feedback on your services. Your strong communication skills will enable you to effectively articulate the value of Third Bridge’s offerings and help integrate them into our users’ daily workflows. If you have 3-4 years of experience in account management or client support and possess a client service mentality, we want to hear from you. This is not just a job; it’s an opportunity to make a meaningful impact within a company that encourages personal growth and values diversity. Come be a part of our team, where your contributions truly matter!

Frequently Asked Questions (FAQs) for Senior Associate, Account Management Role at Third Bridge
What are the responsibilities of the Senior Associate, Account Management at Third Bridge?

As a Senior Associate in Account Management at Third Bridge, you will be responsible for driving client engagement across various offerings. This includes supporting Account Managers with renewals and cross-sell opportunities, identifying and interacting with inactive users, and enhancing client utilization of our services. You’ll also focus on training clients and maintaining open communication to adapt services to their research workflows.

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What qualifications do I need for the Senior Associate, Account Management position at Third Bridge?

Candidates for the Senior Associate, Account Management role at Third Bridge should hold a Bachelor’s degree, and ideally, possess 3-4 years of relevant experience in account management or client support. Additionally, excellent communication, organizational skills, and a proven client service mindset are crucial for success in this position.

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How does Third Bridge support professional development for the Senior Associate, Account Management?

Third Bridge is committed to your personal growth as a Senior Associate in Account Management, offering a personal development allowance of HKD 9,800 annually for learning programs. This investment in your ongoing education reflects our dedication to building a knowledgeable and skilled team.

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What can I expect from the work culture at Third Bridge as a Senior Associate, Account Management?

Third Bridge fosters a collaborative and inclusive work culture where you will be a key part of a diverse team of professionals. Expect opportunities for social engagement, feedback sharing, and a supportive environment that values innovation and teamwork while promoting work-life balance.

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Are there opportunities for career advancement as a Senior Associate at Third Bridge?

Yes, at Third Bridge, we offer clear pathways for career advancement for talented individuals within the organization. As a Senior Associate in Account Management, your success in driving client engagement and achieving quotas could lead to further opportunities in leadership or specialized roles within our team.

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Common Interview Questions for Senior Associate, Account Management
How do you prioritize tasks as a Senior Associate in Account Management?

In the role of a Senior Associate at Third Bridge, prioritizing tasks often involves assessing client needs, deadlines, and strategic significance. Start by organizing your workload based on urgency and importance, aligning your daily activities with overarching account goals.

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Can you provide an example of how you've handled a difficult client as a Senior Associate?

When addressing a difficult client, emphasize your communication approach—actively listening and demonstrating empathy. Give a specific example where you maintained professionalism and turned their concerns into actionable solutions to build a stronger relationship.

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What strategies do you use to build relationships with clients?

Building strong client relationships often hinges on consistent communication and understanding their specific needs. Discuss strategies such as regular check-ins, personalized follow-ups, and creating tailored content to show how Third Bridge can serve them better.

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How do you stay informed about industry trends relevant to the Senior Associate role?

To stay current in the investment research field, regularly read industry publications, attend webinars, and network within professional organizations. Explain how incorporating these insights into your client conversations can position you as a valued partner.

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Describe a time you worked closely with a team to achieve a common goal.

Share a detailed example where you collaborated with other team members at Third Bridge, focusing on clear communication, defined roles, and how collective efforts led to successfully achieving client objectives. Highlight the importance of teamwork in client success.

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How do you demonstrate the value of Third Bridge's services to clients?

Demonstrating value goes beyond a one-size-fits-all approach. Provide evidence of your ability to align Third Bridge's services with the unique needs of clients through tailored demos, value propositions, and case studies from previous successes.

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What tools or systems have you used in account management?

Discuss your familiarity with tools such as Salesforce.com, Microsoft Office, and G-Suite. Highlight how you’ve successfully utilized these platforms to enhance client relations, manage account information, and streamline workflows for effective communication.

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How do you prepare for a client meeting?

Preparation for a client meeting involves researching the client's current projects, objectives, and past interactions with Third Bridge. Lay out a structured agenda to address their needs, showcase relevant solutions, and encourage open dialogue during the meeting.

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What are your strategies for addressing customer feedback?

Addressing customer feedback effectively requires a proactive approach. Explain how you gather client insights, discuss them with your team, and implement changes that align Third Bridge services with client expectations. Demonstrating responsiveness can build trust and loyalty.

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How do you handle tight deadlines in account management?

Managing tight deadlines requires efficient prioritization and time management skills. Provide examples of how you break larger tasks into manageable steps, stay focused, and communicate potential roadblocks to uphold service commitments to clients.

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Our mission is to democratise the world’s human insights and flip the traditional research model upside down. And we know what will help us achieve it: the quality of our people, and the skills and knowledge they possess. Join us and your mission ...

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Full-time, hybrid
DATE POSTED
March 21, 2025

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