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Senior Associate, Account Management (Private Equity Client , English speaking)

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
  • 1-2 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
  • 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 8,250 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 (Private Equity Client , English speaking) , Third Bridge

Are you ready to take your career to the next level as a Senior Associate in Account Management with Third Bridge? This market-leading investment research firm is looking for enthusiastic individuals to join their dynamic team based in Hong Kong. In this pivotal role, you’ll engage with investment professionals and consultants daily, forming strong relationships that promote Third Bridge’s unique offerings. Your day-to-day activities will include collaborating with Account Managers on renewals and cross-selling opportunities while identifying opportunities to boost client engagement with our services. As a key player in driving account retention and growth, you’ll maintain close communication with clients to understand their needs, gather feedback, and offer training sessions. Being organized and proactive will be essential, as you’ll also update systems with relevant client information and coordinate responses to inquiries alongside the sales team. If you have a client service-focused mindset, exceptional communication skills, and a passion for learning, this is the perfect opportunity for you. With a supportive team and a robust culture of inclusivity, Third Bridge encourages you to dive into this exciting role where your contributions will be valued and rewarded. If you’re eager to make an impact and thrive in a fast-paced environment, consider applying today!

Frequently Asked Questions (FAQs) for Senior Associate, Account Management (Private Equity Client , English speaking) Role at Third Bridge
What are the responsibilities of a Senior Associate, Account Management at Third Bridge?

As a Senior Associate in Account Management at Third Bridge, you’ll support the Account Managers with renewals and cross-sell opportunities, identify inactive users, and enhance the utilization of our services. Building strong client relationships is key, along with providing training and gathering invaluable feedback to ensure our offerings meet client needs.

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

To qualify for the Senior Associate role at Third Bridge, candidates should possess a Bachelor’s degree and have 1-2 years of experience in account management or client support. A client-focused mindset, strong communication skills, and the ability to adapt in fast-paced settings are crucial.

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What skills are important for a Senior Associate, Account Management at Third Bridge?

Key skills for the Senior Associate position at Third Bridge include excellent organization, active listening, relationship-building abilities, and strong adaptability. Familiarity with Salesforce.com and Microsoft Office is preferred, along with a proven ability to effectively communicate in both written and verbal forms.

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How does Third Bridge support the career development of Senior Associates in Account Management?

Third Bridge is committed to the personal growth of its employees, offering an annual development allowance to participate in learning programs. This investment in training and development is designed to bolster the skills and expertise of Senior Associates in Account Management.

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What benefits can a Senior Associate in Account Management expect from Third Bridge?

As a Senior Associate in Account Management at Third Bridge, you will enjoy a range of benefits including flexible working, private medical insurance, a robust pension scheme, annual volunteer days, and personal development allowances. Additional perks like weekly social gatherings enhance the workplace experience.

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Common Interview Questions for Senior Associate, Account Management (Private Equity Client , English speaking)
Can you describe a time when you successfully managed a client relationship as a Senior Associate?

When answering this question, focus on a specific client scenario where you actively engaged and maintained a positive relationship. Discuss the strategies and communication methods you employed, and highlight the positive results that helped strengthen the partnership.

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How do you prioritize your tasks and manage your time as a Senior Associate?

Provide a systematic approach for managing tasks, such as utilizing a task list or project management tool. Emphasize your ability to adapt and re-prioritize based on client needs and deadlines, demonstrating your organizational skills.

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What strategies do you use to increase client engagement and utilization of services?

Discuss proactive strategies like regular follow-ups, personalized training sessions, and the use of data analytics to understand client behavior. Highlight initiatives that have successfully driven higher engagement in your previous roles.

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What experience do you have with cross-selling additional services to clients?

Share specific examples from your previous role where you identified opportunities for cross-selling and how you approached the conversation, the techniques you used, and the outcomes achieved.

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How do you handle dissatisfied clients as a Senior Associate?

Describe your approach to handling difficult situations by actively listening to clients, empathizing with their concerns, and providing effective solutions. Show how you aim to turn a negative experience into a positive resolution.

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What do you believe sets Third Bridge apart from other investment research firms?

To answer this, focus on Third Bridge's unique blend of human insights, comprehensive services, and client-centric approach. Incorporate your understanding of the market and how Third Bridge delivers exceptional value to its clients.

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How do you ensure that your communication with clients is effective?

Discuss the importance of clarity, active listening, and regular check-ins. Share examples if possible, detailing how you adapt your communication style to meet the client's needs.

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What role do you think feedback plays in account management?

Emphasize that feedback is vital in understanding client needs and improving service offerings. Give examples of how you’ve solicited and used feedback to enhance client relationships.

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How do you stay updated on industry trends relevant to your clients?

Mention your strategies for staying informed, whether through industry publications, webinars, or networking events. Highlight how this knowledge has directly benefited your client interactions.

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Why do you want to work as a Senior Associate at Third Bridge?

Share your enthusiasm for the role, the company culture, and how Third Bridge's mission aligns with your career goals. Reflect on what excites you about contributing to their success and the opportunity for personal growth.

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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
January 8, 2025

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