Customer Service Associate

2 weeks ago


Montreal, Quebec, Canada Loomis Sayles Full time
Client Success Associate, Financial Services

BCA Research is a leading provider of global investment research, dedicated to delivering high-quality analysis and forecasts to clients worldwide.

This role requires fluency in English and a strong understanding of global macro-economics, strategy, and investment.

Key Responsibilities:

  • Maintain and update client information using our CRM system Salesforce.
  • Connect with new clients/prospects to ensure they can navigate our websites and access our products.
  • Help manage and track the distribution of our strategist resources across different territories.
  • Work with account managers to monitor service levels for each client.
  • Ensure clients receive adequate service and interaction based on our commercial policy.
  • Liaise with the Marketing team for local events.
  • Help maintain standardized reporting and clients' usage statistics.
  • Partner with sales and finance for outstanding contracts.
  • Take part in internal projects, such as testing new features and websites.

Requirements:

  • Education: Undergraduate degree, ideally in finance or economics.
  • Skills and knowledge: Excellent spoken and written English, customer-service orientation, and a positive attitude.

BCA Research provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.



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