Client Success Executive

Job Description:

The Client Success Executive at Blue Umbrella (a sister company to AML RightSource) is a key communication channel whose role is to act as a primary contact point between clients, vendors, research teams and internal departments. It is the responsibility of a Client Success Executive to ensure that research work is conducted and completed at a high level of quality and in a timely manner. They will ensure that the research teams have all required materials, respond to client queries and escalate client concerns to managers and team leaders. The Client Success Executive is also responsible for updating clients and other stakeholders about pricing, turnaround time, potential issues and delays associated with orders, etc. They serve as the first line of communication with clients and should be a clear, proactive and organized representative of the company. This position reports to the Operations Manager.

Duties and Responsibilities will include but not be limited to:

• Serve as the primary contact major client accounts, or a key touch point for client queries, emails, etc.
• Identify any potential inefficiencies, issues and/or queries that need to be raised with clients from the outset regarding their requests for DD and monitoring services
• Consistently leverage strong communication and organization skills – both with internal and external stakeholders
• Demonstrates a firm understanding of Blue Umbrella’s research capabilities, operational workflow, and their limitations
• Provide recommendations on pricing and TAT to managers based on scoping exercises and knowledge of existing workload, upcoming holidays, etc.
• Ensure that reports are properly constructed prior to delivery
• Oversight of teams to ensure on-time delivery of final reports
• Manage large client batch orders including timelines, ongoing status updates, queries and prioritization in line with the current workload
• Understands and supports business goals
• Keep aware of industry-related news
• Support team leaders and managers with items that may include, but are not limited to:
• Assisting with day-to-day and longer-term case management
• Ensuring that research requirements are fulfilled by acquiring any and all required documents as dictated by agreed upon scope
• Double-check and verify client invoices
• Contributing to continuous improvement efforts, e.g., providing input/feedback and/or assisting in the execution of training reviews, process and efficiency improvements, product innovation, etc.
• Possesses and exhibits an interest in his/her own personal development by:
• Requesting feedback from his/her supervisor and/or managers
• Comply and/or follow processes, standards, values of Blue Umbrella as outlined in training, policies and staff manuals

Qualifications:

• Bachelor's degree required
• Possess excellent command of spoken and written English; proficiency in other languages is advantageous
• Be able to build relationships across the business both internally and externally
• Excellent communication skills that demonstrates a high degree of professionalism via email, phone calls and video conferencing
• Proactive organization of projects and due diligence case load.
• Possess a professional approach to delivering quality client service
• Be a quick learner who can spot new opportunities with demonstrated initiative, diligence, and attention to detail
• Possess strong analytical, internet research and presentation skills
• Be organized and able to work effectively and efficiently under tight deadlines and manage projects independently whilst working as part of a wide and varied team
• Possess excellent interpersonal communication skills
• Detailed understanding and working knowledge of Microsoft Office
• Experience with online databases (i.e., internet, media, academic databases) is advantageous

We appreciate your interest; however, only those selected for an interview will be contacted.

Blue Umbrella is an Equal Opportunity Employer and we welcome diversity in the workforce. All qualified applicants will receive consideration for employment without discrimination and we are committed to providing accommodation to people with disabilities throughout all aspects of the recruitment process. To request any accommodations you may require to participate in the recruitment and selection process email [email protected] or discuss your needs when contacted for an interview.

AML RightSource is committed to fostering a diverse work environment and is proud to be an equal opportunity employer. We provide equal employment opportunities to all qualified applicants without regard to race, color, 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.