Client Associate

Job Description: Client Associate, Banking VoC

Coalition Greenwich is the leading global provider of data, analytics, and insights to the nancial services industry. We specialize in providing unique high value data and actionable recommendations to help our clients improve their business results.

Our products and services focus on the key insights, metrics, and advice our clients need to manage all aspects of their business. Coalition Greenwich clients include nearly all the world s leading investment banks, commercial banks, and asset managers.

Responsibilities

Client Associates are held accountable for the delivery of several Coalition Greenwich s client research products. Individuals in this position work closely with their senior consultants and team to develop an understanding of the firm s processes, client relationships, and technical expertise in all MS Office and proprietary applications. Additionally, the Client Associate will work with Business Leadership to ensure that all project milestones are met. Technical expertise, quantitative inclination, strong communication skills and problem-solving ability are critical to success and advancement.

Principal Responsibilities:

• Ability to manage multiple projects and prioritize tasks effectively
• Validate survey content and quality; verify accuracy of data and resolve errors
• Prepare and review standard & custom client deliverables
• Analyse and interpret data to identify trends, customer preferences, and market opportunities
• Create and ensure quality of research products
• Produce custom client deliverables (account profiles, presentations, etc. )
• Provide exceptional levels of support, including being responsive, minimize errors, managing client expectations, etc.
• Collaborate with cross functional teams including sample management, fielding, and survey programming
• Use data visualization apps such as QlikView to present research findings in a clear and engaging manner
• Stay up to date with client communications and provide regular updates
• Demonstrate a positive attitude and foster teamwork and collaboration
• Demonstrate talent development skills to mentor, coach, and train new Associates

Qualifications/ skills

• Bachelors degree or equivalent experience, MBA is a plus
• Experience working in the financial services or consulting to financial services is a plus
• Experience working with and combining large data sets
• Data Manipulation and Analysis: proficiency in data manipulation techniques, including cleaning, transforming, and aggregating data in Excel. Experience with other data manipulation and analysis tools is a plus
• Data Visualisation: ability to effectively visualise data is crucial for this role. Skills in using data visualisation tools such as QlikView is a plus
• SQL skills represent an advantage
• Experience working in an international setting is preferred
• Flexible to manage work schedule across multiple time zones
• Ability to work independently and as part of a team

• Self-motivation and the drive to succeed
• Exceptional attention to detail and accuracy
• Must have superior interpersonal communication skills, both written and verbal skills

• Strong organizational and planning skills

Note: MS Excel skills will be tested as part of the interview process.