Client Success Associate

3 days ago


Riyadh, Ar Riyāḑ, Saudi Arabia The Family Office Company Full time

As a Client Success Associate at The Family Office Company, you will play a pivotal role in driving lead generation and qualification.

Key Responsibilities:
  • Manage the entire lead lifecycle, from initial outreach to conversion.
  • Schedule and confirm meetings with potential clients through targeted cold-calling and email campaigns.
  • Maintain accurate records of lead tracking and follow-ups within our CRM system.
  • Prepare daily prospect lists for approval and provide detailed activity reports.
  • Conduct thorough research on prospects to ensure AML compliance before initiating contact.
  • Assist Relationship Managers with administrative tasks and meeting follow-ups, ensuring seamless client engagement.
  • Track and report progress on lead conversion, identifying areas for improvement.
Requirements:
  • Proven experience in customer-facing roles or related positions within financial institutions.
  • Bachelor's degree in marketing, business administration, or a related field.
  • Strong organizational and time management skills in fast-paced environments.
  • Excellent written and verbal communication skills in English.
  • Proficiency in Microsoft Office Suite and ability to adapt to new systems quickly.
  • Strong interpersonal, research, and analytical skills.
  • Ability to prioritize tasks, meet deadlines, and work efficiently under pressure.

The successful candidate will be highly organized, possess excellent communication skills, and have a proven track record in lead generation and qualification.



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