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Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
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Client Success Associate
- Location
- Hong Kong
- Posted
- 2D AGO
About the role
Job family: Sales
Pay type: Salary
Employment type: Permanent
BCA Research is the leading independent provider of global investment research. Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment decisions, through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies. The firm maintains a head office in Montreal, with local offices in London, New York, Hong Kong, Sydney, Singapore and Shanghai.
Position Summary
The Client Success Associate is responsible for supporting BCA Research's institutional clients throughout their subscription lifecycle by delivering a high level of service, promoting client engagement, and helping clients maximize the value of their research subscriptions.
Working closely with Account Managers, Research, Marketing, Sales Operations, and Client Success colleagues, the Client Success Associate supports client onboarding, engagement, research access, strategist interactions, events, and operational activities that contribute to client retention and long-term commercial success.
The role serves as an important link between BCA Research and its institutional clients, ensuring client requests are addressed promptly while proactively encouraging product adoption and ongoing engagement.
Key Responsibilities
Client Engagement & Support
- Provide timely, professional support to institutional clients across assigned territories.
- Respond to client inquiries and coordinate appropriate follow-up with internal stakeholders.
- Support new client onboarding by ensuring users can successfully access and navigate BCA's research platforms.
- Conduct proactive outreach to encourage client engagement and product utilization.
- Help clients maximize the value of their subscriptions through ongoing support and education.
Client Relationship Support
- Partner closely with Account Managers to support client relationships throughout the subscription lifecycle.
- Monitor client engagement and usage trends, identifying accounts that may require additional attention.
- Assist with renewal preparation by providing client activity and engagement information.
- Identify opportunities for increased client engagement and communicate observations to commercial teams.
- Support client satisfaction through responsive and proactive service.
Research & Event Coordination
- Coordinate meetings, conference calls, webinars, and research briefings between clients and BCA's Research teams.
- Support strategist travel planning and client meeting logistics.
- Coordinate invitations, registrations, and follow-up activities for client events and conferences.
- Assist with distribution of research materials, chart packs, and other client resources.
- Support special client initiatives and research-related communications.
CRM & Operational Administration
- Maintain accurate client, contact, and user information within Salesforce.
- Update client records, interaction histories, and engagement activities.
- Assist with client reporting, usage tracking, and operational documentation.
- Support Sales, Finance, and Sales Operations with administrative requests related to contracts, billing, and client information.
- Participate in testing of new systems, products, and client-facing technologies.
Continuous Improvement
- Identify opportunities to improve client service processes and operational efficiency.
- Contribute ideas that strengthen client engagement and service quality.
- Participate in internal projects that improve the overall client experience.
- Maintain knowledge of BCA's research platforms, products, and commercial processes.
Qualifications & Experience
- Bachelor's degree in Business, Economics, Finance, Commerce, or a related discipline.
- Minimum one (1) to two (2) years of experience supporting institutional clients, customer success, client service, or a related role.
- Experience within financial services, investment research, professional services, or subscription-based businesses is considered an asset.
- Experience working with CRM systems such as Salesforce is preferred.
- Fluency in English and Cantonese and/or Mandarin, written and spoken; proficiency in an additional Asian language, particularly Korean, is considered an asset.
- CFA designation (or progress toward it) is considered an asset.
Skills & Competencies
- Client Focus & Relationship Management: Strong customer service and relationship-building skills; delivers responsive, professional service and builds positive relationships with clients and internal stakeholders to support long-term engagement.
- Communication: Excellent written and verbal communication skills; communicates clearly, professionally, and confidently with clients and colleagues.
- Collaboration: Works effectively with Sales, Research, Marketing, Finance, and Sales Operations to deliver a seamless client experience.
- Organization: Strong organizational and time-management abilities; manages multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
- Initiative: Proactively identifies opportunities to improve client engagement and resolves issues before they escalate.
- Accountability: Takes ownership of assigned responsibilities and consistently delivers reliable, high-quality service.
- Market Interest & Continuous Learning: Genuine interest in financial markets, macroeconomics, and investment research; actively develops knowledge of BCA's research, products, and institutional clients.
- Technology: Working knowledge of Microsoft Office applications. Demonstrated proficiency with AI tools (e.g., Claude), including effective prompting to support research, client communications, and day-to-day workflows; advanced skills are strongly preferred.
Career Path Development
The Client Success Associate role provides a foundation for career progression within BCA's commercial organization. Opportunities for advancement may include Senior Client Success Associate, Associate Vice President, Sales, or other client-facing commercial roles.
BCA Research is the leading independent provider of global investment research. Since 1949, BCA Research's mission has been to shape the level of conviction with which our clients make investment decisions, through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies. The firm maintains a head office in Montreal, with local offices in London, New York, Hong Kong, Sydney, Singapore and Shanghai.
We embrace and support each other without labels to make BCA Research a phenomenal and progressive place to thrive. We offer a competitive compensation package and benefits. Flexibility, trust and responsibility for a balance between wellness and high performance. Professional development, Recognition and rewards and a team spirit, support and sense of belonging to the company’s goals and plans.
Join us and be part of a diverse team that shapes the future of investment insights.
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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