-
Client Marketing Associate
1 week ago
Fanning Personnel Boston, United StatesCLIENT MARKETING ASSOCIATE (INVESTMENT MANAGEMENT) · A prestigious Boston based investment firm is seeking a Client Marketing Associate to join their dynamic team. · The Associate will support the building of the firm's brand and share the AUM across national account and consulta ...
-
Client Service Associate
1 day ago
Morgan Stanley Boston, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...
-
Client Service Associate
1 day ago
Fanning Personnel Boston, United StatesPosition Summary · Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as fac ...
-
Associate, Client Service
1 day ago
Fanning Personnel Boston, United StatesAssociate, Client Service & Marketing opening located at a wealth management firm in Boston · Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This s ...
-
Client Service Associate
10 hours ago
Beacon Hill Boston, United StatesTo Apply for this Job Click Here Client Service Associate to $95K Plus Bonus An investment advisory firm is seeking a Client Service Associate In this role, you will be a primary point of contact for service and planning related needs for a select group of the firm's clients. The ...
-
Client Service Associate
3 weeks ago
CIBC Boston, United StatesWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Client Service Associate
1 day ago
CIBC LLC Boston, United StatesWere building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what t ...
-
Client Success Associate
3 days ago
Maestro for Private Equity Boston, United States Full timeAbout Maestro · Maestro is the value creation platform designed exclusively for the Private Equity industry. Backed by S&P Global, Accordion Partners and several General Partners from the PE industry, Maestro helps PE sponsors modernize their operations and maximize value creati ...
-
Registered Client Service Associate
2 days ago
Morgan Stanley Boston, United StatesPosition Summary: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the fu ...
-
Client Reporting Associate
10 hours ago
Fanning Personnel Boston, United StatesResponsible for the production and distribution of recurring client and consultant reports for assigned accounts. · Demonstrated quantitative and analytical skills including knowledge of the investment industry as it relates to investment performance, characteristics and attribut ...
-
Private Client Associate
3 days ago
Gillard Associates Boston, United StatesJob Description · Job Description · Qualifications: · Excellent academic credentials, along with strong research, writing, and communication skills; · Minimum of 6 years of experience, preferably in a law firm setting, handling a variety of fiduciary litigation matters, such as ...
-
Wealth Management-Client Service Associate
3 weeks ago
Carson Wealth Boston, United StatesPosition Summary · The role of the Wealth Management- Client Service Associate is to assist team members in ensuring every aspect of client accounts are accurately and properly opened and maintained. This role will provide on-going service and support to Client Service Managers a ...
-
Client Associate, Private Wealth
2 weeks ago
Fanning Personnel Boston, United StatesClient Associate, Private Wealth opening located at an RIA in Boston · Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This ...
-
Associate - Private Client Group
3 weeks ago
PKF O'Connor Davies, LLP Boston, United StatesOverview · We are currently seeking a Tax Associate in our Private Client Group in our Boston or Woburn office. To qualify for this position, you should: · Essential Duties · * Become familiar with the firm's policies and procedures · * Understand the rules, regulations and code ...
-
Morgan Stanley Boston, United StatesABOUT MORGAN STANLEY · Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide ...
-
Senior Associate, Client Service
3 weeks ago
The Bank of New York Mellon Boston, United StatesBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
-
Registered Client Service Associate
3 weeks ago
Oppenheimer & Co. Boston, United StatesWho We Are: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities ...
-
Associate Client Solutions Manager
3 days ago
Freeman Boston, United StatesAbout Us · Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry's largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full ...
-
Client Services Senior Associate
3 weeks ago
Arrowstreet Capital Boston, United StatesClient Services Team Overview · The Client Services Team at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic Relationships teams to provide high-quality support to our c ...
-
Client Services Associate Director
3 weeks ago
Arrowstreet Capital Boston, United StatesClient Services Team Overview · The Client Services Team at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic Relationships teams to provide high-quality support to our c ...
Account Director/Senior Client Associate - Boston, United States - Epsilon
Description
Job DescriptionThe Lead Client Associate 1 is a sales position responsible for account relationship revenue generation within the retail accounts. This includes account strategy, account penetration, relationship development and achievement of revenue goals. This sales position is on our Retail team and includes Big Box and Specialty retailers.
A successful candidate will be responsible to manage an existing book of accounts and onboard new accounts within the Retail markets.
Candidate will be the main point of contact for assigned accounts working with internal partners, other lines of business, and clients directly.
They will be responsible for growing revenue on a book of accounts.The responsibilities focus on identifying, developing, and presenting value-driven, client-centric marketing solutions that leverage Epsilon's premier data assets across all activation channels (direct mail, digital, advanced TV, email, etc.) and Data Enhancement of our third-party data on client files.
ResponsibilitiesAccount Revenue generation to achieve assigned revenue quota.
Provide strategic plan for accounts and execute against plan.
Outlines strategic opportunities for the client across all product lines and channels – digital, social, email, and direct mail.
Increase Epsilon Market Share on assigned book of clients.
Responsible for 100% product penetration within accounts
Ensures that schedules and budgets are met according to contractual agreements. Works with client to cultivate future projects and qualify new opportunities. Develops plans to sell strategic products in assigned territory and assists R&D in the market analysis of potential products.
Creates/maintains both vertical and horizontal client contact relationships, at mid-level management and above. Obtains and maintains significant client communications.
Works closely with client to oversee day-to-day relationship.
Provides products and service to customers in such a way to ensure 100% client retention and client reference-ability to aid in the sales effort.
Ensures customer satisfaction with Epsilon solutions.Manages day-to-day dialogue with client contacts.
Able to maintain C-Suite relationships.
Primary contact within client company at most organizational levels
Develops deal terms and completes contract negotiation.
Consult with Product Management and Data Strategy Teams
Able to negotiate contract renewals and pricing agreements.
Initiates pricing incentive recommendations internally and externally to meet annual Epsilon objectives.
Collaborate in Epsilon Cross Sell initiatives with Epsilon Tech and DMS teams, secure data revenue.
Collaborate with Publicis agency for optimal data strategy and revenue.
Accurate and timely forecasting in the Salesforce system.
Serve as internal liaison to other functional groups.
Conducts face-to-face and phone client meetings on an on-going basis as needed.
Travels as appropriate to client size (may be up to 50%).
Provides follow-up to all meetings within 48 hours.
Reviews and prioritizes deliverables from each meeting.
Manages the process for client orders.
Project manages client orders to completion.
Utilization of Internal Epsilon Systems
Order Management System
CRM - Client contact and communication system
Forecasting system
Demonstrates solutions-oriented consultative sales approach to growing their book of business.
Insures timely and accurate invoicing.
Provides first-level sales management to insure minimum achievement of 100% of quota.
Leads sales presentations on key accounts at all levels including Director level, superior communication, and negotiation skills.
Mentors' junior associates on the Retail sales team and participate as needed in the Data Mentor Program
Knowledge, Skills And Qualifications
Bachelor's degree or university equivalent in Marketing, Sales, or business with 5-7 years' experience in client facing sales role and/or direct marketing in a multi-channel environment.
Experience in applying analytic solutions to maximize return. Must be analytical and have critical thinking skills.
Ability to leverage internal resources and tools appropriately.
Ability to juggle conflicting client and internal priorities in a deadline oriented, technical selling environment.
Solid background and usage of Salesforce C
Excellent Word, Excel, and PowerPoint skills
Additional Information
About Epsilon
Epsilon is a global advertising and marketing technology company positioned at the center of Publicis Groupe.
Epsilon accelerates clients' ability to harness the power of their first-party data to activate campaigns across channels and devices, with an unparalleled ability to prove outcomes.
The company's industry-leading technology connects advertisers with consumers to drive performance while respecting and protecting consumer privacy.Epsilon's people-based identity graph allows brands, agencies and publishers to reach real people, not cookies or devices, across the open web.
For more information, visitWhen you're one of us, you get to run with the best.
For decades, we've been helping marketers from the world's top brands personalize experiences for millions of people with our cutting-edge technology, solutions and services.
Epsilon's best-in-class identity gives brands a clear, privacy-safe view of their customers, which they can use across our suite of digital media, messaging and loyalty solutions.
We process 400+ billion consumer actions each day and hold many patents of proprietary technology, including real-time modeling languages and consumer privacy advancements.
Thanks to the work of every employee, Epsilon has been consistently recognized as industry-leading by Forrester, Adweek and the MRC.
Positioned at the core of Publicis Groupe, Epsilon is a global company with more than 8,000 employees around the world.
Check out a few of these resources to learn more about what makes Epsilon so EPICOur Culture https
Life at Epsilon https
DE&I https
CSR https
Great People Deserve Great Benefits
We know that we have some of the brightest and most talented associates in the world, and we believe in rewarding them accordingly.
Epsilon is an Equal Opportunity Employer.
Epsilon's policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law.
Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process.REF221671I
#J-18808-Ljbffr
