Client Engagement Associate

2 days ago


Pune Maharashtra, India ACA Group Full time

**Date**:Apr 15, 2024

**Location**: Pune, IN

**Company**:ACA Group

**Position Summary**:
The role of Client Engagement Associate is a service position primarily focused on client satisfaction and retention. This role builds C-level relationships with new and existing clients and supports growth initiatives and the activities of internal Account Owners by collaborating with internal delivery teams to ensure prompt delivery of projects

**Job Duties**:
1. Work closely with two to three Account Owners to manage and retain client relationships and build client loyalty across a pool of 50-100 clients.

2. Develop and maintain an understanding of the client’s overall business, future plans, and potential needs

3. Collect and maintain key client-related data

4. Maintain ongoing understanding of client’s various engagements across ACA

5. Create and disseminate project status updates to each clients on a monthly basis, and help account owners prepare for quarterly touch points with clients

6. Schedule client meetings and touch points for account owners

7. Nudge clients on deliverables, dates and deadlines

8. Own the client project dashboard and escalate issues quickly

9. Initiate frequent touches with clients to prove value and support increased loyalty

10. Communicate status and next steps to the client and appropriate internal ACA partners

11. Act as primary escalation contact for small-to-mid level client questions and concerns.

12. Coordinate with multiple service delivery groups at ACA Aponix to ensure excellent, timely, and consistent client delivery.

**Preferred Education and Experience**:
1. Two (2) years of related experience

2. Exposure to Salesforce

3. MS Office Suite (especially Powerpoint and Excel)

**Required Skills and Attributes**:
1. Ability to build strong relationships and engage with multiple stakeholders in different parts of the organization

2. Exceptional project management skills and attention-to-detail

3. Excellent communicator in written and verbal form

4. Demonstrated professional integrity

5. Dependable, flexible, and adaptable to new ACA initiatives and changing client needs

6. Ability to work well in a fast-paced, small-team environment

7. Ability to work independently, multi-task and prioritize effectively

8. Highly motivated and goal oriented; proactive in one’s own education and career progression; volunteers for and shows initiative on both internal and external projects and tasks

9. Dedicated to upholding ACA’s high-quality standards and customer service focus.

10. Strong organizational and problem-solving skills

11. Resourceful at identifying problems and solutions to problems

**What working at ACA offers**:
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. Our Total Rewards package includes medical coverage fully funded by ACA for employees and their family as well as access to Maternity & Fertility and Wellness programs. ACA also provides Personal Accident Insurance, Group Term Life Insurance, Employee Discount programs and Employee Resource Groups. You’ll be granted time off for designated ACA Paid Holidays, Privilege Leave, Casual/Sick Leave, and other leaves of absence to support your physical, financial, and emotional well-being.

**About ACA**:
ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and practitioners and our deep understanding of the global regulatory landscape.

**What we commit to**:
ACA is firmly committed to a policy of nondiscrimination, which applies to recruiting, hiring, placement, promotions, training, discipline, terminations, layoffs, transfers, leaves of absence, compensation and all other terms and conditions of employment. All qualified applicants will receive consideration for employment



  • Pune, India ACA Group Full time

    About ACA: ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our Compliance Alpha® technology platform with the specialized expertise of former regulators and...


  • Pune, India ACA Group Full time

    About ACA:ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our Compliance Alpha® technology platform with the specialized expertise of former regulators and...


  • Pune, India ACA Group Full time

    About ACA:ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and...


  • Pune, India ACA Group Full time

    About ACA:ACA Group is the leading governance, risk, and compliance (GRC) advisor in financial services. We empower our clients to reimagine GRC and protect and grow their business. Our innovative approach integrates consulting, managed services, and our ComplianceAlpha® technology platform with the specialized expertise of former regulators and...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India BNY Mellon Full time

    Overview Associate, Client Onboarding/Transitions/Conversions/Know Your Client Bring 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...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    **Associate, Client Onboarding/Transitions/Conversions/Know Your Client** **_Bring 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...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    **Associate II (Grade H) - (Contract Management)** **Client Onboarding/Transitions/Conversions/Know Your Client** **_Bring 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...


  • Mumbai, Maharashtra, India Third Bridge Full time

    **Company Description** Third Bridge provides private equity firms, hedge funds, and strategy consultants with the information that they need to understand the value of their investment opportunities. Our vision for delivering deep insight and unbiased market intelligence has evolved into a business with a range of complementary services, eight offices...


  • Pune, India Saviant Consulting Full time

    Location: Pune (India) Here's what you can look forward to: As a Client Engagement Manager, you will own multiple client engagements, account roadmap and responsible to provide leadership to 20-40 people across your customer engagements. Growth of strategic accounts, revenue and customer satisfaction will determine your success in this role. ...


  • Pune, Maharashtra, India PeopleLogic Business Solutions Full time

    About the Customer Company is an American financial services organization that is a private provider of financial retirement services in the academic, research, medical, cultural and governmental fields About the Role Designation**: *** Associate - Client Reporting** **Business Area: Nuveen Advisory Services** **Sr Client Service Associate I** The...


  • Mumbai, Maharashtra, India Third Bridge Full time

    **Company Description** Company Overview** Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human...


  • Mumbai, Maharashtra, India Third Bridge Full time

    **Company Description** Company Overview** Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human...


  • Baner, Pune, Maharashtra, India Rahul Dang & Associate Full time

    Role Description for Tax And Accounts Associate 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5....

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Associate II (Grade H), Client Onboarding & Transition Management, Liquidity & Margin Services (Triparty) Bring 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...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Associate I (Grade G), Client Onboarding & Transition - Management, Liquidity & Margin Services (Triparty) Bring 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...

  • Associate, Client

    1 week ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    **Associate, Client Onboarding/Trans/Conv/Kyc II** At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India BNY Mellon Full time

    Overview Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG Bring 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...

  • Associate, Client

    6 months ago


    Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    Associate II (Grade H), Client Onboarding, FX Onboarding & Transition Management Group - TMG Bring 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,...


  • Pune, Maharashtra, India The Bank of New York Mellon Corporation Full time

    **Associate, Client Service II** At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...


  • Pune, Maharashtra, India BNY Mellon Full time

    Overview Associate, Client Service II At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create...