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外資系投資情報分析・提供会社でのClient Advisory (Customer Success) Manager / Senior Associateの求人

求人ID:1357971

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転職求人情報

職種

Client Advisory (Customer Success)

ポジション

Manager / Senior Associate

おすすめ年齢

年収イメージ

年収イメージ:1000万円〜1600万円(経験・能力を考慮の上当社規定により決定)

仕事内容

Do you want to build a more sustainable future It starts with creating a more sustainable
economy, and this position places you at the centre of that revolution.
Sustainalytics’ mission is to provide the insights required for investors to make more
informed decisions that lead to a more just and sustainable economy. The Customer
Success team is central to this mission we support our investor clients to effectively
leverage Sustainalytics’ solutions so that they can identify, understand and manage ESG-related risks and opportunities.
The Manager or Senior Associate in the Customer Success team will play an integral part
in our work with leading asset managers, asset owners, wealth managers and banks. In
this role you will be responsible for the retention of your own client portfolio within an
assigned territory in Japan.
You’ll work in a rapidly growing team of optimistic and change-driven colleagues from across the
globe. As a member of this team you will be uniquely positioned to engage externally with key
stakeholders of our clients, as well as internally with Sustainalytics’ thought leaders across
various ESG topics.
Job Responsibilities
This is an exciting role with a broad remit, with lots of opportunity to lead independently
on projects and to develop skills and knowledge across a range of responsibilities and
topics. Responsibilities include:
- Provide excellent client service including responding to client queries, supporting
data delivery, managing issue resolution, supporting change management where
needed and maintaining accurate data records to support efficient processes.
- Developing subject matter expertise on Sustainalytics’ products and use cases to
support our clients with presentations, training, onboarding and the application of
our research and data.
- Apply a customer improvement approach including:
・ developing and executing on account management plans, understanding
current and future needs;
・ identifying upsell opportunities in collaboration with the Sales team;
・ supporting product to market strategies;
・ identifying and mitigating risk signals; and
・ meeting regularly with clients (online and in person) to discuss strategic
priorities and seek feedback

- Act as trusted advisor, supporting clients’ ESG strategy development by providing
advice and guidance on market best practices and developing a deep
understanding of different approaches to integrating ESG data and research
- Act as a liaison between clients and Sustainalytics’ internal teams including
understanding client and market needs and communicating these to product and
innovation teams
- Collaborate with internal teams to resolve client queries and support strategic
initiatives, including leading on local projects

必要スキル

Skills and abilities
The ideal candidate is collaborative, dynamic and solutions-oriented, with a good understanding
of the investor landscape and responsible investment trends. We are open to considering a
diversity of experiences and your enthusiasm and ambition to contribute to a more just and
sustainable economy is the most important.
Some of the skills and abilities we look for include:
4+ years’ experience in a client servicing or account management role.
Demonstrated knowledge of investment industry, financial services and ESG.
Excellent interpersonal, communication and presentation skills.
Experience and an aptitude in leading projects from start to finish with little oversight.
Analytical skills, strong attention to detail and comfort in working with data sets.
Alignment with Sustainalytics’ mission, vision, and values.
Japanese and English fluency required.
Proficient in Microsoft Excel, Word, Outlook and PowerPoint.
Bachelor’s degree in related discipline (business, economics, finance, environment
and/or social sciences desired)
Desired, not required, Master’s degree in related discipline or qualification such as CFA.
Genuine team player, who operates with a high level of integrity and enjoys working in a
collaborative environment.

就業場所

就業形態

正社員

企業名

アセットアロケーションコンサルティングファーム子会社

企業概要

事業内容:
・投資分析ソフトウェア、データベースの提供・販売
・インデックス(株価指数等)の提供・販売
・株式リサーチ・レポートの販売
・投資信託情報に関するデータ提供・販売
・マネジャーリサーチ・レポートの販売
・ESGに関連するリサーチなどの提供・販売

企業PR

業務カテゴリ

組織カテゴリ

備考

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