Apply on Employer Site

HASI · 5 months ago

Client Engagement Specialist

Annapolis, MD

Full-time

Hybrid

Mid Level

$60K/yr - $72K/yr

3+ years exp

HASI is seeking a Client Engagement Specialist responsible for coordinating and overseeing client meetings and events while implementing data-driven processes to enhance client relationships. The role involves managing client onboarding, maintaining compliance data, and supporting internal communications and ad hoc projects.

ConsultingFinanceMarketing

Growth Opportunities

Responsibilities

Lead the scheduling, coordination and organization of, as well as support the preparation for, client/project meetings and events across multiple lines of business, each instance of which will involve multiple internal and external stakeholders

Maintain data for legal and/or compliance requirements for meetings, including board meeting requirements, quorums, etc., and associated meeting records

Support both client onboarding and client handoff process during project closing to ensure smooth transition between the applicable internal stakeholders

Design and maintain metric-based processes and lead ad hoc projects that provide insights into client relationships (surveys, etc.)

Work with investment and portfolio teams to stay abreast of current client relationships

Act as the point of contact for all events/meetings for client-related activities

Manage HASI-branded collateral (“swag”) planning, sourcing, ordering, distribution, and inventory

Support HASI-branded sponsorship event process

Maintain list of current corporate publication subscriptions and facilitate access for appropriate employees

Support internal communications

Client and market research as needed

Presentation support as needed

Qualification

Client relationship managementProject coordinationMicrosoft Office proficiencySalesforce experienceProactive initiativeCommunication skillsTime managementAttention to detailProblem-solving skills

Required

Bachelor's degree required

At least three years of administrative experience in a professional office environment

Proficiency in Microsoft Office applications required

Strong written and verbal communication skills

Excellent time management skills and ability to multitask and prioritize work

Close attention to detail and problem-solving skills

Ability to work effectively with clients and vendors -- both internal and external -- at various levels, and liaise across all functional areas within the company

Dependable and proactive, takes initiative

Ability to own tasks from start to completion and to manage multiple projects simultaneously