Client Services Associate managing day to day inquiries for Japanese Clients in custody operations. Collaborating with internal teams to enhance client relationships and service delivery.
EG
Hybrid Associate, Consumer & Retail – Business Development, Client Support
Posted 2 months ago
About the role
- Join the Consumer & Retail team to support business development and client relationship management initiatives at Eurasia Group in São Paulo, Brazil.
Responsibilities
- Learn, understand, and support C&R’s BD/sales operations.
- Assist with research, scoping, and drafting of proposals, strategy plans, presentations, client emails, and discussion documents for sales leads.
- Research C&R sector to identify and target new business prospects and relevant issues.
- Maintain/update Salesforce and sales pipeline records.
- Research the competitive environment to inform strategy.
- Support client/prospect relationships, including scheduling, communications, contract management, and record keeping (Salesforce, pipelines).
- Support research and planning of events and trips targeting clients and prospects.
- Assist in developing and implementing the overall C&R BD plan.
- Learn, understand, and support CRM operations and communications.
- Support client engagements and communications (scheduling, emails, etc.)
- Help research, scope, and draft content and deliverables (reports, presentations, etc.).
- Draft, maintain, and update client Strategic Account Plans, CSM pipeline, and Salesforce.
- Assist with project management tasks and relevant research on global affairs, policy, and sector relevant issues.
- Support in monitoring and evaluating the status of the largest clients.
- Maintain and update Salesforce, Sales and CRM pipelines, Events Calendar, invite trackers, and other BD/CRM tools to enhance team’s operational efficiency.
- Draft, format, and visually design/edit proposals, presentations, and deliverables, especially in PowerPoint and Word.
- Take meeting notes and share post-meeting summaries.
- Use project management tools (e.g., Salesforce, Monday.com) to improve team efficiency, record keeping, and scheduling.
- Develop a robust understanding of public affairs, strategic communications, and the business landscape.
- Understand the C&R ecosystem in which EG competes and identify key client engagement opportunities (e.g., events, non-profit initiatives, conferences, etc.).
- Build strong writing, speaking, and presentation skills to engage clients.
- Conduct basic research on companies and C&R sector business issues.
- Work both independently and collaboratively with various teams.
- Efficiently organize, manage, and prioritize multiple projects/tasks.
Requirements
- Bachelor’s degree; business or policy background preferred.
- Acumen and experience establishing commercial relationships.
- Excellent English communication—written and verbal.
- Strong analytical and writing skills.
- Proficient in Microsoft Office (Word, PowerPoint, Excel), Adobe, Salesforce/CRM systems.
- Visual design and formatting skills in PowerPoint/Word (preferred).
- Experience/knowledge of C&R sectors (preferred).
- Superior organizational and multi-tasking ability.
- Experience in a global, English-speaking company.
- Passion, sense of humor, and the ability to fit into a unique and vibrant company culture.
Benefits
- Flexible work arrangements • Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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