Client Success Associate
Client Engagement Associate
Location: New York, NY Salary Range: $80,000 - $90,000
About the Company
Our client is a global leader in market infrastructure, connecting participants to financial and commodities markets worldwide. The organization delivers innovative data solutions, fosters market liquidity, and enables improved price discovery through cutting-edge platforms and responsible practices. Recognized as a major interdealer broker by revenue and a top provider of OTC data, the company is home to several trusted brands across trading and analytics.
About the Division
This role sits within the Data & Analytics division, a fast-growing unit that offers proprietary OTC data and comprehensive post-trade services. The division serves clients with actionable insights for price discovery, benchmarking, risk management, and performance analysis. Its post-trade solutions also support regulatory risk mitigation and balance sheet optimization through a diverse toolkit.
Role Summary
Our client is seeking a Client Engagement Associate in their New York office to support the Client Success team for the Americas. This position reports to the Head of Client Experience and works closely with Client Success Managers across the lifecycle of client relationships-from onboarding through ongoing engagement and delivery. The ideal candidate will help drive client satisfaction, retention, and strategic alignment through coordination with internal teams and external partners.
The associate will liaise regularly with sales, product, engineering, marketing, and operations to ensure client goals are met and relationships are nurtured effectively. Occasional travel within the Americas region may be required.
Key Responsibilities
Support Client Success Managers as strategic partners to strengthen engagement and retention
Ensure smooth onboarding and deliver on client success outcomes
Analyze usage and feedback via Salesforce dashboards to uncover trends and recommend actions
Partner cross-functionally to resolve client issues quickly and efficiently
Document and improve internal processes related to client experience
Curate feedback, referrals, and satisfaction metrics to support advocacy
Collaborate with data and product teams to translate user insights into service enhancements
Contribute to ad hoc initiatives and business-driven projects
Required Experience
Exposure to OTC market data and B2B client environments
Fluency in written and spoken English; additional languages an asset
Strong communication and relationship-building skills
Comfort with ambiguity and adapting to fast-paced change
Eagerness to learn financial and technical concepts
Proficiency in documenting workflows and collaborating across departments
Preferred Qualifications
Ability to build rapport across varying levels of client organizations
Familiarity with Salesforce and Microsoft Excel
FAQs
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