XTN-8C55455 | CLIENT ENGAGEMENT ASSOCIATE

As a Client Engagement Associate, you will help ensure every Edison client receives exceptional service from onboarding to delivery. You’ll support Client Engagement Managers and internal teams in maintaining smooth communication, accurate documentation, and consistent service delivery.
This role suits someone who is organized, detail-oriented, and proactive — with a strong sense of ownership and professionalism in a client-facing environment. 

• HMO
• Midshift
• WFH

• Client Onboarding & Administration
• Coordinate onboarding for new clients, attend internal meetings, and record details in
• Salesforce.
• Issue welcome packs and ensure RNS declarations are completed prior to publication.
• Distribute newly published research to clients and maintain accurate records.
• Client Servicing & Relationship Support
• Schedule and document client review meetings and follow up on action items.
• Support Analysts with data preparation for Board Reports and InvestorTrack™
• validation.
• Ensure communication preferences and client requirements are met.
• Operational & Internal Coordination
• Track contract addendums and liaise with Accounts for documentation and payment
• schedules.
• Attend internal meetings to share updates on client activities and potential risks.
• Update Salesforce following key client announcements (e.g., RNS updates,
• management changes).
• General Support
• Act as the first point of contact for inbound client queries, ensuring timely and
• professional responses.
• Collaborate with internal teams to align on client priorities and process improvements.

• At least 6 months to 1 year of experience in a commercial business environment.
• Excellent organizational, written, and verbal communication skills.
• Ability to manage multiple priorities and work efficiently under pressure.
• Proficient in Microsoft Office; Salesforce experience is a plus (not required).
• Bachelor’s degree preferred but not required.

• Highly organized, detail-oriented, and dependable.
• Clear communicator with strong interpersonal skills.
• Comfortable managing multiple priorities and deadlines.
• Proactive, adaptable, and team-oriented.