Jobs · Finance · Pennsylvania

Client Development Associate

Ryan · Media, PA · 2 wk ago
FinanceFull-time

This position is based in Salford, MediaCity, M50.

Why Ryan?

  • Competitive compensation and benefits
  • Business connectivity reimbursement (phone/internet)
  • Gym membership or equipment reimbursement
  • LinkedIn Learning subscription
  • Flexible work environment
  • Tuition reimbursement after one year of service
  • Accelerated career path
  • Award-winning culture and community outreach

Responsibilities

Client Onboarding and Engagement

  • Proactively contact new and existing clients via outbound calls, email, and virtual meetings
  • Build strong early-stage relationships and create a positive first impression
  • Clearly explain onboarding steps, required documentation, and service processes
  • Ensure a smooth and efficient transition to internal delivery teams

Documentation and Process Management

  • Gather, track, and verify all required client documentation (e.g., leases, accounts, rent details, operational data)
  • Ensure information is complete and accurate before handover
  • Maintain high-quality record-keeping and update CRM systems in real time
  • Monitor progress to minimise onboarding delays

Ongoing Client Management and Renewals

  • Maintain regular contact with clients throughout the service cycle
  • Track contract timelines and support renewal conversations
  • Reinforce the value delivered and address questions or concerns
  • Support retention by ensuring clients understand outcomes and next steps
  • Identify re-engagement opportunities where appropriate

Revenue Growth and Service Expansion

  • Identify opportunities to introduce additional services, including:
    • Lease Consultancy
    • Contract Renewal Services
    • Additional Property Reviews
  • Position services in a consultative, client-centric manner
  • Collaborate with senior team members to convert growth opportunities

Qualifications

  • Strong communication skills (phone, email, virtual meetings)
  • Highly organised with strong attention to detail
  • Comfortable working to KPIs and performance targets
  • Ability to manage multiple clients and priorities
  • Confident handling client queries and managing expectations
  • Quick to learn and adaptable to new systems and processes

Desirable Skills

  • Experience in property, business rates, or professional services
  • Background in onboarding, account management, renewals, or sales support
  • Knowledge of CRM platforms and document collection workflows

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