Hybrid Client Engagement Specialist at Hasi

The Client Engagement Specialist is responsible for overseeing the coordination, supervision, and successful completion of client meetings and events; implement, oversee, and maintain data-driven processes; and manage/support other ad hoc projects that strengthen internal and external client relationships. With excellent communication and customer service skills, the individual will play a pivotal role in creating organized processes to support and strengthen the Company and client relationships.

Salary Range:

Expected salary range of $60,000 - $72,500, based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more. 

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

 

Bachelor’s degree required

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

Proficiency in Microsoft Office applications required; Salesforce experience preferred

 

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