Client Services & Sales Support Associate

About SHOOK Research SHOOK Research is the industry standard for financial advisor quality and integrity — and the only independent research organization in the world conducting rigorous, in-person due diligence on financial advisors at scale. We are the organization behind the annual rankings of Top Wealth Advisors, Teams, Women Advisors, Next Gen Advisors, RIAs, and Financial Security Professionals, published in partnership with Forbes. Our clients are asset managers — the firms whose products sit on the shelves of the advisors we evaluate. They partner with SHOOK to gain access to our research, our rankings, and our curated advisor network. Our work sits at the intersection of finance, research, and media, and it matters. About the Role As a Client Services & Sales Support Associate, you will be the operational backbone that keeps SHOOK’s asset manager relationships running smoothly. You’ll work directly with our asset manager clients to deliver on the contracts they’ve signed, ensure every commitment is fulfilled on time, and serve as a reliable, responsive point of contact they can count on. A significant part of this role is event logistics. SHOOK runs national events that bring together top financial advisors and asset manager partners, and you’ll be in the thick of it — managing the logistics, coordinating details, and making sure every event runs without a hitch. You’ll attend these events yourself, representing SHOOK on‑site and ensuring clients experience exactly what they signed up for. Internally, you’ll partner closely with both the sales team and the events team — serving as a key liaison between them and our asset manager clients, keeping everyone aligned and informed. This is a role that rewards people who are organized, communicative, and genuinely invested in doing good work. You’ll have real visibility into how SHOOK grows — and real room to grow with it. Key Responsibilities Serve as the primary day‑to‑day contact for asset manager clients, ensuring contracted deliverables are completed accurately and on schedule Track and manage fulfillment across multiple active client contracts simultaneously, flagging risks and resolving issues proactively Communicate regularly with clients to provide status updates, answer questions, and build the kind of trust that drives renewals Coordinate internally across research, data, and events teams to ensure client commitments are met Support the sales team with outreach coordination, proposal preparation, and follow‑up communications Maintain accurate records in CRM software, ensuring pipeline data, client notes, and activity logs are always current Help prepare materials for client meetings, presentations, and renewals Assist with tracking sales activity and reporting on key metrics to support team decision‑making Event Logistics & On‑Site Execution Own end‑to‑end event logistics for every sponsor across SHOOK national events — managing timelines, deliverables, and communications from contract execution through post‑event wrap‑up Coordinate sponsor logistics including NDAs, swag bag items and quantities, shipping details, booth setup and breakdown, voucher codes, and registration links Manage sleeping room blocks, attendee registration details, and other on‑site logistics in close coordination with the events team Serve as the primary liaison between asset manager sponsors and the events team, keeping all parties aligned and informed throughout the event cycle Attend national events as a SHOOK representative, managing sponsor experience on‑site and ensuring every contractual commitment is delivered in real time Track deliverables across multiple sponsors simultaneously, identifying and resolving issues before they become problems Operations & Administration Own administrative workflows that keep the client lifecycle organized — onboarding, contract tracking, and off‑boarding Identify opportunities to improve processes and propose solutions that help the team work more efficiently Qualifications Bachelor’s degree required; background in business, communications, finance, or a related field preferred 0–2 years of professional experience — we’ll teach the right person what they need to know Exceptional written and verbal communication skills; you’re clear, professional, and easy to work with Highly organized with strong attention to detail — you notice what others miss and follow through without being asked Comfortable managing multiple priorities in a fast‑paced environment where things change quickly Proficiency in Microsoft Office (especially Excel and PowerPoint); familiarity with CRM tools is a plus Willingness and ability to travel nationally to attend SHOOK events; frequency varies by season A collaborative, low‑ego attitude and genuine desire to help the team win Why SHOOK Research You’ll be in the room. From your first year, you’ll attend marquee national events like TAS in Las Vegas — working alongside top asset managers and financial advisors at the kind of gatherings most people in financial services don’t access until much later in their careers. This isn’t a back‑office role. Your work shapes real relationships. The asset managers you support are some of the most influential firms in the industry. The contracts you fulfill aren’t administrative tasks — they’re how SHOOK delivers value to clients who depend on us. You’ll matter here. You’ll learn the wealth management industry from the inside. Few entry‑level roles give you this kind of exposure to asset managers, financial advisors, and firm‑level dynamics all at once. You’ll build a foundation that’s hard to get anywhere else. Room to grow. SHOOK is expanding across research, partnerships, and events. People who do good work get more responsibility. This is a place where your career can move fast if you’re ready to earn it. Competitive compensation. We offer a competitive salary and benefits package commensurate with experience, plus performance‑based growth opportunities as you develop in the role. Our Culture We’re a small, entrepreneurial team that takes the work seriously — integrity is literally our product — without taking ourselves too seriously. We move fast, we’re direct with each other, and everyone has a voice regardless of title. The work is relationship‑driven, so we hire people who genuinely like people: curious, professional, and comfortable in any room. #J-18808-Ljbffr SHOOK Research