Client Service Associate
$85k - $115kCapvision
Associate, Client Services -Full-Time (Summer 2027) New York, New York, United States True North Insights is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making. We believe the right knowledge can move the world forward. Since day one, that belief has driven everything we do. We exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most insights that fuel confident decisions, unlock opportunity, and power successful careers. Founded in 2019 in New York City, our firm has skyrocketed from launch to becoming #7 in North America and #10 globally in just five years and we're just getting started. As we expand into Europe and beyond, there's never been a better time to join our high-growth, global team. The anticipated start date for this role is July and August 2027 As an Associate, you'll manage engagements from start to finish, coordinate with experts, and ensure projects deliver clear, actionable insights. This role is designed for professionals eager to learn quickly, take initiative, and develop skills that matter in real business contexts. No two days are the same. One day, you may be helping a hedge fund gain insights from a European airline's veteran. Another, you could coordinate a consultation with a former Fortune 10 C-suite executive to inform a client's eCommerce strategy. Key Responsibilities Identify and engage experts with relevant experience to meet client needs. Reach out to experts to confirm availability and alignment with client objectives. Coordinate consultations to ensure smooth communication and delivery of client objectives into research plans and timelines. Manage multiple projects efficiently, delivering reliable outcomes under tight deadlines. Make informed decisions about expert selection, project scheduling, and outreach strategy Collaborate with teams worldwide to ensure projects meet client expectations. About You Strong academic background with an attained Bachelor's degree from an accredited institution (Minimum GPA of 3.5) 618 months of professional experience; internships or roles demonstrating client engagement or problem-solving a plus. Demonstrated initiative or leadership in academic, athletic, professional, or extracurricular activities during school/university. Strong verbal and written communication skills; professional and articulate presence. Thrive in fast-paced, results-driven environments. Take initiative, solve problems independently, and follow through reliably. Resilient, resourceful, and unafraid to roll up your sleeves. Motivated by goals and driven by measurable outcomes. Fluent in English; additional languages a plus Authorized to work in the U.S., including F-1 visa holders with STEM OPT Why True North Insights Clear growth milestones to accelerate your career. Potential to advance into leadership roles, including equity opportunities within 24 months. Comprehensive paid training in project execution, client management, and professional development Diverse industry exposureAssociates are never siloed into a single sector. Compensation: $85,000-$115,000 on average for high-performing associates. Consisting of $65,000 base salary + uncapped monthly bonus Health, dental, and vision insurance 401K plan with guaranteed 3% company contribution Paid vacation, sick leave, and company holidays Monthly commuting and mobile phone stipends Daily office perks: free lunch, snacks, Monday breakfast, and weekly social events At True North Insights, growth comes from initiative and results. You'll be supported, challenged, and empowered to take ownership and lead from day one. True North Insights is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We don't believe in "perfect" candidates. If you're ready to tackle challenges and grow in a fast-moving environment, you belong here.
$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Services Associate - Outsourced Advisory...SuggestedFull timeTemporary workLocal areaFlexible hours$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$19 - $20 per hour
...Position Summary The Client Services Associate is responsible for delivering exceptional customer service and day-to-day support to clients, employees, and visitors. This role serves as a key representative of SPS, ensuring requests are handled promptly, workplace...SuggestedFull timeTemporary workPart timeWork at officeImmediate startFlexible hours- ...Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...Suggested
$61.28k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and...Full time$70k
...Client Service Associate New York, New York, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$80k - $95k
...Job Overview About the Role: The team: The Client Services Associate provides primary-level problem resolution & customer service to current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage...Local area$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact...Work at officeLocal areaNight shift- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
$39k - $43k
...Client Service Associate NextShining. is a leading recruitment and staffing agency dedicated to connecting top talent with the right opportunities. We specialize in providing customized workforce solutions that help businesses grow and professionals advance their careers...Full time- ...dominate private wealth, gatekeeping their services behind extremely high minimums, janky... ...deliver what used to take a team, serving clients a Wall Street team never could have... ...This Role The Client Services Associate sits at the intersection of Operations,...
$39k - $43k
...Job Description IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company, answer questions, provide information, assist with service-related requests, and help...Full time$75k - $90k
...advisors focus on financial planning and client relationships, our operational... ...possible. We believe exceptional client service extends beyond conversations with advisors... ...start to finish. As our Client Service Associate, you'll wear two equally important hats....Work experience placementWork at officeRemote work- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...Remote workFlexible hours
$16 - $24 per hour
...Group Service AssociateAt UnitedHealthcare, we're simplifying the health care experience, creating healthier communities, and removing... ...some tough challenges.Key Responsibilities:As a Group Service Associate, responsible for providing excellent service to members, BAs and...Hourly payMinimum wageFull timeWork experience placementLocal areaRemote work$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...Work at office- ...A leading primary research platform is seeking an Associate to join their Client Services team in New York. In this front-line role, you will manage expert engagements, influence client outcomes, and navigate tight timelines in a dynamic environment. The ideal candidate...Internship
- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients and...Work experience placement
$95k - $115k
...Client Solutions Associate Courier Health is on a mission to solve one of the biggest and most meaningful opportunities in healthcare: reinvent how people living with chronic and rare diseases are supported. We are building the future of patient engagement for life sciences...Relocation- ...J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within...
$95k - $125k
...Company overview Nomura is a global financial services group with an integrated network... ...of disciplined entrepreneurship, serving clients with creative solutions and considered thought... ...Opportunity Employer Seniority level Associate Employment type Full‑time Job function...Full timeRelocation packageFlexible hours$18 - $20 per hour
...Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office...Full timeTemporary workPart timeWork experience placementImmediate start$70k
...Client Service Healthcare Associate (December 2026 Graduates)New York, New York, United StatesGuidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment...Temporary workSummer workInternshipWork at officeFlexible hours$80k - $105k
...Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full TimeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...Work at officeLocal areaRemote workWork from homeWorldwide- ...UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...
$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client...Full timeWork at officeRemote work- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and... ...York and our affiliate offices around the globe. Client Service Associate New York, NY Responsibilities Responding to daily...Permanent employmentLocal areaWorldwide
- ...Client Services Associate, Private Markets A growing private markets business is looking for a Client Services Associate to support the launch, onboarding, and ongoing servicing of alternative investment products distributed through global wealth and financial intermediary...
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