Client Services Associate, Surveys (2026 Start Dates)
Third Bridge Group
Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global expert network, serving over 1,000 investment firms and offering 24/7 coverage across eight offices worldwide. Our online B2B survey platform gives clients access to high‑quality responses from a pre‑screened, proprietary network of experts in all geographies, industries and functions. The Surveys team works around the clock to design, code, field and deliver surveys that deliver actionable quantitative and qualitative insights. The Survey Associate will be a key enabler in delivering top‑quality survey products that help clients qualify and quantify industry trends through benchmarking analyses, product forecasting, and competitive market analyses. Reporting to the Regional Manager, Surveys, the associate will interact daily with clients, internal product and data teams, and our specialist community across Consulting and Private Equity verticals. Responsibilities Execute surveys that help clients benchmark industry trends and conduct product forecasting and competitive analyses. Provide feedback on client survey design, targeting specialized topics and populations. Build and maintain panels of experts according to client requirements. Navigate complex survey requests and client‑specific preferences. Coordinate, problem‑solve and build strong working relationships with panellists, clients, survey partners and colleagues. Qualifications Experience collaborating in a high‑throughput, deadline‑driven, client‑servicing environment. Superior written and verbal communication skills with strong organizational abilities. Commercial acumen and interest in, or familiarity with, healthcare, technology, life sciences, consumer goods and financial services, and an understanding of how Consulting and Private Equity clients operate. Proven ability to work in a rigorous, fast‑moving environment. Meticulous attention to detail and a strong analytical outlook, including experience with data sets in Excel or Google Sheets. Ability to handle multiple tasks and prioritize, identifying and solving problems. Preferred: experience with market research and survey design, particularly online survey platforms. Requirements Bachelor’s degree. 0‑2 years of experience in the financial services industry, with a strong understanding of Consulting and Private Equity, various industries, and data analysis. By the start of employment, the successful candidate must have permission to work in the country of application. Benefits & Culture Full‑time, competitive compensation and uncapped bonus potential. Health, dental, vision, and 401(k) matching. 15+ vacation days, flexible days, and work‑from‑anywhere for one month per year. Dynamic, supportive team culture that values inclusion, communication and professional development. #J-18808-Ljbffr Third Bridge Group
$90k
...investment firms, offering clients 24/7 coverage through our... ...offices. Job Description Start date : March Surveys are widely used to gather... ...and quickly. The Survey Associate position is a key enabler... ...process-oriented, client-servicing environment Superior writing...SurveysFlexible hours$65k - $70k
2026 Client Services Associate The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How... ...focus on a specific book of business. Timing: Cohort start date - January 2026 Locations: Chicago, Denver, Detroit, Los...SuggestedFull timeTemporary workJanuary startLocal areaWork visa- ...Company Ice Speak Social delivers exceptional client support and engagement services. We are looking for motivated individuals ready to start immediately and contribute to our growing team. Job Summary The Client Service Associate will interact directly with clients,...SuggestedImmediate start
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...SurveysRemote job
$71.87k - $114.8k
...day-to-day interaction with clients of the Commercial, Specialty... ...combinations of products and services for their individual situation... ...authority limit. Maintains up-to-date knowledge of account activity... ....) required Compensation Starting base salary: $71,869 - $114,7...SuggestedImmediate start$70k - $82.5k
Axos BankTarget Range:$70,000.00/Yr. - $82,500.00/Yr.Actual starting pay will vary based on factors including, but not limited... ...and targets.About This JobThe Senior Treasury Management Client Services Associate delivers high-touch, white-glove support to a portfolio of...Work at officeLocal areaRemote work$70k - $80k
Your role Are you truly service oriented? Do you know how to take care of people? Responsibilities... ...keep management systems up-to-date with client information educate clients on account... ...designed for them. As a Client Associate, you’ll play an important role in client...Full timeWork at office$65.3k - $104.3k
...day-to-day interaction with clients of the Commercial, Specialty... ...combinations of products and services for their individual situation... ...authority limit. Maintains up-to-date knowledge of account activity... ...IT FOR YOU? Compensation Starting base salary: $65,296 - $104,3...Full timeImmediate startRemote work- ...Job Overview A law firm seeks a Private Client Services Associate in Los Angeles, California. This full-time, in-office position requires 5-9 years of experience and a strong interest in the private client services industry. Candidates must be licensed to practice in California...Full timeWork at officeFlexible hours
- ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...Immediate start
$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client...Work at office$52k - $67k
...Client Services Associate Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client...Full timeWork at office$85k - $110k
...Overview SENIOR CLIENT SERVICE ASSOCIATE — WEALTH MANAGEMENT Woodland Hills, CA | Onsite | Base $85–110K | Discretionary bonus We're recruiting on behalf of a well-established boutique RIA that is deliberately expanding its client service team. This is a net-new senior...Permanent employment$6,287.37 - $6,931.83 per month
...Outreach Opening Date: 05/07/2026 Closing Date: Continuous... ...student programs and services; provides work... ...in the preparation of surveys and analyze/compile... ...Education and Experience: Associate's degree or... ...is currently R 40. Starting salary: Step 1$6,287....SurveysTemporary workWork at officeLocal areaWork visaMonday to FridayFlexible hoursWeekend workAfternoon shift$34.32k - $90k
...Job Title Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at office$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$45k - $85k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office- ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...Work at officeLocal area
$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- Arthur J. Gallagher & Co. (AJG) in Glendale, CA is seeking a Client Associate who will support account teams in delivering exceptional service. You will learn about the employee benefits Client Service Cycle, participate in client interactions, and help maintain records...Work at office
- Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves responding to client inquiries, managing operations with a centralized team, and effectively communicating service updates to...Work at office
$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing comprehensive investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate...Permanent employmentWork at officeLocal area- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate will join a highly talented team of wealth management professionals that service the investment...Work at office
$80k - $95k
Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW’s alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries...Work at officeRemote work$70k - $80k
A leading financial services firm is seeking a Client Associate in Beverly Hills, CA to provide exceptional client service and support. The role involves maintaining client information, educating clients about services, and assisting in report preparation. Candidates should...Full timeWork at office$55k - $65k
...leading middle-market investment bank and full service broker‑dealer. With roots tracing back to 1881... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch...Local area$70k - $76k
A global wealth management firm in Beverly Hills, California seeks a Client Service Associate. In this full-time role, you will maintain client information, support preparation for meetings, and assist with marketing initiatives. The ideal candidate has a bachelor’s degree...Full timeFlexible hours$33.28k - $85k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area
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