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$80.1k - $128.16k
...stronger community of associates united by our mission.... ...every day: Integrity, Client Focus, Diverse Perspectives... ...as a Private Client Service Associate at Capital Group... ...documentation is up to date.Responsible for all... ...posting and you’re ready to start the candidate journey...SuggestedFull timeTemporary workLocal areaFlexible hours- 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
$70k - $80k
...invested has a job to do for our clients. That's why we are committed... ...As a member on the Client Services team, you'll play a pivotal role... ...EdelmanFinancialEngines.com. © 2026 Edelman Financial Engines,... ...November 2018. For the same survey, FEA received a precombination...Surveys$96k - $127k
...0 years, we’ve helped clients access knowledge on demand... ...to grow fast , our Associate role at Third Bridge... ...launchpad . As a Client Services Associate, you’ll... ...pick up the phone and start conversations with anyone... ...including content library, surveys, advisory, as well as...SurveysWork experience placementInternshipWorldwideFlexible hours$77k - $102k
...Associate Position at Third Bridge Third Bridge is a... ...0 years, we've helped clients access knowledge on demand... .... As a Client Services Associate, you'll develop... ...pick up the phone and start conversations with anyone... ...including content library, surveys, advisory, as well as...SurveysWork experience placementInternshipWorldwideFlexible hours$85k - $90k
...Client Service Associate Our client is an SEC-registered RIA based in Burbank, CA, managing over $400 million in assets for approximately 4... ...within and we mean it. Several members of our leadership team started in client service roles at this firm. We are looking for...Full timeSummer workWork at office$70k - $80k
Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hours$18 - $19 per hour
...Overview Provides office, mail, and customer service support. Handles mail distribution,... ...Bonuses: Are available for employee and client referrals for current employees. Benefit... ...for an expected minimum of 5 days from the date it is posted. The posting may remain open...Full timeTemporary workPart timeImmediate start- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private... ..., coordinating with FAs/PWAs/teams, and maintaining up-to-date knowledge of policies and platforms. #J-18808-Ljbffr...
- ...the 14th year in a row (2013-2026)! This prestigious award announced... ...in a comprehensive workplace survey, where employees are asked to... ...IN ENGLISH/SPANISH STARTS 9/14/26 FOR PAID TRAINING IN GLENDALE... ...an industry leading member service experience. Ensures prompt and...SurveysFull timeWork at office
$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$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...Work at office$20 - $27 per hour
...Premier Client Services Manager We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under... ...training with three years of customer service experience. Or Associate's degree in related field with two years of customer service...Work at office- ...Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services. This role serves as a key point of...Remote work
$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work at office- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness....Remote workWork from home
$80k
...Client Services Associate Location: Santa Monica, CA Schedule: 100% in-office, MondayFriday, 8:00 a.m.5:00 p.m. Compensation: $80K+ Base salary, commensurate with experience, plus competitive benefits and eligibility for bonus opportunities Gerber Kawasaki is one...Work at office$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$20 - $30 per hour
...Senior Client Services Associate East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational...Flexible hours$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$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, the role builds trusted relationships. The candidate will have strong interpersonal skills to...Temporary workWork at officeLocal area- UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs),...Work at office
$34.32k - $90k
Job DescriptionPOSITION SUMMARYRegistered 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...Temporary workWork 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
$34.32k - $90k
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area$85k - $105k
Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent... ...traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and...Work at officeLocal area$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
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