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... ...seamlessly and quickly. The Survey Associate position is a key enabler... ...process-oriented, client-servicing environment Superior...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- 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
$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...SuggestedTemporary workLocal areaFlexible hours$34k - $90k
Private Wealth Management Senior Registered Client Service Associate Beverly Hills, California, United States of America May 29, 2026 $34K - $90K POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial...SuggestedTemporary workWork at officeLocal area$20 - $23 per hour
We are looking for a full‑time Client Service Associate (Teller) to provide top‑notch customer service to our clients and customers at our Gardena... ...- Friday Benefits Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave...Hourly payFull timeWork experience placementLocal areaMonday to FridayFlexible hours$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$100k - $120k
...investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional consulting, cash management, and a broad suite of advisory...Permanent employmentWork at officeLocal areaWork from home$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$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- ...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...Work at office
- ...Description FCTI is a leading ATM Network and service provider. The Nation's Largest Banks,... ...approach reduces the cost and hassle associated with maintenance, cash management, ATM... .... Summary: FCTI is seeking an Client Services Associate who has a passion for...Contract workWork experience placementWork at officeLocal area
$45k - $65k
...Job Summary Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and... ...with customers. Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver...Work experience placementWork at office$34.32k - $90k
...Job Description 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...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
...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$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior 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...Work at office$45k - $65k
...Client Service Associate Advise clients about a range of banking products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances. Have direct contact with customers. Celebrating...Work experience placementWork at office$19 - $20 per hour
...Client Service Associate The anticipated base salary range for this position is $19 to $20 hourly. Exact salary depends on several factors such as experience, skills, and budget. What You'll Be Responsible For: The Client Service Associate will provide best in...Hourly payTemporary workLocal areaRemote workFlexible hours$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- ...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 - $65k
...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881... ...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- ...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... ...Client Support Specialist is responsible for providing exceptional service to our clients and their co‑workers. They work collectively...Work at officeLocal areaFlexible hours
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- Capital Group in Los Angeles is looking for a Private Client Service Associate to manage client inquiries and ensure exceptional service. In this role, you will coordinate between clients and internal teams to meet client needs efficiently. The ideal candidate has a Bachelor...Flexible hours
- Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
$96k - $127k
Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...$96k - $127k
...0 years, we've helped clients access knowledge on demand... ...to grow fast , our Associate role at Third Bridge... .... As a Client Services Associate, you'll develop... ...pick up the phone and start conversations with anyone... ...content library, surveys, advisory, as well as...SurveysWork experience placementInternshipWorldwideFlexible hours$105k - $120k
...base salary + benefits About Our Client: Our client is a growing, high-touch... ...will play a central role in keeping client service, investment operations, and alternative... ...professional who enjoys owning processes from start to finish. A portion of the position...Flexible hours$23 per hour
...Full-Time Client Services Associate - Flex Support SAGE Counseling is looking for a Full-Time Client Services Associate - Flex Support position. This is a Full-Time FLEX SUPPORT position with consistent hours with the opportunity to work across multiple offices....Full timeWork at officeMonday to ThursdayFlexible hours
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