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- 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
$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$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$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 Services Associate is responsible for providing exceptional...Full timeWork at officeRemote work$265k - $320k
An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate...Full time$79k - $99k
...Location: Woodland Hills, CA Work Arrangement: In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following: Works on a team to provide accounting services for clients from a multi-faceted...Work at officeLocal areaVisa sponsorship- ...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...
$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...Full timeWork 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$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$55k - $75k
...Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with... ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for...Immediate start$80k
...Client Services Associate Location: Santa Monica, CA Schedule: 100% in-office, Monday–Friday, 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 officeMonday to Friday$265k - $320k
...Job Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los Angeles. This is an exceptional opportunity for an attorney interested in sophisticated estate planning, wealth...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hours- ...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...Work at officeLocal 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...Work at office- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$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$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) 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
$96k - $127k
Third Bridge is looking for a Client Services Associate based in Los Angeles, California. This role offers a career launchpad for ambitious individuals who thrive in fast-paced, target-driven environments. As an Associate, you will engage industry experts to deliver insights...- 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
$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- ...enthusiasm for helping our clients, taking care of... ...customer service while maintaining... ...Client Investment Associate in J.P. Morgan Wealth... ...and providing up-to-date information and... ...within 60 days of starting in the role as a condition... .... Full timePosting Date: 2026-04-13
- Third Bridge is seeking a Client Services Associate in a fast-paced, high-energy environment. You will find, call, and engage industry experts to deliver insights for clients, often under tight deadlines. You’ll develop commercial awareness and business acumen, with opportunities...
$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- 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...
- 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
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