Client Services Associate

$135k - $200k

Career Group

Client Services Associate

A premier investment firm is seeking a high-energy, logistics-obsessed Associate to serve as theoperational heart of our Client Service team.

In this high-visibility role, you aren't just providing support; you are the "connective tissue" ensuring our world-class clients receive an unparalleled experience. You will field, coordinate, and execute everything moving in and out of a fast-paced, high-stakes environment.

Location: Westport, CT (Hybrid: 4 days onsite / 1 day remote).

Compensation & Benefits: $135,000 $200,000 (Includes base salary + discretionary target bonus) plus exceptional benefits package

What Youll Do

Drive Operations: Partner with Senior Client Advisors to translate business goals into an organized operational cadence.
Project Management: Orchestrate logistics for client events, global travel, and high-level presentations from concept to execution.
Client Interface: Serve as the first point of contact for sophisticated global institutional investors, handling inquiries with extreme professionalism.
Synthesize & Synchronize: Distill complex information for senior leaders, manage CRM data, and ensure the team is fully prepped for every interaction.
Problem Solve: Anticipate bottlenecks before they happen and turn ambiguity into action.

Who You Are

Operationally Excellent: You have "grit" and a track record of managing high-volume, complex workflows without dropping the ball.
Proactive & Flexible: You take ownership of your work. While standard hours are ~9:00 AM 5:30 PM, you have the flexibility to log in early or late to support global clients and meet deadlines.
Polished Communicator: You can navigate high-pressure situations with calm and professionalism.

Backgrounds That Excel Here

Financial services experience is a plus, but we value track record over industry . Weve seen great success with candidates from:

Event Management & Logistics
Executive or Administrative Support
Project Management
Investor Relations

Please submit your resume to apply!

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Vacancy posted 4 days ago

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