Client Service Associate
$77k - $102kHackajob
Associate Position at Third Bridge Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics. For nearly 20 years, we've helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies. Start dates: August 3rd & September 8th Why Join Us? Want to accelerate your career in a high-energy, commercial role? If you're competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move. We're offering more than a role - we're offering a career launchpad. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership, research and so much more. We promote from within, and our top performers move into management in as little as two years. You'll thrive if you: Love a fast-paced, target-driven environment Have the confidence to pick up the phone and start conversations with anyone Are naturally curious, quick to learn and love to solve complex problems Build rapport fast and think on your feet Are resilient and motivated to exceed goals What You'll Do You'll be at the heart of our business - finding, calling, and engaging industry experts to deliver the insights our clients need, often under extremely tight deadlines. Expect to spend much of your day on the phone, persuading specialists to share their expertise and securing their time for client calls. Day to day, you'll: Own projects end-to-end, truly understanding the specific client needs and scheduling high-calibre expert calls. Cold call and engage experts across industries, overcoming objections and winning buy-in Work at speed, managing multiple projects and clients at once Learn fast, gaining broad knowledge of markets, business models, and regulations Cross-sell the full range of Third Bridge services including content library, surveys, advisory, as well as 1-1 calls. What You'll Gain Commercial edge: Sales, negotiation, relationship-building skills and the opportunity to develop leadership skills very early in your career Client exposure: Work with leading private equity firms, hedge funds, and consultancies Clear progression: Every manager started in the Associate role; promotion possible within 2 years Annual Personal Development Allowance to invest in your growth What We're Looking For You're intellectually strong, you're ambitious, have leadership or extracurricular experience, and have shown grit through internships, work experience, or other achievements. Salary and Benefits Total first-year salary is expected to be $77,000-$102,000 (based on average-high performance). This is inclusive of a $60,000 base salary plus an uncapped performance bonus accessible after your first month. Enjoy comprehensive benefits including health, dental, vision, 401K matching, and more. Appreciate good work-life balance with 15+ vacation days, flex days, and work from anywhere for one month per year. Be part of our engaging culture with social events, professional development, and a dynamic, supportive team. Would you like to learn more about our Associate position? Take our free virtual job simulation and learn what it is like to work in this role. Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.
- ...- so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient... ...are delivered on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys...SuggestedTemporary workSummer workLocal areaRemote work
- ...Job Description: Our client is a boutique wealth management firm serving high-net-worth families with complex financial lives. We're hiring a Client Service Associate to be the operational backbone of the firm. The person who keeps the back office running flawlessly...SuggestedWork at office
$100 per hour
...At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving... ...are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will...SuggestedWork at officeLocal areaRemote work- ...POSITION SUMMARY: Registered 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...SuggestedWork at officeLocal area
- ...removal and delivery of equipment Installing equipment on-site and make necessary adjustments Providing outstanding customer service to our clients Inventory management Demonstrates strong technical and customer relations skills Performs basic network connectivity /...SuggestedWork at office
$60k - $90k
...0,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate...Full time- ...At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving... ...We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will...Work at officeRemote work
$60k - $90k
...0,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate...Full time- ...Client Service Associate A leading global wealth management firm is seeking a client service associate to join its centralized team in Dallas, TX. This role supports ultra high net worth clients on the west coast and offers a long-term career path with opportunities for...Shift work
- ...meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
$19 per hour
...Client Service Associate National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers' evolving needs. We offer home, auto and accident and health insurance, as well as other specialty...Work at officeShift work- A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Dallas, TX. This role supports Ultra High Net Worth (UHNW) clients on the West Coast and offers a long-term career path with opportunities for continued learning...Permanent employmentTemporary workWork experience placementShift work
$60k
Third Bridge, a global research firm based in Dallas, seeks a Client Services Associate to connect with industry experts and help deliver essential insights to clients. This role involves cold calling, managing multiple clients, and promoting various Third Bridge services...$70k
Boutique Recruiting in Dallas, TX is seeking a Client Services Associate to serve as the operational backbone of the practice, handling client onboarding, account administration, correspondence, CRM activity and day-to-day service for high-net-worth clients. The role requires...- J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver client service and operational support for Private Client Advisors. You will assist on the book of business, processing requests, and providing timely...
- ...Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards... ...Qualifications 3+ years of experience in institutional client services or portfolio management support required. Bachelor's degree...Work at office
- Prairie Capital, part of Focus Financial Partners, seeks a highly motivated Client Service Associate to support advisors and serve sophisticated clients with investment analysis, wealth transfer planning, and family office administration. You will help with day-to-day...Work at office
$70k
Position Title : Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential Join a growing boutique wealth management firm where exceptional client service, precision, and ownership are at the center of everything you do. As the Client Services...Work at office- ...people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and... ...YOU WILL FULFILL YOUR POTENTIALWe’re looking for an Associate to be part of our best-in-class Service Team within...Work experience placement
- Job Summary & ResponsibilitiesPrime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients managing client relationships,...
$75k - $95k
...will act as a true financial partner to a diverse portfolio of clients - not just a preparer. If you thrive on advisory work, cloud technology... ...of deliverables.Identify opportunities to expand the scope of services where clients have unmet financial needs.What you needBachelor'...Full timeWork at officeRemote workFlexible hours- ...department. The role provides frontline help and assists Trust Officers with administrative duties for trust accounts, including regular client communications. The position emphasizes confidentiality, adherence to compliance training, and collaboration with officers to...
$77k - $102k
Join Third Bridge Group in Dallas as a Client Services Associate, where you’ll develop commercial awareness and business acumen. This fast-paced role involves engaging industry experts to provide valuable insights for clients. You'll own projects, cold call experts, and...- Description The Client Service Senior Associate -Corporate Mortgage Finance, is responsible for delivering high-quality client service and executing day-to-day operational activities across Mortgage Warehouse Lending and Mortgage Servicing Assets (MSA). This role ensures...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- Huntington Bancshares, Inc. in Dallas seeks a Client Service Senior Associate - Corporate Mortgage Finance to deliver high-quality client service and manage day-to-day operations for Mortgage Warehouse Lending and MSA, ensuring compliance with CMF policies and regulatory...Remote job
- Goldman Sachs is seeking an Associate for the Global Banking Markets Operations - RIA Custody Client Services in Dallas. You will join a client-focused service team supporting Registered Investment Advisors and partner across GSAS to deliver tailored solutions that drive...
- Goldman Sachs is seeking an Associate for the RIA Custody Client Services team within the Advisor Solutions business. You will deliver shared service across multiple B2B clients and ensure overall satisfaction of Registered Investment Advisor firms. You will help drive...
- Job Summary & Responsibilities Prime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients, managing client relationships,...
- Job Summary & Responsibilities Prime Services delivers financing, clearing, and risk management... ..., and OTC markets. Analysts and Associates serve as the primary point of contact for... ...accounting and operations professionals at these clients managing client relationships,...Full timeTemporary workWork at office
- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks... ...thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so...Work at office
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