Client associate • usa
We’re offering more than a role - we’re offering a.As a Client Services Associate, you’ll develop the.Are naturally curious, quick to learn and love to.Build rapport fast and think on your feet.Are...[internal_linking.show_more]
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...[internal_linking.show_more]
Client Associate – Wealth Management for Professional Athletes This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.S...[internal_linking.show_more]
Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team.In this role you will service increasingly complex, multigenerational families with significa...[internal_linking.show_more]
Client Solutions Project Coordinator.Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Ser...[internal_linking.show_more]
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfargojobs.Assist Finan...[internal_linking.show_more]
Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and liv...[internal_linking.show_more]
Location: Edmonton, AB, Canada Job Type: Permanent Date: 7/4/2022 Job ID: MJ88116774 Category: Accounting & Finance .Join a top employer and advance your career.Our client, in the wealth management...[internal_linking.show_more]
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...[internal_linking.show_more]
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]
Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch.In this team-critical role, yo...[internal_linking.show_more]
At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte...[internal_linking.show_more]
At Gallagher, we’re united by a commitment to doing things the right way—The Gallagher Way.As a Client Associate, you’ll play a key role in supporting our clients and internal teams.You’ll help ens...[internal_linking.show_more]
The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod.The Tactical Advisor leads the effort in performing and executing tasks and...[internal_linking.show_more]
Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[internal_linking.show_more]
Private Wealth Client Service Associate.The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business.The Associ...[internal_linking.show_more]
Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...[internal_linking.show_more]
Client Solutions Project Coordinator.Join a dynamic team at JPMorgan Chase, where your project coordination skills will help deliver innovative solutions for a diverse client base in Securities Ser...[internal_linking.show_more]
Why Join Us?
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
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.
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.
Key Words: Graduate Job, Graduate Scheme, Graduate Programme, Entry Level Job, Financial Services, Degree, Early Careers, Communication Skills, Problem-Solving Skills, Drive, Team Work, Management Consultancy Clients, Private Equity Firms Clients, Hedge Fund Clients, Investment Decisions, Cross-Sell, Expert Network, Client Services, Cold Call, Jobs in Dallas, DFW Jobs, April Dallas, May Dallas, August Dallas
