Client Services Associate
Location : Dallas, TX | Onsite
COMPENSATION & SCHEDULE
- Base : $60,000
- Bonus : Up to $10,000 (uncapped potential)
- Full-Time | W2 | Start Dates : January 2026
ROLE IMPACT
Launch your career at the intersection of global finance and strategic intelligence. As a Client Services Associate, you'll connect top-tier investors with industry experts—helping shape high-stakes investment decisions while developing core business and sales skills that accelerate your career trajectory.
KEY RESPONSIBILITIES
Source, vet, and engage subject-matter experts for real-time client consultationsManage fast-paced projects and deliver expert insights under tight deadlinesExecute high-volume cold calls and client outreach to meet connection targetsLearn and navigate diverse industries, financial markets, and business modelsBuild relationships across consulting, hedge fund, and private equity clientsMINIMUM QUALIFICATIONS
Bachelor’s degreeDemonstrated leadership, extracurricular, or entrepreneurial initiativeClear and confident communicator with strong phone presenceResilient, curious, and excited to work in a competitive, client-driven environmentCORE TOOLS & SYSTEMS
CRM and pipeline management systemsMarket research tools and internal compliance systemsSalesforce and other outreach platformsPREFERRED SKILLS
Sales or recruitment internship experienceForeign language or international exposureKnowledge of financial services or global marketsBENEFITS & CULTURE
Medical, dental, vision, and 401(k) match15+ PTO days, flexible leave, and remote flexibilityAnnual Personal Development AllowanceFast-track promotionLEGAL NOTICE
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