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Career Source Group, LLC
Client Services AssociateCareer Source Group, LLC • Westport, CT, United States
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Client Services Associate

Client Services Associate

Career Source Group, LLC • Westport, CT, United States
30+ days ago
Job type
  • Full-time
Job description

Client Services Associate

A premier investment firm is seeking a high-energy, logistics-obsessed Associate to serve as the operational 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 You'll 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. We've seen great success with candidates from:
  • Event Management & Logistics
  • Executive or Administrative Support
  • Project Management
  • Investor Relations

Please submit your resume to apply! We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here.

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Client Services Associate • Westport, CT, United States

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