97 Client Associate Jobs in New York, NY
Capvision is Hiring a Client Associate Near New York, NY
About Capvision:
Capvision is a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our goal is to provide clients with the necessary tools to gain the right insights for their research objectives. To achieve this, we conduct expert interviews, industry research, business consulting, marketing surveys, and in-person/remote conferences.
The start date for this role will be on or before March 2024
Why Join Us?
A career in our Research practice will provide you the opportunity to help institutional investors and management consultants discover new insights and make cutting edge business decisions by connecting them with industry subject matter experts for 1-1 discussions. As part of our team, you will develop a deep understanding of a client's underlying research interest and build a knowledge base of multiple industries.
No two days are the same at Capvision. At one moment you will be assisting a hedge fund's research into the European airlines market by recruiting an industry expert in the space. At the next you will be working alongside a global management consulting firm and speaking to a former c-suite executive from a Fortune 10 company who can provide insights into the United States eCommerce and Grocery Delivery space.
Does this sound interesting to you?
Client Associate - Job Responsibilities
- Client Associates are key project managers, responsible for end to end project management, delegating tasks to team members, and directing client communications
- Client Associates are key decision-makers in expert selection, driving success through understanding client pain points, conducting cursory industry research, formulating and executing on sourcing strategies, and delivery of qualified experts, advisors, and consultants to influence client research
- Ensure team members are contributing to projects and achieving key measurable project-based goals
- Directly contribute to strategy and company growth through building and managing client relationships and training junior team members
- Collaborate with Account Management, Sales, Compliance, and International teams to ensure client engagement growth
- You will lead the charge in developing screening criteria and questions, as well as sourcing strategies to deliver qualified consultants, experts, and advisors to clients, based on client briefs and instructions
- Capvision Client Associates exercise discretion and independent judgment with respect to matters of significance and have direct impact on business operations of Capvision, Capvision Experts, and Capvision Clients
- Client Associates will work directly with Capvision Experts and have autonomy to negotiate and settle expert consultation rates
Qualifications
- Strong academic background gained in any undergraduate degree
- 8 months of working experience at a expert network/primary research firm, agency recruiting firm, or consulting/management consulting firm
- Fluent in English. Fluency in additional languages is a strong plus
- Direct experience in stakeholder management with junior team members
- Ability to flourish in a KPI driven environment
- Excellent interpersonal, written, and verbal communication skills
- Strong time management skills and ability to set own schedule without falling behind on tasks
- Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively
- Ability to thrive in a collaborative, team environment
- An energetic self-starter with an entrepreneurial mindset who can learn quickly and actively seeks out new business opportunities
- Openness to being mentored and given constructive feedback
- Mature, professional, self-assured, presentable, humble, confident are just a few of the words to describe successful Client Associates
- Eligible to work in the US, including F-1 visa holders with Optional Practical Training (OPT) status of at least 2 years
Benefits Compensation
- Competitive compensation and bonus program, commensurate with your experience level. Base salary of $68,500 and an annual bonus target of $13,000 (paid monthly and uncapped!) - All in first year target compensation of $84,500 with an uncapped bonus potential
- Paid vacation, sick days, and company holidays
- Healthcare, vision, and dental plans
- 401k program with guaranteed company contribution
- Tax-free commuter benefits program
- Very fast paced and motivated culture
- Casual work environment
- Monday breakfast, weekly happy hours and events, free snacks and coffee/tea
- Mobile phone reimbursement
- Monthly commuting stipend
Job Summary
Full Time
Business Services
$62k-81k (estimate)
01/18/2024
06/08/2024
capvision.com
SAINT-MARC-SUR-MER, PAYS DE LA LOIRE
500 - 1,000
2006
VINCENT PAIRE
<$5M
Business Services
Related Companies
The job skills required for Client Associate include Organizational Skills, Time Management, Client Relationship, Verbal Communication, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Associate positions, which can be used as a reference in future career path planning. As a Client Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Associate. You can explore the career advancement for a Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
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Provide support to client with product and account needs.
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Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
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Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
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Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
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Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
01/19/2022: Everett, WA
A good client associate enhances the client's experience by servicing and providing operational and administrative support.
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Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
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Developed new client on-boarding process to ensure a consistent and optimal client experience.
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Step 3: View the best colleges and universities for Client Associate.
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