What are the responsibilities and job description for the Client Services Associate position at Career Group?
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!
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Salary : $135,000 - $200,000