Client Service Associate, Institutional

Added
17 days ago
Type
Full time
Salary
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Related skills

communication finance research lead generation business consulting

๐Ÿ“‹ Description

  • Understand clients' research questions and identify experts.
  • Find and recruit experts for client consultations.
  • Work with project managers to satisfy client project requests.
  • Use LinkedIn, press releases, and case studies to locate experts.
  • Screen experts for suitability and present profiles to clients.
  • Deliver timely insights to support clients' business decisions.

๐ŸŽฏ Requirements

  • Bachelor's degree with strong academic record.
  • Interest in finance, banking, or business consulting.
  • Ability to work in a fast-paced, results-oriented environment.
  • Excellent time management and organizational skills.
  • Outgoing personality with ability to speak with people at all professional levels.
  • Comfort with outreach responsibilities including LinkedIn messaging and calls.

๐ŸŽ Benefits

  • 15 PTO days, 10 holidays, and sick days.
  • Comprehensive medical, dental, and vision plans.
  • 401(k) match up to 10% of contributions.
  • Commuter benefits and corporate discounts.
  • LinkedIn Learning development opportunities.
  • Casual work environment, team building, and social events.
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