Client Service, Senior Associate (Consulting/Institutional)

Added
4 hours ago
Type
Full time
Salary
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📋 Description

  • Coordinate client requests and scope changes.
  • Recruit experts for private calls and surveys.
  • Match clients with experts via Guidepoint CRM.
  • Develop screening criteria and ensure client compliance.
  • Collaborate with Sales and Relationship teams to optimize service.
  • Coordinate cross-office handoffs across time zones.

🎯 Requirements

  • Bachelor’s or Master’s degree.
  • 2+ years of professional experience.
  • Attention to detail; follow multi-thread client emails.
  • Sense of urgency; thrive in fast-paced environments.
  • Process-oriented; manage multiple projects across offices.
  • Advanced professional communication with clients and consultants.

🎁 Benefits

  • 15 PTO days, 10 holidays, and sick days.
  • Comprehensive medical, dental, and vision plans.
  • 401(k) with company match and related benefits.
  • Commuter benefits and corporate discounts.
  • Development opportunities via LinkedIn Learning.
  • Casual work environment with team events and snacks.
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