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OVERVIEW:
The Client Service team is the backbone of our company’s success. The team is responsible for efficiently delivering our company’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. Your role will focus on researching industries relevant to client project requests and recruiting elite subject matter experts into our network to ensure the right connection is made. After you master these core skills of recruiting and connecting Advisors with clients, you will gain additional exposure to more complex project and client relationship management as you grow your career here and move into Research Manager and Project Manager roles. Come work with us to deliver the best service in the industry and help our clients make some of the most important business decisions in today’s economy.
WHAT YOU’LL DO:
Review and analyze client research requests and use a range of resources to identify the most relevant subject matter experts across geographies, industries, and topics for each project
Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the our company's network by effectively communicating why their expertise is a good match for the specific project you’re working on
Screen experts for their suitability for specific client projects and create professional profiles for client consideration
Operate with a teamwork mentality that leads to building and maintaining strong relationships with other employees, offices, and Advisors
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