Current jobs related to Client Service Associate - Dallas - Third Bridge
-
Client Services Associate
4 weeks ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
-
Client Services Associate
1 month ago
Dallas, Texas, United States HFS Wealth Management Full time{"h1": "Client Services Associate", "p": "At HFS Wealth Management, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service and support to our clients. Your primary responsibilities will include addressing external and internal...
-
Client Services Associate
1 month ago
Dallas, Texas, United States HFS Wealth Management Full time{"Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Key responsibilities include executing service requests, maintaining portfolio data, managing client data in CRM, preparing custodian...
-
Client Services Associate
1 month ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
-
Client Service Associate
1 month ago
Dallas, United States Stifel Financial Full timeUnder immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, w Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail
-
Client Services Associate
3 weeks ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
-
Client Services Associate
2 weeks ago
Dallas, United States EQ Wealth Advisors Full timeCompany Description EQ Wealth Advisors is a financial counseling firm that prioritizes emotional intelligence and eliminates the burdens of wealth management. Our goal is to provide clarity and valuable insights to our clients so they can make smart decisions about their finances and focus on living a great life. Our clients are family-oriented,...
-
Client Services Associate
1 month ago
Dallas, United States HFS Wealth Management Full timeJob Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team...
-
Client Services Associate
1 month ago
Dallas, United States HFS Wealth Management Full timeJob SummaryThis is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team...
-
Client Service Associate
4 weeks ago
Dallas, Texas, United States Stifel Financial Full timeJob SummaryAs a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors with client account management and administrative tasks. This is an excellent opportunity to develop your skills and contribute to the success of our team.Key ResponsibilitiesAssist Financial Advisors with client account opening and...
-
Client Service Associate
3 weeks ago
Dallas, Texas, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the opening and maintenance of client accounts and records.Key ResponsibilitiesPerform clerical functions related to opening...
-
Client Service Associate
2 weeks ago
Dallas, Texas, United States Amegy Bank Full timeClient Service Associate Job DescriptionAt Amegy Bank, we're committed to delivering exceptional service to our customers. As a Client Service Associate, you'll be the face of our bank, providing personalized support and assistance to our clients.Key Responsibilities:Provide full-service banking by accurately processing financial transactions and maintaining...
-
Client Service Associate
3 weeks ago
Dallas, United States Stifel Financial Full timeDescription Summary Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...
-
Client Service Associate
4 weeks ago
Dallas, United States Stifel Financial Full timeSummary Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...
-
Client Service Associate
4 weeks ago
Dallas, Texas, United States BankTalent HQ Full timeClient Service AssociateAt BankTalent HQ, we're committed to delivering exceptional customer experiences. As a Client Service Associate, you'll play a vital role in providing top-notch service to our clients and customers at our banking center in Dallas, TX.Key Responsibilities:Process financial transactions accurately and efficiently, maintaining a high...
-
Client Service Associate
1 month ago
Dallas, Texas, United States Amegy Bank Full timeClient Service AssociateAmegy Bank is seeking a dynamic and customer-focused individual to join our team as a Client Service Associate to service our clients and customers at our Love Field Banking Center in Dallas, TX.Key Responsibilities:Provide full-service banking by accurately processing all financial transactions in a timely manner within established...
-
Client Service Associate
1 month ago
Dallas, Texas, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and administrative support to our clients and financial advisors.Key ResponsibilitiesAssist financial advisors with opening and...
-
Client Service Associate
1 month ago
Dallas, Texas, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our client services team, you will provide exceptional support to our Financial Advisors, ensuring seamless account opening and maintenance processes.Key ResponsibilitiesAssist Financial Advisors with client...
-
Client Services Associate
2 weeks ago
Dallas, Texas, United States HFS Wealth Management Full timeJob SummaryWe are seeking a highly skilled Client Services Associate to join our team at HFS Wealth Management. This is a full-time on-site role in our Dallas, TX office, where you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Execute service requests with precision and attention to...
-
Registered Client Service Associate
7 days ago
Dallas, United States Stifel Financial Full timeUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered, Associate, Service, Processing, Branch Manager, Retail
Client Service Associate
5 months ago
About Third Bridge
Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across eight offices.
Please note, in applying to this role you are not applying to be a Consultant. Third Bridge is a market-leading investment research firm, we orchestrate and create research for our clients. This role is an Associate in Third Bridge and you'll be working with our Consulting Clients.
What is Consulting?
Our consulting clients work on behalf of large companies (e.g. Fortune 500’s) or institutional investors and support them by doing deep dive research to provide guidance on their corporate strategy or investment decisions. The insights they get through our experts and content are the backbone of the recommendations they deliver to their clients.
Associate, Consulting
As an Associate in our Consulting business, you’ll have opportunities to work with the top management consulting firms in the world. They will trust in you for access to the most relevant experts and research content, which you are responsible for identifying and recommending to them throughout their project lifecycles. To do so you'll gather a unique set of stakeholder management skills that will help you deliver excellent results for both clients and experts. The projects can be complex, but the impact is meaningful - every day you will get to hear directly from your clients, experts and colleagues about the difference you have made.
The hats you will wear:
- Business driver: understanding excellent client servicing in a highly competitive market and how your work impacts revenue growth. Work with your team to execute strategies for the accounts you are responsible for.
In practice: on every project, you will have an opportunity to drive performance by delivering on client requests. Each client and expert interaction is an opportunity to bring in revenue and build your book of business.
- Problem solver: Consulting clients count on us for their research needs, it’s our job to execute on their requests for experts.
In practice: you will search for and vet experts to support your clients at each stage of their research. They operate under very tight deadlines that we have to match with urgency, but not at the expense of quality.
- Player & coach: We operate as one team, both within your individual team and within the US Consulting business at large. One day, you will be leading the charge, and another you’ll be supporting your peers.
In practice: you will be asked to train and develop the people around you, both on your team and those you’re working with on client requests. You will also receive lots of hands-on training and coaching yourself. We are a feedback-centric culture, and value effective communication.
- Research partner: Throughout their research, clients rely on us to think as an extension of their team.
In practice: there will be times where we need to think outside the box and offer solutions that bridges their knowledge gaps, quickly. You’ll also need occasionally to go above and beyond to ensure a smooth partnership with your clients.
Discover More
Curious about our Private Equity and Public Equitiy & Credit verticals? Check them out and decide which feels right for you. Focusing on an asset type allows our Associates to speak our clients’ language and intricately understand how they operate.
QualificationsAreas that play to your strengths:
- You must be able to deliver high quality and high volume work on a deadline. You will be working on lots of workstreams simultaneously, but that energizes you - you have the ability to multitask and remain organized, collaborating with others. Consultants are working to make decisions quickly, so the ability to be efficient with your time is key. When your client relies on us for help at off hours, or your expert is in a different time zone, you strive to support - your hours vary according to the client project you are involved in, but you prefer that to a routine job. Each day will look different, and that’s what makes the job interesting.
- The Founder’s Mentality completely resonates with you, as this approach is part of our DNA. Each day and each deliverable is a chance to go above and beyond for your expert, client, team, and prove that you’re the best of the best.
- You’re competitive with a drive towards excellence, as you will be held towards both qualitative and quantitative performance measures. Consulting firms work with many of our competitors, and you’re focussed on setting yourself apart and have them rely on you as a trusted, true partner. You’re also resilient and are able to roll with the punches even when clients go in another direction, and commit to challenges as opportunities to learn and grow.
- You’re a clear communicator who can create the right narrative to share your ideas with a wide range of people, such as introducing our products and services to new clients and experts. You always look for the most efficient way to get things done, rather than the path of least resistance - for example you pick up the phone to get an answer to your questions straight away, rather than send an email and wait for a reply. Cold calling doesn’t phase you - what matters to you is to get results, and fast.
- Your attitude is to roll up your sleeves and you enjoy being in the thick of the action together with others. It matters a great deal to you to understand how your performance ranks against your own potential and against others, so you continuously seek feedback to make sure you can be at the top of your game. One of your clients preferring a competitor over you is not an acceptable state of affairs for you - you’re relentless in getting the data points you need to adjust your approach until you are their number one. With the skills gained on the job (hard skills are getting displaced by machines), you aspire to a future as a high EQ business leader.
Additional Information
What our people love about being Associates in Consulting Clients:
- Being surrounded by people they not only enjoy working with, but who also challenge and support them from the peer level up through senior management.
- Owning individual responsibilities to grow our business, while also being in a team-oriented environment and working closely with their peers.
- Consultants truly lean on Third Bridge for their research, whether for strategy consulting or diligence work. Our clients are appreciative of and value our support and partnership.
- Getting to dip their toes into every imaginable industry under the sun, and getting exposed to a variety of individuals with unique perspectives and backgrounds.
- Building strong relationships both internally and externally create significant opportunities for professional development.
- We win together as a team.
Thrive at Third Bridge
Expect your total first-year compensation to be in excess of $70,000, including bonus. Beyond pay, you can expect clear performance goals and to be recognised for your contributions. After ~2 years of strong results you could transition from being an individual contributor to managing your own team and P&L - a huge career milestone. Depending on your aspirations, you could also progress to a role in Sales, Product, or opportunities across our organisation.
We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits:
- Salary: Competitive base salary of $60,000 with access to our uncapped bonus scheme after just 1 month. Plus an increase of $5,000 on your base salary upon performance milestone achievement (average timeframe is within the 1st year).
- In Year 1, an average performer can expect to earn at least $70,000 OTE but our top performers make more
- Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
- Learning: personal development allowance of $1,150 per year
- Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield - Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.
- Future and family: 401K matching up to 5% of your base salary, life insurance, a longterm disability policy dependent care FSA and pet insurance
- Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays'
- Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more
- Social: weekly optional social gatherings, daily breakfast and snacks, social events
- ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
- Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events