client service associate

Raymond James

<div>Job Description Summary
Job Description
<h2 class="jobSectionHeader">Job Summary
</h2>Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
<h2 class="jobSectionHeader">Essential Duties and Responsibilities
</h2><ul><li>Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
</li></ul><ul><li>Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
</li></ul><ul><li>With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
</li></ul><ul><li>Opens new client accounts and researches client and security information using internal databases and other technologies.
</li></ul><ul><li>For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
</li></ul><ul><li>Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
</li></ul><ul><li>Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
</li></ul><ul><li>Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
</li></ul><ul><li>Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
</li></ul><ul><li>May enter orders at the direction of the Financial Advisor.
</li></ul><ul><li>Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
</li></ul><ul><li>Performs other duties and responsibilities as assigned.
</li></ul>Knowledge of
<ul><li>Company&rsquo;s working structure, policies, mission, and strategies.
</li></ul><ul><li>General office practices, procedures, and methods.
</li></ul><ul><li>Investment concepts, practices and procedures used in the securities industry.
</li></ul><ul><li>Financial markets, products and industry regulations.
</li></ul>Skill in
<ul><li>Client Relationship Management (CRM) software, or similar contact management software.
</li></ul><ul><li>Excel, including developing spreadsheets as needed and for ongoing reporting.
</li></ul><ul><li>Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
</li></ul>Ability to
<ul><li>Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
</li></ul><ul><li>Analyze and research account information.
</li></ul><ul><li>Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
</li></ul><ul><li>Identify time sensitive items and assess competing priorities.
</li></ul><ul><li>Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
</li></ul><ul><li>Handle stressful situations and provide a high level of customer service in a calm and professional manner.
</li></ul><ul><li>Analyze problems and establish solutions in a fast paced environment.
</li></ul><ul><li>Use mathematics sufficient to process account and transaction information.
</li></ul><ul><li>Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
</li></ul><ul><li>Work both independently and as part of a cohesive team.
</li></ul><ul><li>Provide a high level of customer service.
</li></ul>Education/Previous Experience
<ul><li>High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
</li></ul>Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Certifications
Travel
Less than 25%
Workstyle
Resident
<div>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
 
 
We expect our associates at all levels to:
 
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1</div>

Client Service Associate

Coldstream Wealth Management

<div>Job Description: 
Are you looking for an opportunity to assist wealth management teams with projects, training resources, and Salesforce (CRM) enhancements? A behind-the-scenes position creating efficiencies and lending support to client-facing team members? If so, our Centralized Client Service Specialist position may be the perfect fit for you!
Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle). We have a hybrid work environment (in office two days a week, unless there are meetings that require us to come in additional days) and work 7:00am - 4:00pm minus lunch daily.
Coldstream is an employee-owned, independently operated wealth management firm that&rsquo;s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. For more on Coldstream, please visit www.coldstream.com.
The CCS Specialist reports to the Director of Client Service.
Specific responsibilities include:<ul><li>
Assist with onboarding and training new team members in software programs managed by CCS, including Salesforce, Calendly, DocuSign, Fidelity&rsquo;s Wealthscape, Schwab Advisor Center, and Sharefile</li><li>
Recommend and implement best practices regarding systems and processes to maximize efficiency and consistency, reduce errors, and maintain high quality of information</li><li>
Facilitate CCS team meetings and cross-departmental meetings, including drafting agendas and creating and presenting PowerPoint presentations</li><li>
Collaborate with other departments to complete projects that impact the larger client service group across our 11 wealth management teams, such as:
<ul><li>Investigating and documenting custodian updates and technology enhancements</li><li>
Updating CRM processes</li><li>
Documenting best practices</li><li>
Creating and distributing training materials in writing, video, or live meetings</li></ul></li><li>
Assist with the administrative aspects of alternative investments</li><li>
Serve as subject matter expert regarding client service processes and best practices, including answering ongoing questions, troubleshooting, resolving issues, providing guidance regarding complex scenarios, and ensuring consistency across all wealth management teams</li></ul> 

Experience and Skills:<ul><li>
2+ years of client service experience in the wealth management industry (preferably in an RIA)</li><li>
Experience with Salesforce CRM and/or Tamarac is strongly preferred; Fidelity and/or Schwab experience is a plus</li><li>
A Bachelor&rsquo;s degree</li><li>
Excellent communication, facilitation, and organizational skills</li><li>
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint</li><li><ul><li>
Excel proficiency to include pivot tables, lookups, and conditional formulas; experience with data cleaning and analysis is a plus at hire but will be expected within 6 months.</li><li>
Microsoft Office Specialist: Excel (Associate/Expert) is valued but not required at hire; we encourage and support pursuit of this certification and will require it within 12 months (or equivalent in-house Excel training)</li></ul></li><li>
Experience with Salesforce CRM and/or Tamarac is strongly preferred; Fidelity and/or Schwab experience is a plus</li><li><ul><li>
Preferred Salesforce experience includes updating records, running reports, and building dashboards; familiarity with data quality best practices is a plus.</li><li>
Within 3 months, you will be expected to achieve &quot;Adventurer&quot; Rank in Salesforce</li><li>
Salesforce Administrator certification is valued but not required at hire; this will be expected within 18 months (or demonstrate equivalent hands-on experience by building reports, dashboards, and maintaining data quality in Salesforce)</li></ul></li></ul> 

Job Benefits:
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We&rsquo;ve created a full benefits package that focuses on the growth, health, and wellness of our team members:
<ul><li>Pay: Competitive base salary plus annual bonus</li><li>
Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance</li><li>
401(k): 100% company match up to 4% of your annual pay</li><li>
Stock: Opportunity to purchase equity and become an owner of the firm</li><li>
Paid Time Off: 16-26 days per year - plus 10 holidays and an extra paid day off each year to do volunteer work</li><li>
Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program</li><li>
Parking: Heavily subsidized parking or transit pass</li><li>
Wellness reimbursement</li><li>
Paid sabbaticals every 10 years and anniversary bonuses every 5 years</li></ul>
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $65k and $75k, plus an annual bonus and a generous benefits package.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members&rsquo; perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best. 
 
From: Coldstream Wealth Management</div>

Centralized Client Service Associate

Oppenheimer Holdings

<div>Who We Are:
Oppenheimer &amp; Co. Inc. (&ldquo;Oppenheimer&rdquo;) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity &amp; fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer &amp; Co. Inc.&rsquo;s Private Client Division is currently seeking a Client Service Associate for their Greensboro branch office.
The primary responsibilities are to support the Financial Advisor in sales, marketing and day-to-day operations of a growing wealth management practice. This involves servicing clients, scheduling meetings, managing databases and calendars, preparing presentations and general organizational support. 
The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings.
Responsibilities:
<ul><li>Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations</li>
<li>Become proficient in account documentation, data entry to open/close/ modify accounts, and handle the movement of securities and funds</li>
<li>Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments</li>
<li>Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts</li>
<li>Database and calendar management for the Financial Advisor and the Team&rsquo;s calendar,</li>
<li>Comfortable with Client interaction and service</li>
<li>Perform special projects as assigned</li>
</ul>
Skills/Requirements:
<ul><li>Bachelor&rsquo;s degree required</li>
<li>Strong organizational and people skills</li>
<li>2+ years working in financial services, accounting firm, law firm or related industry</li>
<li>Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint and able to quickly learn internal computer programs.</li>
<li>Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner</li>
<li>Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)</li></ul></div>

Client Service Associate (Greensboro, NC)

Bristal Lane Group

Do you thrive on keeping things organized while also bringing creative ideas to life? We&rsquo;re looking for a Client Service &amp; Marketing Associate who can balance the precision of client account servicing with the creativity of marketing our business.This role is ideal for someone who enjoys detail-oriented work but also wants to play a key part in shaping our firm&rsquo;s brand and visibility.Responsibilities:Client Service<ul><li>Prepare, process, and track account paperwork (new accounts, transfers, rollovers, beneficiary updates, etc.).</li><li>Handle client account servicing requests such as address changes, contributions/distributions, and RMDs.</li><li>Maintain accurate and up-to-date client records in the CRM system.</li><li>Monitor workflows and ensure tasks are completed on schedule.</li><li>Communicate with custodians to resolve service-related issues.</li><li>Provide administrative support to the advisor team as needed.</li></ul>Marketing Support<ul><li>Keep office social media accounts active and up to date.</li><li>Assist with drafting and posting client communications, newsletters, and announcements.</li><li>Identify opportunities for the firm to market in the community (events, sponsorships, partnerships, networking opportunities).</li><li>Help coordinate client appreciation events and other outreach activities.</li></ul>Qualifications<ul><li>Strong attention to detail and organizational skills.</li><li>Ability to follow established processes and handle sensitive information with discretion.</li><li>Proficiency with Microsoft Office; experience with CRM systems preferred.</li><li>Comfort with social media platforms (LinkedIn, Facebook, Instagram) and basic content creation.</li><li>Prior experience in financial services operations or marketing support is a plus but not required.</li></ul>Compensation &amp; Benefits<ul><li>Competitive salary ($40,000&ndash;$60,000 based on experience).</li><li>PTO, retirement plan participation, and professional development opportunities.</li><li>A collaborative team environment where your contributions make a difference.</li></ul>If you&rsquo;re motivated by accuracy, efficiency, and professionalism, and want to grow your career in a client-focused financial advisory firm, we&rsquo;d love to hear from you!Job Type: Full-timePay: $40,000.00 - $60,000.00 per yearBenefits:<ul><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Work Location: In person

Client Service & Marketing Associate

<div><div>This role is based at our Mumbai office at BKC. Candidates from Mumbai may apply. The role follows a hybrid model of working (3 days work from office and 2 days work from home)

Job Summary:

Overview of the Role: Client Solutions

GLG is the world&rsquo;s leading B2B platform connecting professionals with expertise. We connect thousands of clients to the largest global network of subject-matter experts across every sector. We bring the power of insight to every great professional decision.

GLG is seeking Associates who are excited to learn and excel at best-in-class client service in a strong performance-driven, merit-based, and team-oriented environment.

Associates are the engine driving GLG&rsquo;s Insight Network &ndash; the world&rsquo;s largest and most varied source of first-hand expertise. The Associate role involves fast-paced communication, working directly as thought partners with leading professionals across industries for client deliverables.

Associates should have a natural curiosity, strong critical thinking skills, and a competitive spirit to win for clients. Armed with those qualities, you&rsquo;ll go through our robust onboarding and training programs so that you can grow and hone the skills needed to succeed in your role. Over time, basis consistent performance, you will be owning the project lifecycle, speaking frequently with leading clients and experts &ndash; all while receiving continued coaching and mentoring from your team to help you develop top-tier project management and communication skills.

Key Associate Responsibilities Include (but are not limited to):
<ul>
<li>Recruiting new experts to join GLG&rsquo;s insight network through targeted lead generation and timely outreach by phone, email, and other methods.</li>
<li>Scheduling and confirming critical calls and meetings between GLG&rsquo;s clients and Network Members, including scheduling all calls with your new recruits.</li>
<li>Collaborating closely with client-facing team members to expand projects and rescope of recruiting populations to drive successful client outcomes.</li>
<li>Building your understanding of client strategies, various industry sectors, and value chains to identify and vet the best experts for client projects.</li>
<li>Learning and upholding our compliance policies and procedures to protect the integrity of client engagements.</li>
<li>Proactively engaging with GLG&rsquo;s Network Members to understand their expertise and gauge their fitment for client projects.</li>
</ul>
As an Associate, You Will Learn To:
<ul>
<li>Excel in a phone based and highly challenging environment that demands attention to detail and prioritization of various workflows and execution on multiple projects at the same time.</li>
<li>Recruit and vet new relevant experts to the GLG Network, building your lead generation, outreach, screening and pitching skills.</li>
<li>Develop strong, transferable business skills, including communication, time management, negotiating, problem solving, project management, research and the ability to achieve monthly/quarterly targets.</li>
<li>Collaborate with colleagues on and across both regional and global teams to contribute to revenue and broader commercial success.</li>
<li>Mentor future GLG Associates as you become tenured and proficient in your role.</li>
</ul>
Ideal Candidates Have:
<ul>
<li>Bachelor&rsquo;s degree or higher (required)</li>
<li>6 months to 2 years of work experience in recruitment, internet/market research, outreach, partnership, client-facing, sales, or account management roles</li>
<li>Excellent communication skills and fluency in written English</li>
<li>Confident and strong communication (oral and written), interpersonal &amp; problem-solving skills and motivation to work on the phone daily with Network Members and potential recruits.</li>
<li>Eagerness to learn about new topics, industries, and companies.</li>
<li>Desire to work in a fast-paced, collaborative, team environment where we strive to provide an excellent experience for experts and clients.</li>
<li>Hustle and tenacity to work responsibly and manage multiple, simultaneous tasks and prioritize effectively, given that client priorities shift quickly at GLG.</li>
<li>High motivation to exceed personal weekly, monthly, and quarterly commercial targets.</li>
<li>Willingness to work flexible and extended hours (including evenings and some holidays) based on client needs and expectations
</li><li>Demonstrate the ability and initiative to handle increasing responsibility over time</li>
</ul>
<div>About GLG / Gerson Lehrman Group

GLG is the world&rsquo;s insight network. Our clients rely on GLG&rsquo;s global team to connect with powerful insight across fields from our network of approximately 1 million experts (and the hundreds of new experts we recruit every day).

We serve thousands of the world&rsquo;s best businesses, from Fortune 500 corporations to leading technology companies to professional services firms and financial institutions. We connect our clients to the world&rsquo;s largest and most varied source of first-hand expertise, including executives, scientists, academics, former public-sector leaders, and the foremost subject matter specialists.

GLG&rsquo;s industry-leading compliance framework allows clients to learn in a structured, auditable, and transparent way, consistent with their own internal compliance obligations and the highest professional ethical standards. Our compliance standards are a major competitive differentiator and key component of the company&rsquo;s culture.

To learn more, visit www.GLGinsights.com.

Gerson Lehrman Group, Inc. (&ldquo;GLG&rdquo;) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.</div></div></div>

Associate, Client Solution

GLG Srl

<div>This role is based at our Mumbai office at BKC. Candidates from Mumbai may apply. The role follows a hybrid model of working (3 days work from office and 2 days work from home)

Job Summary:

Overview of the Role: Client Solutions

GLG is the world's leading B2B platform connecting professionals with expertise. We connect thousands of clients to the largest global network of subject-matter experts across every sector. We bring the power of insight to every great professional decision.

GLG is seeking Associates who are excited to learn and excel at best-in-class client service in a strong performance-driven, merit-based, and team-oriented environment.

Associates are the engine driving GLG's Insight Network &ndash; the world's largest and most varied source of first-hand expertise. The Associate role involves fast-paced communication, working directly as thought partners with leading professionals across industries for client deliverables.

Associates should have a natural curiosity, strong critical thinking skills, and a competitive spirit to win for clients. Armed with those qualities, you'll go through our robust onboarding and training programs so that you can grow and hone the skills needed to succeed in your role. Over time, basis consistent performance, you will be owning the project lifecycle, speaking frequently with leading clients and experts &ndash; all while receiving continued coaching and mentoring from your team to help you develop top-tier project management and communication skills.

Key Associate Responsibilities Include (but are not limited to):
<ul>
<li>Recruiting new experts to join GLG's insight network through targeted lead generation and timely outreach by phone, email, and other methods.</li>
<li>Scheduling and confirming critical calls and meetings between GLG's clients and Network Members, including scheduling all calls with your new recruits.</li>
<li>Collaborating closely with client-facing team members to expand projects and rescope of recruiting populations to drive successful client outcomes.</li>
<li>Building your understanding of client strategies, various industry sectors, and value chains to identify and vet the best experts for client projects.</li>
<li>Learning and upholding our compliance policies and procedures to protect the integrity of client engagements.</li>
<li>Proactively engaging with GLG's Network Members to understand their expertise and gauge their fitment for client projects.</li>
</ul>
As an Associate, You Will Learn To:
<ul>
<li>Excel in a phone based and highly challenging environment that demands attention to detail and prioritization of various workflows and execution on multiple projects at the same time.</li>
<li>Recruit and vet new relevant experts to the GLG Network, building your lead generation, outreach, screening and pitching skills.</li>
<li>Develop strong, transferable business skills, including communication, time management, negotiating, problem solving, project management, research and the ability to achieve monthly/quarterly targets.</li>
<li>Collaborate with colleagues on and across both regional and global teams to contribute to revenue and broader commercial success.</li>
<li>Mentor future GLG Associates as you become tenured and proficient in your role.</li>
</ul>
Ideal Candidates Have:
<ul>
<li>Bachelor's degree or higher (required)</li>
<li>6 months to 2 years of work experience in recruitment, internet/market research, outreach, partnership, client-facing, sales, or account management roles</li>
<li>Excellent communication skills and fluency in written English</li>
<li>Confident and strong communication (oral and written), interpersonal &amp; problem-solving skills and motivation to work on the phone daily with Network Members and potential recruits.</li>
<li>Eagerness to learn about new topics, industries, and companies.</li>
<li>Desire to work in a fast-paced, collaborative, team environment where we strive to provide an excellent experience for experts and clients.</li>
<li>Hustle and tenacity to work responsibly and manage multiple, simultaneous tasks and prioritize effectively, given that client priorities shift quickly at GLG.</li>
<li>High motivation to exceed personal weekly, monthly, and quarterly commercial targets.</li>
<li>Willingness to work flexible and extended hours (including evenings and some holidays) based on client needs and expectations
</li><li>Demonstrate the ability and initiative to handle increasing responsibility over time</li>
</ul><div>
About GLG / Gerson Lehrman Group

GLG is the world's insight network. Our clients rely on GLG's global team to connect with powerful insight across fields from our network of approximately 1 million experts (and the hundreds of new experts we recruit every day).

We serve thousands of the world's best businesses, from Fortune 500 corporations to leading technology companies to professional services firms and financial institutions. We connect our clients to the world's largest and most varied source of first-hand expertise, including executives, scientists, academics, former public-sector leaders, and the foremost subject matter specialists.

GLG's industry-leading compliance framework allows clients to learn in a structured, auditable, and transparent way, consistent with their own internal compliance obligations and the highest professional ethical standards. Our compliance standards are a major competitive differentiator and key component of the company's culture.

To learn more, visit www.GLGinsights.com.

Gerson Lehrman Group, Inc. (&quot;GLG&quot;) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.</div></div>

Reticula

<div>
 
 Are you ready to be part of a groundbreaking venture in the expert network industry? Reticula, a dynamic and ambitious expert network firm, is seeking a highly motivated and talented individual to join our team as an Expert Network Associate.
 
 
 
 
 
 About Us:
 
 
 Reticula is a new player in the expert network space, founded by a team of experienced professionals who have a deep understanding of the industry. Our mission is to connect businesses with top-tier experts across various domains, providing invaluable insights and strategic guidance through micro-engagements.
 
 
 
 
 
 Job Description:
 
 
 As an Expert Network Associate on the Client Service Team, your primary role will be to serve as a knowledge broker between our clients and industry experts. You will collaborate closely with clients to understand their knowledge gaps and identify experts who possess the most relevant experience and knowledge to address them.For instance, one day you may be connecting a private equity firm with experts who can provide insights into the 5G developments in North Africa. On another day, you might assist a strategy consultancy firm in researching functional chemicals and materials used in banknotes and security papers or on a project about human microchip implants. Or Escape Rooms market in Lithuania. There are many different industries to discover. To excel in this position, you will need to think critically and swiftly, conduct comprehensive research on various industries and companies, and identify experts who are best suited to address our clients&rsquo; specific needs. You will dedicate a significant amount of time to reaching out to potential experts through phone and email, assessing their expertise and determining whether they possess the relevant knowledge required.
 
 
 
 
 
 With the ability to manage multiple client projects concurrently, you will quickly develop essential skills in:
 
 <ul>
 <li>
 Sales, time management, prioritization, negotiation, and professional communication.
 </li>
 <li>
 Identifying and recruiting subject matter experts in specific industries and domains.
 </li>
 <li>
 Conducting in-depth research and due diligence to ensure the quality and expertise of potential experts.
 </li>
 <li>
 Managing and coordinating expert engagements, including scheduling calls and meetings.
 </li>
 <li>
 Providing excellent client service and ensuring client satisfaction throughout the engagement process.
 </li>
 <li>
 Collaborating with the team to develop and implement strategies to grow our expert network and client base.
 </li>
 <li>
 Keeping up-to-date with industry trends, news, and market developments to stay ahead of the competition.
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in a relevant field (Business, Economics, Engineering, Social Sciences,etc.). 0-2 years of experience.
 </li>
 <li>
 Prior experience in the expert network industry or a related field is not required, but a strong passion for connecting people with expertise is essential.
 </li>
 <li>
 Excellent communication and interpersonal skills.
 </li>
 <li>
 Strong research and analytical abilities.
 </li>
 <li>
 Proven ability to multitask and prioritize effectively.
 </li>
 <li>
 Self-motivated, detail-oriented, and able to work independently.
 </li>
 <li>
 Proficiency in English is a must for effective communication with our global client base and experts around the globe.
 </li>
 <li>
 Any additional language is also a plus (German, Italian, French)
 </li>
 </ul>
 
 
 
 
 
 Location: Our office is located in the heart of Moda, Kadikoy.
 
 
 
 
 
 
 
 What are we offering:
 
 
 <ul>
 <li>
 Fast Promotion Scheme (9 months for the right candidates)
 </li>
 <li>
 Opportunity to have a team to manage in the early stage of your career.
 </li>
 <li>
 Interacting with C-Level executives globally from day 1.
 </li>
 <li>
 Working with a multinational team.
 </li>
 <li>
 Getting training from experienced executives from the industry.
 </li>
 </ul>
 
 
 
 
 
 Bare in mind that we are a global company having employees in the UK, Italy, Portugal alongside Turkey. Most of our clients are from abroad, not Turkey. So please apply If you fully want to surround yourself with a global environment and grow with us ambitiously.
 
 
 
 
 
 
 
 How to Apply:
 
 
 
 
 If you are excited about being part of a pioneering venture and have a passion for connecting people with expertise, we would love to hear from you. Please submit your resume, along with a brief cover letter outlining your relevant experience and why you are interested in joining Reticula.Reticula is an equal opportunity employer. We value diversity and strive to create an inclusive and supportive work environment for all employees.
 
 
 
 
 
 
 
 Please note that only shortlisted candidates will be contacted.
 
 
 
 
 
</div>

Research Associate - (English Speaking)

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