client support associate

S&P Global

<div><div><h1 class="jobSectionHeader">Associate, DMS Client Support</h1><ul><li>
 Islamabad, Pakistan
 </li><li>Operations Group
 </li><li>318738
</li></ul></div><div></div><div><h2 class="jobSectionHeader">Job Description 
</h2><div> 
<h1 class="jobSectionHeader">About The Role:</h1>
Grade Level (for internal use):
07
The Role: Associate, DMS Client Support
Grade (Relevant for internal candidates only) : 07
Location: Islamabad, PK 
The Team:
Joining a close-knit and professional team, you will gain broad knowledge within the financial world related to all asset classes including; Fixed Income, Commodities, Equities, etc. Moreover, you will get a grasp of different databases and our technical products. 
The Impact:<ul><li>
You will integrate into an all-star group and will make a significant impact.</li><li>
Your position will be meaningful as it is the link between the end-user and our products.</li><li>
Combining product expertise with a deep understanding of who our clients are and how they use our tools, you will be a consultant providing the best and most efficient way for our clients to achieve quality results.</li></ul> 
What&rsquo;s in it for you?<ul><li>
This position is an entry-level role with high-performance expectations. You will be working with multiple levels in the team.</li><li>
There is the potential for advancement, learning and overall career development depending on individual performance and company need.</li><li>
Due to frequent interactions with sales and product management, this is a highly visible role with high potential for growth outside the department as well.</li></ul> 
Responsibilities:
<ul><li>As an Associate in Enterprise Support, you will respond to inquiries for data-feed clients. You will be responsible for providing professional, timely, and quality support of our feed-based products.</li><li>
Have a deep understanding of investments, financial and accounting statements.</li><li>
Be willing and able to work closely with partners in a team-based environment.</li><li>
Have excellent interpersonal skills in order to effectively communicate client concerns and product related issues with all our departments. Being technologically savvy is also a plus.</li></ul>
What We&rsquo;re Looking For?
Someone who wants a meaningful position with high expectations, who can assimilate into a professional team environment, and make immediate, positive contributions and is not afraid to ask questions. 
Basic Qualifications:<ul><li>
Have a Bachelor&rsquo;s degree in Finance, Business, Accounting, Economics, or related field.</li><li>
Possess intermediate to Advanced MS-Excel experience</li><li>
Experience with Outlook, Word, and Powerpoint</li><li>
Knowledge of corporate accounting statements such as the income statement, balance sheet, and cash flow statement</li><li>
Excellent English communications skills</li><li>
Integrity, positive personality, and a desire to help people are all essential</li></ul> 
Preferred Qualifications:<ul><li>
Knowledge of investments including private equity, public equity, fixed income, ETF&rsquo;s, mutual funds, commodities, etc</li><li>
SQL experience and/or basic knowledge</li></ul>
About Us:
At S&amp;P Global Market Intelligence, we know that not all information is important&mdash;some of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction. 
S&amp;P Global Market Intelligence is a division of S&amp;P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/marketintelligence. 
About S&amp;P Global Market Intelligence 
 
At S&amp;P Global Market Intelligence, a division of S&amp;P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. 
 
For more information, visit www.spglobal.com/marketintelligence.
What&rsquo;s In It For You?
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology&ndash;the right combination can unlock possibility and change the world. 
 
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&amp;P Global we transform data into Essential Intelligence&reg;, pinpointing risks and opening possibilities. We Accelerate Progress. 
Our People:
We're more than 35,000 strong worldwide&mdash;so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. 
 
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We&rsquo;re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We&rsquo;re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values: 
Integrity, Discovery, Partnership 
At S&amp;P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. 
 
Benefits:
We take care of you, so you can take care of business. We care about our people. That&rsquo;s why we provide everything you&mdash;and your career&mdash;need to thrive at S&amp;P Global. 
 
Our benefits include:<ul><li>
Health &amp; Wellness: Health care coverage designed for the mind and body.</li><li>
Flexible Downtime: Generous time off helps keep you energized for your time on.</li><li>
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.</li><li>
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.</li><li>
Family Friendly Perks: It&rsquo;s not just about you. S&amp;P Global has perks for your partners and little ones, too, with some best-in class benefits for families.</li><li>
Beyond the Basics: From retail discounts to referral incentive awards&mdash;small perks can make a big difference.</li></ul>
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Global Hiring and Opportunity at S&amp;P Global:
At S&amp;P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&amp;P Global never requires any candidate to pay money for job applications, interviews, offer letters, &ldquo;pre-employment training&rdquo; or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.<div>
-
Equal Opportunity Employer
S&amp;P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.</div><div> 
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. 
 
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf</div><div>
-</div>
20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group) 
 
Job ID: 318738 
Posted On: 2025-08-12 
Location: Islamabad, Pakistan</div></div></div>

Associate, DMS Client Support

Candidzone

Client Relations AssociatePosition OverviewWe are looking for a proactive and client-focused Client Relations Associate to join our team. The successful candidate will be responsible for generating leads, cultivating potential clients, and maintaining strong relationships with both new and existing customers to support the overall profitability of the business. A background in corporate sales, business development, and marketing campaign execution is essential.Key Responsibilities<ul><li>Identify, qualify, and generate leads through targeted outreach and follow-ups</li><li>Maintain strong, long-term relationships with clients through consistent, high-quality service</li><li>Support the execution of sales and marketing strategies to attract new business opportunities</li><li>Collaborate with internal teams to ensure client needs are met and expectations exceeded</li><li>Track and manage client communications, feedback, and inquiries professionally</li><li>Assist in the planning and execution of corporate presentations, proposals, and campaigns</li><li>Monitor market trends and competitors to identify new opportunities</li></ul>Qualifications<ul><li>Graduate of any Bachelor&rsquo;s degree (preferably in Marketing, Business, or related field)</li><li>Minimum 2&ndash;3 years of experience in a similar or related position</li><li>Supervisory experience is an advantage</li><li>Strong background in corporate sales, business development, and marketing campaigns</li><li>Excellent communication and interpersonal skills</li><li>Professional demeanor with a customer-first mindset</li><li>Ability to work independently and as part of a team</li></ul>Preferred Attributes<ul><li>Familiarity with CRM systems and lead management tools</li><li>Strong organizational and multitasking skills</li><li>Analytical thinking and problem-solving ability</li></ul>How to ApplyInterested candidates are encouraged to submit their CVEmail id c.caren@candidzone.netWhatsapp Caren +97430662111Job Types: Full-time, Permanent

Hiring Now :- Client Relations Associate

AES International

<div>
 
 
 The Opportunity
 
 
 
 
 Are you someone who has a passion for leveraging your unique strengths and specialist talent to solve problems and create strong, trusted, and lasting relationships with clients and colleagues?
 
 
 
 
 
 
 AES is seeking a remarkable
 
 Client Services Associate
 
 for its Wealth Advice team in Dubai.
 
 
 
 
 
 A career with AES represents a commitment to disrupt the status quo of traditional finance and insurance and create
 
 posi+ive change
 
 in the world.
 
 
 
 
 
 AES Wealth pioneers the delivery of
 
 financial life management
 
 , systematic investment, and a unique human-centric model for serving globally minded, successful families. This means helping clients truly prosper and thrive in the different domains of life success.
 
 
 
 
 
 Within the Middle East, AES Health also offers deep benefits consulting to businesses looking for more than just basic insurance brokerage services.
 
 
 
 
 
 As the only certified fiduciaries in the AMEA region, clients turn to us for honest, impartial advice. We act as trusted guides &ndash; driven by purpose, not products &ndash; to achieve better results.
 
 
 
 
 
 
 Position overview
 
 
 
 In this role, you&rsquo;ll assist in the delivery of outstanding client-focused financial services. You&rsquo;d be in a non-advisory role whereby you&rsquo;ll participate in the client journey whilst assisting and being mentored by a Senior Associate. This will provide you with a clear pathway for further development to learn the company&rsquo;s processes and methodology, and ensure posi+ive outcomes. You&rsquo;ll need a bias towards action, the ability to work in a rapidly growing and evolving environment and a posi+ive &lsquo;can-do&rsquo; attitude.
 
 
 
 
 
 To be successful you&rsquo;ll require a desire to work within a thriving team environment and be excited by the missionary vocation of introducing fiduciary standards into the Middle East.
 
 
 
 
 
 We welcome misfits, round pegs in square holes, and those brave enough to embrace and evolve our highly differentiated approach.
 
 
 
 
 
 
 In this role you&rsquo;ll
 
 
 <ul>
 <li>
 Play a significant part in delivering positive client outcomes alongside the Senior Associate.
 </li>
 <li>
 Perform account opening and process business applications in an efficient manner to give the best possible client experience.
 </li>
 <li>
 Carry out daily, weekly, and monthly processes, investigating any exceptions or errors, and complete relevant control checklists.
 </li>
 <li>
 Correspond at a basic level (or under instruction for complex issues) with advisory teams to improve operating standards.
 </li>
 <li>
 Implement process workflows to support business activities and continuously review and simplify to enhance the user experience.
 </li>
 <li>
 Instruct and reconcile cash and asset transactions and address any issues.
 </li>
 <li>
 Ensure all documentation is completed accurately and compliantly.
 </li>
 <li>
 Accurately input data into CRM and trading systems.
 </li>
 <li>
 Carry out double checking/proof reading duties for colleagues to provide spectacular support.
 </li>
 <li>
 Locate basic issues and inform Line Manager with proposals for rectification where appropriate.
 </li>
 <li>
 Ad-hoc tasks and project work where required.
 </li>
 <li>
 Act on client/adviser instructions to assist with timely investment/transfer in line with client needs and expectations.
 </li>
 <li>
 Proactively work to ensure all clients receive an exceptional client experience and take appropriate action to drive positive client outcomes.
 </li>
 <li>
 Respond to client and/or adviser technical queries in a timely manner.
 </li>
 <li>
 Follow best execution, compliance guidelines, and operational procedures.
 </li>
 <li>
 Update internal system accurately and maintain any relevant financial data.
 </li>
 <li>
 Validate and reconcile the taking of fees.
 </li>
 <li>
 Check all client reporting documents that are issued to ensure clarity, compliance, and accuracy, including annual reports, contract notes, and ad hoc valuations.
 </li>
 </ul>
 
 
 
 
 
 What you'll bring
 
 
 <ul>
 <li>
 1 - 3 years of experience in a similar role within a similarly-minded firm, demonstrating your deep understanding of the role and its demands.
 </li>
 <li>
 Ideally, experience with Salesforce, coupled with an excellent working knowledge of Microsoft Office, enabling you to navigate essential tools efficiently.
 </li>
 <li>
 Experience in formulating/improving business processes and procedures.
 </li>
 <li>
 Strong organisational skills.
 </li>
 <li>
 Excellent communicative (written and oral) and interpersonal skills (presentational; listening; diplomacy; influencing).
 </li>
 <li>
 Proven record of delivering all work accurately, on time and to agreed standards
 </li>
 <li>
 Commitment to always act in the client&rsquo;s best interests.
 </li>
 <li>
 Growth mindset and posi+ive attitude.
 </li>
 <li>
 Highly team-oriented work aptitude.
 </li>
 <li>
 Self-motivated to complete responsibilities with limited supervision.
 </li>
 <li>
 Minimum of a degree or equivalent qualification.
 </li>
 <li>
 Ability to thrive within a posi+ive, candid, challenging and collaborative environment - encouraging others to develop ways to work with them with a 'How can WE&rsquo; mindset, increasing efficiency and effectiveness to better benefit our clients.
 </li>
 <li>
 Role model high standards and a drive for excellence.
 </li>
 </ul>
 
 
 
 
 
 What you&rsquo;ll get in return &ndash; culture and philosophy
 
 
 
 Since 2004, AES has been putting clients at the heart of everything. But the secret to the success of any organisation is its people, and that&rsquo;s why you'll find AES to be a great place to work, driven by a passion for creating an exceptional work environment.
 
 
 
 
 
 Our intention is to grow like other marketplace innovators and disruptors. This growth will give you accelerated personal and professional opportunity as well as a vocation.
 
 
 
 
 
 This will be a long journey.
 
 
 
 
 
 In the meantime, you&rsquo;ll find a culture where teams obsess about creating amazing results for our clients.
 
 
 
 
 
 We work hard and together and are the market-leading professionals in our chosen specialisms. You&rsquo;ll find investment in both your personal and professional development is a top priority for us.
 
 
 
 
 
 Here&rsquo;s what we do offer:
 
 <ul>
 <li>
 Higher purpose.
 </li>
 <li>
 The opportunity to be of service to others.
 </li>
 <li>
 A values-driven culture.
 </li>
 <li>
 The opportunity to advance your craft, progress and develop yourself.
 </li>
 <li>
 Stunning colleagues and a team-based approach.
 </li>
 <li>
 Collaborate, innovate, excel, and do the right thing while providing world-class service to our clients.
 </li>
 <li>
 Competitive salaries, comprehensive benefits, and opportunities for growth, while maintaining a posi+ive work-life balance.
 </li>
 </ul>
 
 
 
 
 You&rsquo;ll have the opportunity to learn from our team of experts, do impactful work, touch people&rsquo;s lives, and be a part of our unique culture. We take great care of the people who take care of our clients.
 
 
 
 
 
 
 Why join AES?
 
 
 
 AES is about creating Posi+ive Change. For you, for those you serve and for wider society. Our goal is to make a real difference in people&rsquo;s lives and our community. We&rsquo;re right for people who want a progressive, professional, highly challenging and rewarding long-term career &ndash; where you have the opportunity to control how far and fast you both grow and go.
 
 
 
 
 
 
 The process
 
 
 
 1) Submit your application.
 
 
 2) You&rsquo;ll be invited for an initial 45-minute interview with our HR team.
 
 
 3) Innermetrix and work-related assessments.
 
 
 4) 1-2 hour interview with the team leader.
 
 
 5) Final 30-minute culture fit interview with a senior leader.
 
 
 
 
 
 
 To expedite your application, please feel free to send us a brief 1-2 minute video introducing yourself and explaining why you're interested in this role. Email it to careers@aesinternational.com with the subject line: &ldquo;Your Name &ndash; Client Services Associate &ndash; Video Submission.&rdquo;
 
 
 
 
 
 
 
 If you&rsquo;re interested in working with us and think you and AES would be a right fit, then please get in touch.
 
 
</div>

Client Services Associate

CredibleCFO

Associate Accountant (U.S. Bookkeeping)The ideal candidate will have substantial exposure to monthly closing processes, forecasting and budgeting, and customer billing. They will be organized and approach each issue with an analytical mindset.Join a dynamic and growing team that&rsquo;s redefining excellence in bookkeeping and accounting services! At CredibleCFO, we provide world-class U.S. bookkeeping, tax filing, and financial management solutions for businesses of all sizes. Our mission is to empower businesses with clarity and precision in their financial journey.What We&rsquo;re Looking For:<ul><li>Accounting Skills: Preparing and analysing financial statements (U.S. GAAP). End to end bookkeeping of various clients, clearing of AR &amp; AP, preparation of projections and budgets for &quot;Restaurant Business&quot;.</li><li>Technical Skills: Candidates should be proficient in QuickBooks Online accounting software, and familiarity with other accounting software like Xero or Zoho Books, along with Excel and financial tools, is preferred.</li><li>Soft Skills: Excellent communication, problem-solving, and analytical abilities.</li><li>Experience: 2+ years of experience in U.S bookkeeping, accounting, or financial management, with a strong focus on U.S. accounting practices.</li><li>Education: CA- Articleship Completed, MBA in Finance, M.com/B.com with 2+years of U.S. Book-keeping Experience.</li><li>Teamwork: Managing finance and accounting teams effectively and providing mentorship and development opportunities for Associate staff.</li></ul>Responsibilities:<ul><li>Maintaining day to day accounting operations i.e., Categorization and Reconciliation of the Bank, credit card feeds Loans, Vendor, Customer and Ledger accounts. Review monthly Profit and Loss statement, Balance sheet, reconciliations and journal entries prepared by the team members for all Clients.</li><li>Review of financial statements and the general ledger on a monthly, quarterly, and annual basis.</li><li>Managing client calls regarding accounting inquiries.</li><li>Review internal control procedures and identify opportunities for improvement.</li><li>Reach out to the client to request the necessary information and clarifications in order to address and update all discrepancies.</li><li>Oversaw daily sales, managed receipts, and recorded entries, ensuring efficient record-keeping and distribution of the Excel sheet.</li><li>Processing and coding of accounts payable and accounts receivable in Bill.com.</li></ul>Job Type: PermanentJob Location: UdupiPay: As per Industry Standards.Job Type: Full-timePay: &#8377;10,092.74 - &#8377;16,731.40 per monthBenefits:<ul><li>Paid time off</li><li>Provident Fund</li></ul>Expected Start Date: 22/09/2025

Account Associate

GLG Srl

<div>About the role

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 &ndash; think top financial services firms, consultancies, and corporations &ndash; to connect them to the insight they need to get ahead.

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, apprenticeship, and training programs so that you can grow and hone the skills needed to succeed, including having agency over project delivery, client relationship-building, and expert engagement. In just a few months, 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.

Specific responsibilities include (but are not limited to):
<ul>
<li>Engaging with clients to build relationships, deliver tailored support, and deploy custom solutions that enable our clients to win</li>
<li>Owning client projects from start to finish &ndash; that includes scoping a project, searching for and/or recruiting the right expert(s), and delivering high-quality outcomes to both our clients and our experts</li>
<li>Collaborating with colleagues, your manager, and internal stakeholders to bring GLG's full product suite to the table so that we can maximize commercial outcomes, grow revenue, and ensure retention of existing accounts</li>
<li>Upholding GLG's compliance framework and embracing our company values</li>
</ul>
As an Associate, you will have the opportunity to:
<ul>
<li>Excel in a fast-paced, demanding, and highly collaborative environment with colleagues around the worlddummynbsp;</li>
<li>Develop and refine strong, transferable business skills, including client service, communication, negotiation, critical thinking, and project management</li>
<li>Cultivate account management and commercial skills through direct client relationship building and responsive service.</li>
<li>Collaborate with colleagues on and across both regional and global teams to contribute to revenue and broader commercial success.</li>
</ul>
An ideal candidate will have the following:
<ul>
<li>Bachelor's degree or higher (required)</li>
<li>0-3 years of work experience in client-facing, sales, or account management roles</li>
<li>Demonstrated critical thinking and creative problem-solving skills</li>
<li>Excellent communication and interpersonal skills, including comfort with phone-based outreach</li>
<li>Ability to work independently and collaboratively, in an ever-changing and fast-paced environment</li>
<li>Receptive to close coaching and feedback</li>
<li>Ability to multitask and prioritize effectively, while ensuring an attention to detail</li>
<li>Hustle and tenacity that drives you to go above and beyond to delight clients</li>
<li>Appreciation for data and understanding the numbers</li>
<li>The candidate must be Flexible to work during early morning, evening, or night shifts as our operations follow a 24/5 model, with each shift spanning 9 hours</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>

Associate, Client Solutions - (Flexible with shift timings)

<div><div>About the role

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 &ndash; think top financial services firms, consultancies, and corporations &ndash; to connect them to the insight they need to get ahead.

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, apprenticeship, and training programs so that you can grow and hone the skills needed to succeed, including having agency over project delivery, client relationship-building, and expert engagement. In just a few months, 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.

Specific responsibilities include (but are not limited to):
<ul>
<li>Engaging with clients to build relationships, deliver tailored support, and deploy custom solutions that enable our clients to win</li>
<li>Owning client projects from start to finish &ndash; that includes scoping a project, searching for and/or recruiting the right expert(s), and delivering high-quality outcomes to both our clients and our experts</li>
<li>Collaborating with colleagues, your manager, and internal stakeholders to bring GLG&rsquo;s full product suite to the table so that we can maximize commercial outcomes, grow revenue, and ensure retention of existing accounts</li>
<li>Upholding GLG&rsquo;s compliance framework and embracing our company values</li>
</ul>
As an Associate, you will have the opportunity to:
<ul>
<li>Excel in a fast-paced, demanding, and highly collaborative environment with colleagues around the world</li>
<li>Develop and refine strong, transferable business skills, including client service, communication, negotiation, critical thinking, and project management</li>
<li>Cultivate account management and commercial skills through direct client relationship building and responsive service.</li>
<li>Collaborate with colleagues on and across both regional and global teams to contribute to revenue and broader commercial success.</li>
</ul>
An ideal candidate will have the following:
<ul>
<li>Bachelor&rsquo;s degree or higher (required)</li>
<li>0-3 years of work experience in client-facing, sales, or account management roles</li>
<li>Demonstrated critical thinking and creative problem-solving skills</li>
<li>Excellent communication and interpersonal skills, including comfort with phone-based outreach</li>
<li>Ability to work independently and collaboratively, in an ever-changing and fast-paced environment</li>
<li>Receptive to close coaching and feedback</li>
<li>Ability to multitask and prioritize effectively, while ensuring an attention to detail</li>
<li>Hustle and tenacity that drives you to go above and beyond to delight clients</li>
<li>Appreciation for data and understanding the numbers</li>
<li>The candidate must be Flexible to work during early morning, evening, or night shifts as our operations follow a 24/5 model, with each shift spanning 9 hours</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 Solutions – (Flexible with shift timings)

CrewBloom

We are seeking a highly organized and detail-oriented Financial Support Associate to assist clients with financial transactions, inquiries, and account-related concerns. The ideal candidate will support financial advisors and internal teams in a variety of functions, including preparing financial reports, processing transactions, ensuring compliance with financial regulations, and maintaining accurate client records. This role requires strong communication, customer service skills, and a solid understanding of financial services.
 
Key Responsibilities: 
<ul>
<li>Assist clients with financial transactions, inquiries, and account-related concerns.</li>
<li>Support financial advisors or registered representatives in preparing reports, documentation, and client communications.</li>
<li>Process and track investment transactions, payments, and reconciliations.</li>
<li>Ensure compliance with financial regulations, including FINRA and SEC guidelines (if applicable).</li>
<li>Maintain and update client records, financial statements, and account data.</li>
<li>Handle client onboarding, including gathering necessary documentation and verifying financial details.</li>
<li>Assist in preparing financial reports, statements, and presentations for internal and client use.</li>
<li>Coordinate with internal teams for billing, invoicing, and account maintenance.</li>
<li>Stay up-to-date with financial products, services, and regulations to provide accurate support.</li>
<li>Identify and escalate financial discrepancies or issues to senior management.</li>
</ul>
Requirements: 
<ul>
<li>Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.</li>
<li>Experience in financial services, banking, or investment firms is a plus.</li>
<li>Strong proficiency in financial software, CRM tools, and Microsoft Office Suite.</li>
<li>Excellent communication and customer service skills.</li>
<li>High attention to detail and strong organizational abilities.</li>
<li>Ability to handle sensitive financial information with discretion.</li>
</ul>
Preferred Qualifications: 
<ul>
<li>Knowledge of investment products and financial regulations.</li>
<li>Experience working with brokerage firms, wealth management, or banking institutions.</li>
<li>Problem-solving skills and the ability to work in a fast-paced environment.</li>
<li>FINRA Series 7 and/or 63/66 licenses may be required, depending on the role and firm regulations.</li>
</ul>
Minimum Technical and Work Environment Requirements: 
<ul>
<li>Internet Connection:</li>
<li>Primary internet connection with a minimum speed of 15 Mbps.</li>
<li>Backup internet connection with at least 10 Mbps.</li>
<li>Backup connection must be capable of supporting work during a power outage.</li>
<li>Primary Device:</li>
<li>Desktop or laptop equipped with at least:</li>
<li>Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.</li>
<li>A minimum of 8 GB RAM.</li>
<li>Backup Device:</li>
<li>Must meet or exceed the performance of an Intel Core i3 processor.</li>
<li>Must be functional during power interruptions.</li>
<li>A functioning webcam.</li>
<li>A noise-canceling USB headset.</li>
<li>A quiet, dedicated home office space.</li>
<li>Peripherals and Workspace: A smartphone for communication and verification purposes.</li>
</ul>
Benefits: 
<ul>
<li>Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.</li>
<li>Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.</li>
<li>Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.</li>
<li>Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.</li>
<li>Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.</li>
<li>Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.</li>
</ul>

Financial Support Specialist

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