CrawlJobs Logo

Associate, Client Service

Greece, Athens · Job Posted February 18, 2026
Apply Position
Job Link Share

Job Description

The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,250,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines.

Job Responsibility

  • Operate in a sales role, identifying the best experts to join our network to provide consultation for client projects
  • Work with Project Managers and other team members across London and Dusseldorf to develop strategies for satisfying each client project request
  • Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
  • Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients

Requirements

  • Bachelor’s degree
  • Previous internship/volunteering/extracurriculars
  • Desire to work in a sales/lead generation role that is KPI and metrics-driven
  • Ability to work in a fast-paced, results-oriented environment
  • Excellent time management and organizational skills
  • Outgoing personality with the ability to speak with people at all professional levels
  • Intellectual curiosity and desire to learn
  • Excellent written and verbal communication skills in English
  • Demonstrated ability to work both individually and as part of an international team

What we offer

  • Competitive compensation
  • Private health insurance
  • Entrepreneurial environment, autonomy, and fast decisions
  • International exposure to the global Guidepoint service teams
  • Casual work environment
  • Summer and winter team events

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Associate, Client Service

8 matching positions

Associate, Client Service

The Client Service team connects Guidepoint’s clients with subject-matter expert...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
modoras.com Logo
Modoras Accounting Syd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree and a strong academic record required
  • Desire to work in a sales/lead generation role that is KPI and metrics-driven
  • Ability to work in a fast-paced, results-oriented environment
  • Excellent time management and organizational skills
  • Outgoing personality with the ability to speak with people at all professional levels
  • Intellectual curiosity and desire to learn
  • Excellent written and verbal communication skills
  • Demonstrated ability to work both individually and as part of a team
  • Fluency in English is a must
Job Responsibility
Job Responsibility
  • 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 Guidepoint 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 Guidepoint employees, offices, and Advisors
What we offer
What we offer
  • Competitive compensation
  • Employee medical coverage
  • Central office location
  • Entrepreneurial environment, autonomy, and fast decisions
  • Casual work environment
  • Built-in mentorship
  • Hands-on leadership
  • Career growth opportunities
  • Fulltime
Read More
Arrow Right

Associate, Client Service

The Client Service team connects Guidepoint’s clients with subject-matter expert...
Location
Location
Greece , Athens
Salary
Salary:
Not provided
modoras.com Logo
Modoras Accounting Syd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • Previous internship/volunteering/extracurriculars
  • Desire to work in a sales/lead generation role that is KPI and metrics-driven
  • Fluency in English and Italian
  • Ability to work in a fast-paced, results-oriented environment
  • Excellent time management and organizational skills
  • Outgoing personality with the ability to speak with people at all professional levels
  • Intellectual curiosity and desire to learn
  • Excellent written and verbal communication skills
  • Demonstrated ability to work both individually and as part of an international team
Job Responsibility
Job Responsibility
  • Operate in a sales role, identifying the best experts to join our network to provide consultation for client projects
  • Work with Project Managers and other team members across London and Dusseldorf to develop strategies for satisfying each client project request
  • Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
  • Identify the best leads and invite them to join our network to participate in consultations with our clients
  • Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients
What we offer
What we offer
  • Competitive compensation
  • Private health insurance
  • Entrepreneurial environment, autonomy, and fast decisions
  • International exposure to the global Guidepoint service teams
  • Casual work environment
  • Summer and winter team events
Read More
Arrow Right

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...
Location
Location
United States , San Francisco
Salary
Salary:
80000.00 - 100000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0–3+ years of financial services, client service, or wealth management experience
  • Strong communication skills and polished client presence
  • Highly organized, proactive, and thrives in a fast-paced environment
  • SIE / Series 7 / 66 preferred (or willingness to obtain)
  • Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus
Job Responsibility
Job Responsibility
  • Support an experienced Wealth Advisor team managing nearly $2B AUM
  • Drive a world-class client experience
  • Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management
What we offer
What we offer
  • 15% 401(k) contribution on TOTAL compensation
  • Bonus
  • Benefits
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • 401(k) plan (for contract/temporary professionals)
  • Fulltime
Read More
Arrow Right

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...
Location
Location
United States , San Jose
Salary
Salary:
80000.00 - 100000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0–3+ years of financial services, client service, or wealth management experience
  • Strong communication skills and polished client presence
  • Highly organized, proactive, and thrives in a fast-paced environment
  • SIE / Series 7 / 66 preferred (or willingness to obtain)
  • Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus
Job Responsibility
Job Responsibility
  • Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
  • Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management
What we offer
What we offer
  • Base + Bonus
  • 15% 401(k) contribution on TOTAL compensation
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • Enrollment in company 401(k) plan (for contract/temporary professionals)
  • Fulltime
Read More
Arrow Right
New

Senior Client Service Associate

Robert Half is partnering with a well-established and highly respected Wealth Ma...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of leadership experience within Wealth Management or Financial Services
  • Previous experience managing or mentoring a client service or operations team
  • Active Series 7 and Series 63 licenses required
  • Strong leadership, communication, and relationship-building skills
  • Executive presence with the ability to communicate effectively with Financial Advisors, C-suite executives, and high-net-worth clients
  • Excellent organizational, time management, and problem-solving abilities
  • Experience improving operational processes and driving team performance
  • Working knowledge of investment operations, brokerage products, and regulatory requirements
  • Proficiency with Microsoft Office Suite and Salesforce
  • Client-first mindset with a commitment to delivering exceptional service
Job Responsibility
Job Responsibility
  • Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture
  • Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience
  • Monitor team performance, identify opportunities for process improvement, and implement operational best practices
  • Partner with branch leadership on strategic initiatives, resource planning, and operational execution
  • Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence
  • Manage branch workflows, priorities, and operational resources to support business objectives
  • Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication
  • Support hiring, onboarding, coaching, and ongoing development of team members
  • Assist with budget oversight and branch operational planning
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right
New

Client Service Associate Director

A boutique wealth management firm is seeking a highly relationship-driven Client...
Location
Location
United States , Sacramento
Salary
Salary:
100000.00 - 130000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4–7+ years of wealth management, private wealth, family office, or related financial services experience
  • Proven experience supporting Ultra High Net Worth or complex family office relationships
  • Strong client relationship management skills with the ability to navigate sophisticated client needs
  • Exceptional communication, organizational, and problem-solving abilities
  • Bachelor's degree in Business, Finance, or a related field, or equivalent industry experience
  • Experience with wealth management technology platforms such as Addepar preferred
  • Familiarity with CRM and workflow management systems, including Salesforce and Asana, is a plus
  • Advanced proficiency with Microsoft Office applications
Job Responsibility
Job Responsibility
  • Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships
  • Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences
  • Manage complex client requests and act as the central point of communication across internal teams and external partners
  • Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism
  • Drive operational efficiency and ensure follow-through on all client-related initiatives
  • Partner closely with senior leadership on strategic client matters and process improvements
  • Take ownership of client outcomes and help strengthen long-term client retention and satisfaction
  • Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time
What we offer
What we offer
  • 15–30% discretionary bonus
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Client Service Associate

Looking to take your wealth management career beyond the traditional client serv...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–4 years of wealth management or family office experience
  • Experience supporting UHNW or family office clients in a white-glove environment
  • Strong organizational skills with exceptional attention to detail
  • Entrepreneurial mindset, intellectual curiosity, and a desire to grow
Job Responsibility
Job Responsibility
  • Work directly with ultra-high-net-worth families on complex investment operations
  • private investments
  • financial administration
  • tax coordination
  • and family office initiatives
What we offer
What we offer
  • Competitive Base
  • Discretionary Bonus (15–30%)
  • Unlimited PTO
  • 401(k) Match
  • Free online training
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • Access to top jobs
  • Fulltime
Read More
Arrow Right

Client Service Associate | Wealth Management

A growing boutique wealth management firm is looking to add a Client Service Ass...
Location
Location
United States , San Carlos
Salary
Salary:
75000.00 - 115000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1–5 years of experience within an RIA, brokerage, or family office
  • Strong organizational skills and attention to detail
  • Positive, proactive mindset with a desire to grow in wealth management
Job Responsibility
Job Responsibility
  • Support client onboarding, account opening, and ongoing account servicing
  • Prepare materials for client meetings and assist with follow-up tasks
  • Coordinate with custodians and client partners such as accountants and attorneys
  • Assist with financial planning support and client communications
  • Maintain accurate client records and manage workflows within CRM systems
  • Fulltime
Read More
Arrow Right