Client Protection Associate Job at AlphaSights (Hong Kong)

Client Protection Associate

AlphaSights provides global investment and business professionals with on-demand...

Location

Hong Kong , Hong Kong

Salary:

Not provided

AlphaSights

Expiration Date

Until further notice

Requirements

Bachelor's degree, with strong academic credentials in any field and noteworthy extracurricular leadership
0-2 years of work experience
preferred in related fields such as law, risk management, consulting, operations or compliance
Fluency in written and spoken English is a must
Work visa will be sponsored by the company if required

Job Responsibility

Monitor active projects to flag and mitigate potential risks
Provide guidance to delivery teams on the projects they are working on
Work with the rest of your regional and global team on long-term projects to anticipate, develop and set cutting edge industry standards in this rapidly growing sector
Collaborate with key internal stakeholders globally to drive progress, behavioral and procedural enhancements
Design and implement global operational policies and processes that protect our clients
Create and deliver tailored in-person and e-learning trainings to our delivery teams

Fulltime

Client Protection Associate

Client Protection is a dynamic and autonomous function designed to help our clie...

Location

Hong Kong

Salary:

Not provided

AlphaSights

Expiration Date

Until further notice

Requirements

Bachelor’s degree, with strong academic credentials in any field and noteworthy extracurricular leadership
0-2 years of work experience
preferred in related fields such as law, risk management, consulting, operations or compliance
Fluency in written and spoken English and Chinese is a must
Fluency in a relevant foreign language is a plus
Work visa will be sponsored by the company if required
Proficiency in Excel, PowerPoint and Word
Proficiency in SQL is a strong plus
Experience with multiple reporting mediums (e.g., Tableau, Periscope, etc.) is a plus

Job Responsibility

Monitor active projects to flag and mitigate potential risks
Provide guidance to delivery teams on the projects they are working on
Work with the rest of your regional and global team on long-term projects to anticipate, develop and set cutting edge industry standards
Collaborate with key internal stakeholders globally to drive progress, behavioral and procedural enhancements
Design and implement global operational policies and processes that protect our clients
Create and deliver tailored in-person and e-learning trainings to our delivery teams

Client Protection Associate

Client Protection is a dynamic and autonomous function designed to help our clie...

Location

Japan , Tokyo

Salary:

Not provided

AlphaSights

Expiration Date

Until further notice

Requirements

Bachelor’s degree, with strong academic credentials in any field and noteworthy extracurricular leadership
0-2 years of work experience
preferred in related fields such as law, risk management, consulting, operations or compliance
Fluency in written and spoken English and business Japanese is essential
Proficiency in Excel, PowerPoint and Word
Proficiency in SQL is a strong plus
Experience with multiple reporting mediums (e.g., Tableau, Periscope, etc.) is a plus

Job Responsibility

Monitor active projects to flag and mitigate potential risks
Provide guidance to delivery teams on the projects they are working on
Work with the rest of your regional and global team on long-term projects to anticipate, develop and set cutting edge industry standards
Collaborate with key internal stakeholders globally to drive progress, behavioral and procedural enhancements
Design and implement global operational policies and processes that protect our clients
Create and deliver tailored in-person and e-learning trainings to our delivery teams

Associate - Client Solutions Evening/Night Shift

GLG is the leading insights network, connecting our clients to the largest globa...

Location

India , Mumbai

Salary:

Not provided

GLG

Expiration Date

Until further notice

Requirements

Postgraduate / Graduate degree from a top-tier university
Has 1-3 years of work experience, ideally in B2B client servicing and business development roles.
Excellent communication and interaction skills, including demonstrated oral, written and presentation abilities in a business-focused setting using a variety of communication channels (telephone, e-mail, in-person, etc)
General understanding, awareness and interest in corporate, consulting, and financial markets.
Demonstrated entrepreneurial/leadership skills.
Experience interacting with senior executives
Ability to work effectively independently and/or collaboratively in a team
Ability to multi-task and prioritize effectively, while ensuring a high level of accuracy and attention to detail
Demonstrate the ability and initiative to handle increasing responsibility over time
Willingness to work flexible and extended hours basis business needs and client requirements

Job Responsibility

Learning GLG’s business processes and assisting with high-level project execution by identifying and engaging with top-tier professionals capable of providing valuable industry insights
Expand GLG’s expert network by identifying and recruiting new professionals through strategic lead generation and outreach via phone, email, and other channels.
Scheduling and confirming critical calls and meetings between GLG’s clients and Network Members, including scheduling all calls with your new recruits.
Learning and upholding our compliance policies and procedures to protect the integrity of client engagements.
Manage and grow client accounts by developing a strong understanding of their evolving priorities, ensuring seamless project execution, and identifying opportunities to strengthen relationships and expand business.
Building your understanding of client strategies, industry verticals, and value chains to effectively source and vet the most relevant experts for client projects
Coordinate and confirm key interactions between clients and GLG Network Members, ensuring timely and seamless communication.
Proactively engaging with GLG’s Network Members to assess their expertise and gauge their fit-on client projects.
Excel in a dynamic work environment, efficiently managing multiple projects simultaneously.
Develop a working knowledge of various industries to improve project and product service quality

Fulltime

Associate, Client Solutions

Gerson Lehrman Group is seeking a Senior Associate/Manager to support clients of...

Location

South Korea , Seoul

Salary:

Not provided

GLG

Expiration Date

Until further notice

Requirements

Bachelor’s Degree or more
Excellent communication skills and fluency in written English and Korean
Confident and strong communication (oral and written), interpersonal skills and motivation to work on the phone daily
Desire to work in a fast-paced, collaborative, team environment
Ability to work responsibly and manage multiple, simultaneous tasks and prioritize effectively
High motivation to exceed personal weekly, monthly, and quarterly commercial targets
Strong problem-solving skills
Ability to quickly digest and implement feedback and coaching
Eagerness to learn about new topics, industries, and companies

Job Responsibility

Supporting team members on various aspects of client projects and Network Member engagement
Recruiting new experts to join GLG’s insight network through targeted lead generation and timely outreach by phone, email, and other methods
Building your understanding of client strategies, various industry sectors, and value chains to identify and vet the best experts for client projects
Scheduling and confirming critical calls and meetings between GLG’s clients and Network Members, including scheduling all calls with your new recruits
Proactively engaging with GLG’s Network Members to understand their expertise and gauge their fit-on client projects
Collaborating closely with senior members to expand projects and rescope of recruiting populations to drive successful client outcomes
Learning and upholding our compliance policies and procedures to protect the integrity of client engagements

Fulltime

Senior Client Associate

The Savvy team is looking for an experienced Senior Client Associate who is read...

Location

United States

Salary:

70000.00 - 75000.00 USD / Year

Savvy Wealth

Expiration Date

Until further notice

Requirements

2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors
A high-energy, collaborative, and self-starter attitude
willing to roll up your sleeves and have an incredible ownership mentality
Excellent interpersonal and communication skills
Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents
Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once
Adept at quickly learning and adopting new technologies

Job Responsibility

Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships
Own best-in-class execution of all client tasks, requests and inquiries in a timely manner
Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience
Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers
Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks
Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more
Create and maintain client data in Salesforce and other systems
Ensure Savvy is adhering to all required compliance policies and procedures
Protect clients by maintaining confidentiality of all personal and financial information

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

Private Client Associate

Are you a skilled Private Client Associate seeking an exciting opportunity to jo...

Location

United Kingdom , East Sussex

Salary:

70000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Prior experience in Private Client work, encompassing Will drafting, estate administration, Trusts, and Court of Protection work
Proven time management skills and an understanding of the importance of client care
Ability to collaborate effectively within a team and provide support to junior members
Comprehensive understanding of the firm's strategy and vision
Keen awareness of the legal market to drive informed decision-making

Job Responsibility

Manage your own caseload
Contribute to the wider department's success
Uphold commitment to exceptional client care
Take on a diverse range of responsibilities within the Private Client Group
Manage your own financial targets, including fees and contributions
Lead marketing and business development efforts

What we offer

bonus
hybrid working
career progression

Fulltime

Private Client Associate Solicitor

An esteemed South Manchester law firm, recognized in both the Legal 500 and Cham...

Location

United Kingdom , Stockport

Salary:

45000.00 - 58000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified Solicitor with 3–6 years PQE in private client law
Demonstrated expertise in handling HNW or complex estates and trust work
Proactive team player with a commitment to delivering high-quality client service and fostering collaborative relationships

Job Responsibility

Manage a diverse caseload encompassing wills, trusts, probate, and Court of Protection matters
Provide expert legal advice on complex and high-value estates, ensuring meticulous attention to detail and adherence to best practices
Collaborate with colleagues to deliver exceptional client service, maintaining the firm's reputation for excellence in private client law

What we offer

28 days annual leave (plus bank holidays)
pension scheme
access to professional development resources

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Client Protection Associate

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