CrawlJobs Logo

Research Associate - Financial Officers Practice

kernel-global.com Logo

Kernel

Location Icon

Location:
United Kingdom , London

Category Icon
Category:
Human Resources

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

The Research Associate will play a critical role in supporting the Managing Director and wider team in delivering high-quality executive search assignments within the Financial Officers practice. This position involves managing the initial brief conversations, conducting comprehensive research, preparing reports, and acting as a key liaison with clients throughout the search process.

Job Responsibility:

  • Participate in initial client briefing sessions and capture detailed requirements
  • Conduct market mapping and talent identification across financial leadership roles
  • Build and maintain candidate profiles, organizational charts, and market intelligence reports
  • Prepare research summaries, candidate longlists, and progress reports for client updates
  • Support consultants with pitch materials and client deliverables
  • Maintain accurate data in CRM systems and ensure compliance with GDPR and internal standards
  • Act as a point of contact for client queries related to research and reporting

Requirements:

  • Bachelor’s degree or equivalent relevant experience
  • Strong analytical and research skills with strong attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage multiple projects and deadlines in a fast-paced environment
  • Familiarity with executive search tools (LinkedIn Recruiter, CRM systems)
  • Professional, client-focused approach with discretion and integrity
What we offer:
  • Clear progression pathways
  • Commitment to learning and development
  • Best-in-class on-the-job training
  • Supportive, collaborative environment
  • High-performance incentives such as lunch clubs, international trips, regular team socials, flight vouchers
  • Private healthcare cover
  • Mental health support
  • Flexible work arrangements allowing option to work four days in the office

Additional Information:

Job Posted:
January 16, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Kernel - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Research Associate - Financial Officers Practice

Client Service Associate

Under direct supervision, uses intermediate skills obtained through experience a...
Location
Location
United States , Lakewood Ranch
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • One (1) or more years securities industry or related work experience preferred
  • Knowledge of company’s working structure, policies, mission, and strategies
  • Knowledge of general office practices, procedures, and methods
  • Knowledge of investment concepts, practices and procedures used in the securities industry
  • Knowledge of financial markets, products and industry regulations
  • Skill in Client Relationship Management (CRM) software, or similar contact management software
  • Skill in Excel, including developing spreadsheets
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Ability to operate standard office equipment and using required software applications
Job Responsibility
Job Responsibility
  • Service 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
  • Work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • Process client financial transactions and financial advisor and branch office expenses and expense reports
  • Open new client accounts and research client and security information using internal databases and other technologies
  • Ensure client paperwork and documentation is accurate and correct prior to submission and processing
  • Prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Assist Financial Advisors with marketing efforts including seminars and other client-facing events
  • May enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...
Location
Location
United States , Greenwood
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • one (1) or more years securities industry or related work experience preferred
  • knowledge of company’s working structure, policies, mission, and strategies
  • knowledge of general office practices, procedures, and methods
  • knowledge of investment concepts, practices and procedures used in the securities industry
  • knowledge of financial markets, products and industry regulations
  • skill in Client Relationship Management (CRM) software, or similar contact management software
  • skill in Excel, including developing spreadsheets
  • skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • ability to operate standard office equipment and using required software applications
Job Responsibility
Job Responsibility
  • 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
  • works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • processes client financial transactions and financial advisor and branch office expenses and expense reports
  • opens new client accounts and researches client and security information using internal databases and other technologies
  • ensures client paperwork and documentation is accurate and correct prior to submission and processing
  • prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
  • creates and maintains records and files utilizing Client Relationship Management (CRM) software
  • assists Financial Advisors with marketing efforts including seminars and other client-facing events
  • may enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Client Service Associate

Advise clients about a range of banking products (including savings products, in...
Location
Location
United States , Oklahoma City
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred
  • Knowledge of company’s working structure, policies, mission, and strategies
  • Knowledge of general office practices, procedures, and methods
  • Knowledge of investment concepts, practices and procedures used in the securities industry
  • Knowledge of financial markets, products and industry regulations
  • Skill in Client Relationship Management (CRM) software, or similar contact management software
  • Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
  • Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Ability to analyze and research account information
Job Responsibility
Job Responsibility
  • 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
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • Processes client financial transactions and financial advisor and branch office expenses and expense reports
  • Opens new client accounts and researches client and security information using internal databases and other technologies
  • Ensures client paperwork and documentation is accurate and correct prior to submission and processing
  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events
  • May enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...
Location
Location
United States , Fort Wayne
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • one (1) or more years securities industry or related work experience preferred
  • knowledge of company’s working structure, policies, mission, and strategies
  • knowledge of general office practices, procedures, and methods
  • knowledge of investment concepts, practices and procedures used in the securities industry
  • knowledge of financial markets, products and industry regulations
  • skill in Client Relationship Management (CRM) software, or similar contact management software
  • skill in Excel, including developing spreadsheets
  • skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • ability to operate standard office equipment and using required software applications
Job Responsibility
Job Responsibility
  • Service 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
  • work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • process client financial transactions and financial advisor and branch office expenses and expense reports
  • open new client accounts and research client and security information using internal databases and other technologies
  • ensure client paperwork and documentation is accurate and correct prior to submission and processing
  • prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • create and maintain records and files utilizing Client Relationship Management (CRM) software
  • assist Financial Advisors with marketing efforts including seminars and other client-facing events
  • may enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...
Location
Location
United States , Duluth
Salary
Salary:
45000.00 - 80000.00 USD / Year
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • one (1) or more years securities industry or related work experience preferred
  • knowledge of company’s working structure, policies, mission, and strategies
  • knowledge of general office practices, procedures, and methods
  • knowledge of investment concepts, practices and procedures used in the securities industry
  • knowledge of financial markets, products and industry regulations
  • skill in Client Relationship Management (CRM) software, or similar contact management software
  • skill in Excel, including developing spreadsheets
  • skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • ability to operate standard office equipment and using required software applications
Job Responsibility
Job Responsibility
  • Service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients
  • work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • process client financial transactions and financial advisor and branch office expenses and expense reports
  • open new client accounts and research client and security information using internal databases and other technologies
  • ensure client paperwork and documentation is accurate and correct prior to submission and processing
  • prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • prepare various business summary reports and client-specific reporting as needed
  • create and maintain records and files utilizing Client Relationship Management (CRM) software
  • assist Financial Advisors with marketing efforts including seminars and other client-facing events
  • may enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Executive director prospect development

The Executive Director (ED) oversees prospect management and prospect research a...
Location
Location
United States of America , Rochester
Salary
Salary:
96860.00 - 145290.00 USD / Year
urmc.rochester.edu Logo
University of Rochester
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree required
  • Advanced degree preferred
  • A minimum of 8 years of related experience, particularly in advancement research, development, fundraising, or financial analysis required
  • or equivalent combination of education and experience
  • Previous management experience required.
  • Strong staff management, team building, and training skills.
  • Proven ability to interact with varied constituencies in a professional manner.
  • Ability to set priorities and manage several projects simultaneously and exercise critical thinking skills to determine the best use of resources for reaching goals to support the University’s mission.
  • Excellent analytical, interpersonal, and communication skills, including strong written and verbal skills preferred.
  • Must understand the need to maintain the confidentiality of donor and prospect information.
Job Responsibility
Job Responsibility
  • Develop and implement best practices for research to foster an innovative, creative, cutting-edge, and results oriented research enterprise.
  • Oversee the identification of new high-capacity prospects, and volunteer leaders through proactive research projects.
  • Oversee strategies for identifying and rating the capacity of potential prospects, including analyzing hard and soft financial data in the context of gift capacity.
  • Actively identify new major gift and planned giving prospects through data mining techniques, push technology, demographic, and other searches.
  • Work closely with the Fundraisers and Development Events team to develop solicitation strategies.
  • Partner with the data analytics to implement a plan for identifying new and emerging prospects specific to the Institute’s current and future fundraising goals and priorities.
  • Ensure proper system and data maintenance are in place to support the fundraising efforts of Advancement.
  • Provide effective leadership of the Prospect Management and Research team to help ensure successful fundraising efforts.
  • Develop, implement, and maintain a prospect management program that ensures the placement of high-quality prospects in dynamic major gift officer portfolios.
  • Ensure that all research requests are completed accurately and in a timely manner.
  • Fulltime
Read More
Arrow Right

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...
Location
Location
United States , Cincinnati
Salary
Salary:
45000.00 - 55000.00 USD / Year
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 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
  • Knowledge of company’s working structure, policies, mission, and strategies
  • Knowledge of general office practices, procedures, and methods
  • Knowledge of investment concepts, practices and procedures used in the securities industry
  • Knowledge of financial markets, products and industry regulations
  • Skill in Client Relationship Management (CRM) software, or similar contact management software
  • Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
  • Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Ability to analyze and research account information
Job Responsibility
Job Responsibility
  • 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
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports
  • Opens new client accounts and researches client and security information using internal databases and other technologies
  • 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
  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events
  • May enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...
Location
Location
United States , Evansville
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • one (1) or more years securities industry or related work experience preferred
  • knowledge of company’s working structure, policies, mission, and strategies
  • knowledge of general office practices, procedures, and methods
  • knowledge of investment concepts, practices and procedures used in the securities industry
  • knowledge of financial markets, products and industry regulations
  • skill in Client Relationship Management (CRM) software, or similar contact management software
  • skill in Excel, including developing spreadsheets
  • effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • ability to operate standard office equipment and using required software applications
Job Responsibility
Job Responsibility
  • 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
  • works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • with a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports
  • opens new client accounts and researches client and security information using internal databases and other technologies
  • ensures client paperwork and documentation is accurate and correct prior to submission and processing
  • follows up to ensure accurate completion
  • prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
  • creates and maintains records and files utilizing Client Relationship Management (CRM) software
  • assists Financial Advisors with marketing efforts including seminars and other client-facing events
  • Fulltime
Read More
Arrow Right