CareerPlan

Client Services, Associate

Dallas, TX, USFull-time$75k2026-11-04 → 2026-11-09

Core

Manage client projects, recruit industry experts for consultations, and deliver market intelligence to investment firms and corporations.

Role type

Associate, Client Services (Expert Network)

Builds

Market intelligence and expert consultations for private equity, hedge funds, and consultancies

Domain

Business insights, expert networks, finance

Deliverable

client delivery

Required skills

project management, expert recruitment, cold calling, relationship management, sales, communication, industry analysis

Preferred skills

leadership, resilience, commercial mindset, ability to learn quickly

Technologies

none stated

Responsibilities

Manage multiple client projects from start to finish, Identify and engage senior industry professionals, Conduct outreach and cold calling to recruit experts, Work directly with investment firms under tight deadlines, Develop understanding of industries and market trends, Build strong relationship management and sales skills

Seniority

Entry-level / Recent graduate