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Client Service Associate, Institutional (项目助理,金融机构类客户)

Shanghai💼 Full-time🗓 2026-09-21 → 2026-09-26

Core

Identify and recruit subject matter experts from a global network to answer clients' strategic and investment questions.

Role type

Client Service Associate (Expert Sourcing)

Builds

A network of over 2 million experts for client consultations

Domain

Professional services / Research / Financial institutions

Deliverable

client delivery

Required skills

Expert sourcing, lead generation, client communication, time management, strategic thinking

Preferred skills

Bottom-up thinking, proactive initiative, team collaboration

Technologies

LinkedIn, press releases, case studies

Responsibilities

Develop strategies to satisfy client project requests, identify and screen experts for client projects, create professional profiles of experts for clients

Seniority

Entry-level, hands-on IC

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