CareerPlan

Client Service Associate, Corporate

ShanghaiFull-time2026-09-21 → 2026-11-10
On-site

Core

Identify experts from a network of 2 million advisors to answer clients' strategic and investment questions.

Role type

Client Service Associate (Expert Sourcing)

Builds

Professional profiles of screened experts for client consultations

Domain

Professional services / Research / Consulting

Deliverable

client delivery

Required skills

Expert identification, lead generation, expert screening, profile development, time management, bottom-up thinking, bilingual communication (English/Mandarin)

Preferred skills

Sourcing/lead generation experience, outgoing personality, intellectual curiosity

Technologies

LinkedIn, press releases, case studies, internet

Responsibilities

Develop strategies for satisfying client project requests, identify best experts for clients, invite leads to join the network, screen experts for suitability, develop professional profiles for clients

Seniority

Entry-level (first job post-college)