Associate/Sr. Associate, Client Services - Financial Institution Client Str at Capvision

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Feb, 26

Salary

115000.0

Posted On

05 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Project Management, Expert Engagement, Communication, Financial Knowledge, Research, Problem Solving, Time Management, Attention to Detail, Proactivity, Accountability, Stakeholder Engagement, Curiosity, Logistics Coordination, Networking, Judgment

Industry

Information Services

Description

About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences. The anticipated start date for this role is January 12, 2026 As an Associate on our Client Services team, you’ll take full ownership of projects that directly influence our clients’ strategic outcomes. From sourcing experts to managing fast-moving communications and coordinating logistics, you’ll operate as the key driver between client needs and insight delivery. This is a front-line, client-facing role for driven professionals who thrive on responsibility, urgency, and impact. No two days are the same. One hour you might be supporting a consulting firm evaluating grocery eCommerce by sourcing a former Fortune 10 executive; the next, helping a hedge fund understand aviation trends by recruiting a European airline specialist—under deadline. What You’ll Do Own expert engagement from end to end: sourcing, vetting, outreach, and scheduling Speak directly with experts and stakeholders across industries and time zones Deliver on tight timelines across multiple fast-moving client workstreams Understand business problems quickly and match them with relevant industry expertise Drive outcomes through sound judgment, clear communication, and relentless follow-through Who You Are Bachelor’s degree from an accredited institution (3.5+ GPA preferred) 6–18 months of relevant professional or internship experience (client-facing roles a plus) Excited to partner with leading financial institutions — private equity, venture capital, hedge funds, asset managers, and investment banks — and meet their high expectations for accuracy, responsiveness, and professionalism Deeply curious about how businesses and markets work, and comfortable speaking the language of finance — you read financial publications, follow deal activity, or have prior exposure to finance through internships - but you don't want to be an analyst or banker Brings a journalistic curiosity with commercial discipline — you ask smart questions, quickly grasp complex industries, and know how to find the right experts who can bring clarity to a client’s challenge A strong communicator who can engage confidently with both senior clients and seasoned industry executives Thrives in a high-volume, time-sensitive environment, balancing speed with quality and attention to detail Proactive, accountable, and self-directed, taking ownership of your pipeline and outcomes Authorized to work in the U.S. (STEM OPT holders welcome) Strong fluency in verbal and written English Why Capvision Capvision offers a dynamic, high-performance culture where ambitious professionals grow quickly and own meaningful work from day one. Clear promotion path to People/Account Manager within 24 months Company Equity at manager level Comprehensive paid training across project execution, client service, and leadership Diverse project exposure—Associates are never siloed New Grad Compensation: $80,000 - $100,000 on average for high-performing associates. Consisting of $65,000 base salary + uncapped monthly bonus Experienced Candidate Compensation: $87,000 - $115,000 on average for high-performing associates. Consisting of $70,000-$76,000 base salary + uncapped monthly bonus Health, dental, vision insurance + 401K Free daily lunch, snacks, Monday breakfast, and regular team events Monthly commuter + mobile phone stipends ($1,800 in cash benefits) At Capvision, growth is earned—not given. You’ll be challenged, supported, and trusted to lead early in your career.

Responsibilities

You will take full ownership of projects that influence clients’ strategic outcomes, managing expert sourcing, communications, and logistics. This role requires delivering on tight timelines and understanding business problems to match them with relevant expertise.