Client Management Associate Jobs

Citi's Equity Research team is looking for an Associate with strong financial fundamentals, intellectual curiosity and a genuine interest in investing. You’ll develop company expertise, financial modeling skills, and investment insights while covering one of the most dynamic sectors in the global market. Previous experience covering the Technology sector is not required, we welcome candidates from other industries who are excited to learn and transition into areas such as Semis, Networking, Hardware, Quantum and other technology subsectors. Responsibilities Support senior analysts in researching companies across the Technology & Communications sector. Build and maintain financial models, valuation analyses, and earnings forecasts. Analyze company financial statements, industry trends, competitive positioning, and market developments. Assist with writing research reports, earnings previews and recaps, thematic reports, and investment recommendations. Participate in earnings calls, company meetings, industry conferences, and investor events. Monitor news flow, financial results, and industry developments to identify investment opportunities and risks. Prepare presentation materials and research supporting client discussions. Collaborate closely with senior analysts while developing deeper sector expertise and research skills. Contribute to a collaborative team environment while maintaining high standards of accuracy, integrity, and professional Required Qualifications & Skills 2 to 3 years of experience in Equity Research, Investment Banking, Corporate Finance, Asset Management, Valuation, or another financial markets-related role. Strong understanding of financial statements, accounting fundamentals, and corporate finance. Experience building financial models and performing com

Work Flexibility: Field-based Associate Sales Representative (Joint Replacement) As a Joint Replacement Sales Associate, you work as part of a sales team learning and honing your sales skills. You support the marketing and sales of Stryker products by covering cases and performing evaluations in both surgical and office environments. You monitor territory development and maintain clear communication with the sales team. Our mission-driven Sales Associates will be a part of delivering outstanding customer service by assisting the Sales Representative to surpass sales targets and performance benchmarks. What you will do: · Assist confident, competitive and results oriented salespeople in promoting and selling Stryker products. · Conduct product evaluations in Operating Room (OR) and office settings. · Assist with business development activities, track territory progress and communicate effectively with Sales Representatives. · Solve product problems onsite and educate medical staff. · Provide exceptional service to customers. · Maintain sample inventory with strong time management. · Build lasting client relationships with key stakeholders. · Learn or hone selling skills and process through coaching/mentoring support from Joint Replacement Sales Representatives and Managers. · On-call duties, including evenings, weekends, and holidays, as determined by territory needs, to address urgent technical needs and ensure continuous customer support. · Complete required trainings and certifications to maintain product expertise and readiness. What you need: </p

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn As a Senior Associate in data Solutions, you’ll be responsible for pre-sales, estimation, scoping, designing, implementing, and testing proposed modern analytic solutions. Working closely with our client partners, you’ll develop relationships with key technical resources while delivering tangible business outcomes. Ideal candidates will be able to: Ability to manage projects and teams against planned work. Responsible for managing the day-to-day client relationship on projects. Manage the Data Engineering lifecycle including research, proof of concepts, architecture, design, development, testing, deployment, and maintenance. Collaborate with team members to design and implement technology that aligns with client business objectives. Build proof of concepts for a modern analytics stack supporting a variety of cloud-based business systems for potential clients. Team management experience and ability to manage, mentor, and develop talent of assigned junior resources. Create actionable recommendations based on identified platform, structural and/or logic problems. Communicate and demonstrate a clear understanding of client business needs, goals, and objectives. Collaborate with other architects on solution designs and recommendations. Assess client data environments and recommend scalable analytics and data engineering solutions. Des

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Role Overview As a Digital Asset Trade Operations Specialist, you will manage end-to-end settlement workflows, safeguard ledger integrity, and act as the primary operational point of contact for institutional counterparties. You will collaborate closely with Trading, Treasury, Risk, and Product teams to ensure seamless execution and liquidity across the digital asset lifecycle. Key Responsibilities Counterparty & Settlement Management: Serve as the main operational contact for an assigned portfolio of institutional counterparties. Execute trade settlements within agreed SLAs and track operational performance against KPIs. Reconciliation & Data Integrity: Perform daily multi-system reconciliations across internal ledgers and external platforms (custodians, exchanges, banking partners). Swiftly identify, investigate, and resolve breaks to ensure 100% data accuracy. Treasury & Inventory Monitoring: Track daily inventory requirements for trading, settlement, lending, and borrowing activities. Partner directly with Treasury Management to optimize asset location and liquidity. Cross-Functional Collaboration: Work alongside Trading, Product, and Customer Success teams to understand client needs, refine execution workflows, and deliver a best-in-class institutional

About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG. The firm has more than 1,800 employees located in 50+ offices around the world. What You’ll Do As a Senior Associate, you will be a driver of engagement delivery with increasingly strong strategic insight. You will structure workstreams, manage teams, and deliver client-ready outputs while holding mid/senior-level client relationships. Engagements may include topics such as culture and leadership, organizational effectiveness, org design/operating model, talent/skills, and change. Key Responsibilities Lead defined workstreams or smaller engagements end-to-end, translating ambiguous client needs into structured approaches, actionable recommendations, and high-quality delivery Develop and test client-relevant insights through research, benchmarking, stakeholder input, and quantitative/qualitative analysis Own major portions of client-ready output, including research, benchmarking, deck development, and proposal materials, ensuring deliverables are clear, cohesive, executive-ready, and require minimal iteration Serve as the day-to-day liaison with client teams, navigating stakeholder needs with empathy and professionalism and escalating risks/concerns app

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Global Operations Associate - Ocean Freight Your responsibilities as a Global Operations Associate: Own the end-to-end movement of ocean freight (FCL and LCL) shipments into and out of Denmark and Sweden, with potential scope covering the UK. This includes bookings, documentation, shipment follow-up, exception management and coordination with customers, carriers and logistics partners - owning the full operational execution and customer experience. Deliver a first-class client experience through proactive communication, problem-solving and timely resolution of operational challenges. Leverage Flexport’s technology, automation and AI-powered tools to manage shipments, identify exceptions, make informed operational decisions and continuously improve how we move freight. Be responsible for ensuring your work satisfies internal KPIs and SLAs that demonstrate quality delivery, independently managing your priorities and commitments. Follow standard operating procedures (SOPs) while proactively identifying opportunities to improve processes and ways of working. Act in the best interest of the company by avoiding leakages and ensuring cost-conscious behavior. Support shipm

Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture – with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career. The Associate Broker serves as an integral member of the Professional Liability Brokerage team, assisting senior brokerage and production staff by marketing, managing and retaining a consistently growing book of wholesale business. This is to be accomplished through a mix of relationship building (with retailers and insurers) and maintaining a high level of responsive customer service. This role will work a hybrid schedule in the Atlanta, Ga office. Responsibilities: Effectively place, service and maintain business including but not limited to pre-renewal, renewal, post renewal and stewardship processes. Analyze renewal information from the client and loss data from past carriers. Prepare coverage specifications for underwriters. Coordinate and execute policy changes requests and policy servicing. Market to incumbent carriers and coordinate alternative quotes through the marketing Department with the objective of obtaining competitive coverages & premiums for the client. Benchmark and present quotes to clients including recommendations for enhancing the insurance program as needed. Consistently solicit feedback from retailers to improve efficiency. Special projects as needed. Requirements: Bachelor’s degree or equivalent. (Consideration for significant work experience.) Obtain/Maintain state-issued P&C license. Minimum 1 year brokerage experience, preferably in the wholesale sector Knowledge of the insurance carriers and

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The Opportunity The Ocean Planning Associate is a critical part of Flexport's mission to make global commerce so easy there will be more of it. Flexport connects almost 10,000 clients and suppliers across 109 countries — and in this role, you'll work directly with account management, customs teams, carriers, terminals, and trucking providers to support our end customers' logistics goals. You'll develop specialized expertise in end-to-end ocean freight planning and booking, executing schedule assignments and bookings that help our regional account teams meet client expectations for timely departures. You'll help unblock issues, improve productivity, and build the next operational model that allows Flexport to scale. What You Will Do Execute end-to-end planning and booking of ocean freight shipments within a regional network (exports), including origin intermodal movements Act as the first point of escalation for issue resolution and process improvement, both internally and externally, for specific trade lanes or carriers Ensure shipments move on time and exceptions are handled appropriately, meeting internal OKRs and SLAs Coordinate day-to-day operations with

Since 2003, Entrata has evolved from a visionary, student-led startup into a global leader in AI-driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting-edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high-velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters a culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected. Those perspectives challenge assumptions, strengthen our decisions, and raise the bar as we reshape the global living experience through AI-powered solutions. Responsibilities include: Provide a variety of digital marketing services to ensure world-class customer experiences. Services vary between client accounts but may include the following: SEO (On-site, Local, Video, Citations, etc.) Paid Advertising (Search, Social, Display, and Video) AI thought process and GEO optimization Handy with different LLMs (Gemini, ChatGPT, etc.) Conversion Rate Optimization (page speed optimization, lead gen, A/B testing, etc.) Email Marketing Reputation Management Canva and basic design understanding Understand our customers’ unique digital marketing needs and goals. Analyze digital marketing data and help formulate a digital marketing strategy in conjunction with the DMCs to achieve desired outcomes. Coordinate with DMCs and internal stakeholders to support the execution of the digital marketing strategy. Assisting DMCs by establishing proper scope and ensuring

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn We are currently looking for an Associate in our OneStream practice to join our team in Bangalore or Jaipur or Pune. This role is responsible for implementing financial technology solutions using the OneStream software platform. In this role, the ideal candidate will be able to: Implementation of OneStream Solutions that span Requirements and Design, Development, Testing, Training and supp Collaborate seamlessly with internal and client-side resources and effectively communicate across various audiences Approach problems creatively and apply technology to solve business challenges Adhere to Spaulding Ridge delivery methodology and project standards, and ensure that project deliverables are completed on time Work in a fast paced, dynamic environment and deal with ambiguity Embrace the Spaulding Ridge culture of All Business is personal and take full ownership of the tasks, adopting an outcome driven strategy Qualifications: 3-5 year of overall OneStream experience. End to End implementation exposure and strong knowledge of creating business rules / member formulas is a must. Good understanding of the financial and accounting functions including experience of working with either financial close & consolidations, financial reporting or planning and budgeting processes. &nbs

ABOUT US Transforming Lives Through Learning, Anywhere. At Skillumni, we believe education has the power to transform lives. Our platform delivers expert-led courses, interactive learning experiences, and flexible access to high-quality education, empowering learners to acquire in-demand skills, advance their careers, and achieve their professional goals from anywhere. Job Title: Business Development Associate Job Overview We are seeking a dynamic and results-oriented Business Development Associate to drive revenue growth, expand strategic partnerships, and strengthen our market presence. In this role, you will be responsible for developing and executing growth strategies, building strong relationships with key stakeholders, and identifying new business opportunities. If you are a proactive professional with a passion for business development and the EdTech industry, we encourage you to apply. Roles & Responsibilities Develop Growth Strategies Plan and execute strategic initiatives to drive business expansion, revenue growth, and market presence. Lead Generation & Sales Identify prospective clients, generate qualified leads, and convert opportunities into successful business outcomes. Market Research & Analysis Conduct market research and analyze industry trends, competitor activities, and customer needs to support business strategy. Marketing & Brand Development Collaborate with the marketing team to strengthen brand visibility and enhance customer engagement. Performance Tracking & Optimization Monitor key performance metrics and continuously optimize strategies to improve business outcomes. Proposal & Negotiation Prepare customized client proposals, negotiate business agreements, and ensure efficient lead management with minimal turnaround time (TAT).

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. As a Business Development, you will have a significant impact on establishing effective client relationships to further develop our business across major clients. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape Partner with management to increase user base at client firms. Monitor client usage to proactively promote Guidepoint subscriptions Conduct outbound prospecting to generate leads within existing clients. Follow up on warm leads Meet designated growth targets using a strategic and thoughtful process designed to partner with clients and add value to their process Onboard new users effectively Work closely with the client service team to collect feedback on open projects as well as advisors we have sent clients for review What You Have: 2+ years’ experience in BD, Account Management, or other client facing functions, ideally having MNC sales / client service experiences Strong collaboration and communication ability with both external and internal parties Expert Network sales experience is needed Experience working with major Shanghai based players within TMT/Healthcare corporate or institutional clients. Broad-based knowledge of the sales process, from lead generation to relationship management Excellent communicator capable of handling high-profile clients with demonstrated ability in establishing effective relationships with stakeholders Demonstrated ability to work independently and as part of a team A desire to work in a fast-paced, entrep

About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we’re equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what’s possible for our clients, while we help you reach your full potential. About the Role The Associate Merchandise Planner will own the Women’s Plus Bottoms forecast from pre-season planning through in-season management, building financial plans, forecasts, and performance analyses that drive sales, inventory productivity, and profitability across Fix and Freestyle. Reporting to a Planning Manager, you’ll partner closely with Buying and collaborate with Allocation, Operations, Engineering, and Data Science to identify risks and opportunities, prepare decision-ready insights, and take action on the business. This role builds a strong foundation in business ownership, judgment, and team presence while operating a meaningful, end-to-end planning business. Responsibilities: Own financial planning and forecasting within Women’s Plus Bottoms, including pre-season planning and in-season forecasting across Fix and Freestyle, maintaining accurate sales, inventory, receipt, and gross margin goals. Analyze business performance across Fix and Freestyle, evaluating sales, inventory, product performance, and profitability to identify trends, risks, and opportunities and recommended actions. Manage the rolling operating financial forecast (OTB/ROF) in partnership with Buying, including receipt-flow and inventory analysis that balances business opportunities, inventory liability, and the client experience. Build scenario analyses and business recaps that support in-season decision-making, including weekly, monthly, and quarterly results, changing forecasts, and actions in response to evol

Curious Minds. Bold Ideas. Extraordinary Impact . We're transforming financial services through bold innovation and relentless execution. You bring the ideas and drive. We'll build what's next — together. The Opportunity We're looking for an Associate Manager, Engineering to lead a small software engineering team in Melbourne while staying genuinely hands-on in the codebase. This is a true player-coach role: you write and review production code, and you develop the people around you, owning both the technical direction and the delivery of your team's work. You'll guide planning, design, development, and testing across enhancements and new products - including cloud-based and internet-related tools - and you'll troubleshoot client issues as they arise. Your work directly shapes how financial institutions around the world modernise, and your leadership shapes the engineers who build that future. This role sits at the intersection of technical craft and people leadership, with real scope to grow into broader engineering management as our Melbourne team expands. What You'll Do Own architectural decisions for your team's scope, guiding engineers on scalability, maintainability, and long-term cost of change Write, review, and ship production code, holding a high bar in the review process Manage day-to-day execution and delivery, providing hands-on support where needed Improve team processes, collaboration, and code quality, ensuring best practices are followed Line manage a small team of engineers: regular 1:1s, goal setting, growth plans, and performance feedback Support hiring for the team - screening, interviewing, and onboarding Mentor engineers across levels and set continuous learning plans for your team and yourself Use AI tools to support development activities - code generation, testing, debugging, and optimisation - and set the team's practice for using them well Partner with Product Management on planning and release activities with cross-functional teams Commu

Revivn is a profitable and rapidly growing company that helps enterprises manage their technology through our end of life software platform. We take electronic recycling one step further by repurposing hardware that still has remaining life and providing it to people who lack dedicated computer access and make it more affordable for people who may not be able to purchase new technology. Working with companies like Instacart, Lyft, Qualtrics, X, Gensler, and Spotify, we are changing the way companies view used technology with a new model that focuses on repurposing instead of recycling. As a Driver at Revivn, you'll play a critical role in our mission to give new life to old technology. This position is much more than driving—you're one of the primary faces of Revivn, providing white glove service to our customers while ensuring the secure collection, transportation, and handling of enterprise IT assets. You'll operate a 26-foot box truck to complete scheduled pickups throughout the Fresno area and surrounding regions, averaging 7-10 collection trips each week. You'll regularly interact with building management, security personnel, and client representatives to coordinate pickups, maintain chain of custody, and deliver an exceptional customer experience. When you're not on the road, you'll support warehouse and facilities operations by receiving and processing incoming hardware, preparing equipment for future pickups, maintaining inventory accuracy, and contributing to the overall efficiency of our operations. This is an in-person position based in Brooklyn, New York. The schedule is Monday through Friday, 7:30am-4:00pm. Responsibilities Safely operate 26-foot box trucks to transport IT equipment throughout the Fresno area and regional locations. Coordinate and execute white glove pickups of enterprise IT equipment from customer offices, data centers, and commercial buildings. Serve as a professional representative of Revivn during every customer interaction, d