Client Management Associate Jobs

Overview: Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 2 million Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Work with Project Managers to develop strategies for satisfying each client project request Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered Identify the best leads and invite them to join our network to participate in consultations with our clients Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients Experience You Will Bring: Bachelor’s degree or higher Strong sense of urgency and excellent time management skills to thrive in a fast-paced environment Bottom-up thinking and the ability to act as a potential thinking partner for clients, bringing creative and strategic solutions Excellent communication and interaction skills, including demonstrated

Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,625,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. This is a hybrid position out of our Dubai office . AL APPLICANTS MUST HAVE THE RIGHT TO WORK IN THE UAE Interview Process: Meet your Guidepoint Recruiter! Initial Candidate Screen Mock Assessment (Role dependent) Complete a simulated client request and gain more insight into the role Meet the Guidepoint Teams! Discuss your assessment with the Guidepoint teams Meet the Department Head! Hiring Manager Interview Interview Process Outcome Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Work with Project Managers to develop strategies for satisfying each client project request Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our client

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly. In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management. This role is onsite in our SoHo, NYC office. What You Bring On Day One Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Quick learner who can adapt to new tools, processes, and product updates with ease Team-focused mindset, eager to collaborate and take initiative with others to resolve problems Experience with custodian platforms (such as Charles Schwab and Fidelity) is preferred Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus A no task too small mindset What You Will Own Support Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding Manage the end-to-end portfolio

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: As a member of the Account Management team, your mission will be to proactively grow our client relationships by building and implementing solutions to their critical supply chain challenges. This is the golden opportunity to help expand our business in Asia. You will also support our share of wallet expansion with existing clients while helping to define new targets in the Asia Pacific region. You will: Develop and launch new solutions that meet the needs of the largest and most complex global Freight Forwarding clients Focus on accelerating the growth of all services across the Flexport Portfolio including Air, Ocean, Trade Advisory, Customs, PO Management Partner with the destination team in the US and Europe to identify expansion opportunities with our existing accounts in order to grow Flexport’s share of wallet. Work cross-functionally – across Supply Chain Operations, Procurement, Account Solutions, ProServe, Implementation, Legal, Industry SMEs, and Trade and Financial Services teams – to develop and execute on the client strategies in a deliberate way that maximizes the outcomes. You will create alignment of executive level customer

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: Tired of the traditional operating model of the freight forwarding industry? Want to join the most disruptive force for good in global commerce? At Flexport, our mission to make global commerce so easy there will be more of it. We believe that global trade should work better for everyone. Over the last decade, we have grown faster than any freight forwarder in history by taking a technology first approach to the industry’s biggest challenges and building a team of passionate experts to transform global logistics. As a member of the Account Management team, your mission will be to proactively grow new and existing client relationships by building and implementing solutions to their supply chain challenges. This is the golden opportunity to help expand our business in Vietnam. You will: Develop and launch new solutions that meet the needs of the largest and most complex global freight forwarding clients. Accelerate the growth of all services across the Flexport Portfolio including Air, Ocean, Domestic and Cross-border Logistics, Trade Advisory, Customs, PO Management. Partner with global teams in North America, Europe an

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: As a member of the Account Management team, your mission will be to proactively grow our client relationships by building and implementing solutions to their critical supply chain challenges. This is the golden opportunity to help expand our business in Asia. You will also support our share of wallet expansion with existing clients while helping to define new targets in the Asia Pacific region. You will: Develop and launch new solutions that meet the needs of the largest and most complex global Freight Forwarding clients Focus on accelerating the growth of all services across the Flexport Portfolio including Air, Ocean, Trade Advisory, Customs, PO Management Partner with the destination team in the US and Europe to identify expansion opportunities with our existing accounts in order to grow Flexport’s share of wallet. Work cross-functionally – across Supply Chain Operations, Procurement, Account Solutions, ProServe, Implementation, Legal, Industry SMEs, and Trade and Financial Services teams – to develop and execute on the client strategies in a deliberate way that maximizes the outcomes. You will create alignment of executive level customer

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: As a member of the Account Management team, your mission will be to proactively grow our client relationships by building and implementing solutions to their critical supply chain challenges. This is the golden opportunity to help expand our business in Asia. You will also support our share of wallet expansion with existing clients while helping to define new targets in the Asia Pacific region. You will: Develop and launch new solutions that meet the needs of the largest and most complex global Freight Forwarding clients Focus on accelerating the growth of all services across the Flexport Portfolio including Air, Ocean, Trade Advisory, Customs, PO Management Partner with the destination team in the US and Europe to identify expansion opportunities with our existing accounts in order to grow Flexport’s share of wallet. Work cross-functionally – across Supply Chain Operations, Procurement, Account Solutions, ProServe, Implementation, Legal, Industry SMEs, and Trade and Financial Services teams – to develop and execute on the client strategies in a deliberate way that maximizes the outcomes. You will create alignment of executive level customer

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. CVS Health is recruiting for an AVP, Technology Product Management. As a key member of the Digital, Data, Analytics and Technology (“DDAT”) team, this role will join a dynamic organization committed to the acceleration of business growth, enhancement of the customer experiences, and enablement of operational efficiencies by powering CVS Health to be a ‘digital first, technology forward and data driven’ company. With a commitment to a ‘Startup within a large company’ culture, DDAT is at the center of CVS Health transformation. The AVP, Technology Product Management role reports to the VP, Client and Member Experience and Operations and will support the Pharmacy Services DDAT Product team. The Associate Vice President of Product Management leads a team of product management professionals and is responsible for advancing the product management practice, building a high-performing team, and contributing to the overall growth and success of the organization. This role plays a pivotal role in shaping the strategic direction and execution of a technology product portfolio (for multiple technology product lines) . They are responsible for defining desirable, viable, feasible, and sustainable technology solutions across the technology product lines within their scope that meet customer needs and achieve business objectives. They facilitate a cross-functional product leadership team, closely with senior business leadersh

Overview of 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 45+ offices around the world. The Management Consulting Team at Teneo Our Management Consulting division focuses on answering key strategic questions for business leaders through our mix of senior experience and rigorous analysis, combined with the unique expertise that exists across Teneo. We operate across a diverse array of sectors including Consumer Goods, Healthcare, Leisure & Hospitality, Software, Transport, and TMT, amongst others. Within these markets, we provide strategic, operational, and due diligence support, advising reputable Fortune 500 and FTSE 100 firms, key public-sector organizations, and leading private equity houses. As an Associate Director, you are a client-facing leader who partners with senior leadership to define and execute client strategy. This role requires an independent strategy consultant who can challenge assumptions, structure complex problems, and turn strategy into action across areas such as growth strategy, technology-enabled strategy, operating model design, merger integration, and implementation planning. Key Responsibilities: Drive and develop business and growth strat

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic is hiring for Business Operations, Program Management: a generalist role dedicated to the Program Management (PM) business line, where Lithic owns the bank relationship, handles compliance, and runs the client's card program end to end. We're expanding Program Management this year, and this person will build and run how it operates day to day, meaning the processes, reporting, and coordination across teams that today happen informally. This is a chance to build real depth in how sponsor bank partnerships and card programs work, in payments and fintech more broadly, while working directly with the Head of Program Management. What you'll do: Own how PM operates day to day, meaning the process, tooling, and reporting that let the business actually be run and measured Take on cross-functional projects that touch Risk, Compliance, Bank Operations, Legal, Sales, and Product, and see them through to a result, not just a status update Assist in building and launching new PM initiatives from concept to completion

Associate - R&C - Financial Crime & Risk Management Ready to turn bold ideas into real-world impact? At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory , our industry-first accelerator, exemplifies how we scale advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. Whether tackling complex challenges through large-scale models or agentic AI , our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what’s possible, this is your moment. Genpact (NYSE: G) is an agentic and advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity at its core, we deliver lasting value for the world’s leading enterprises. Get to know us at genpact.com and on LinkedIn , YouTube , X , and Facebook . Job Description - Responsibilities: Conduct thorough investigations of suspicious ac

Responsibilities: Project Planning & Delivery • Support development and maintenance of project plans, timelines, milestones, deliverables, and resource requirements. • Coordinate biometrics activities across Biostatistics, Statistical Programming, and Data Management. • Track study progress against contracted scope, timelines, and key milestones. • Follow up with functional leads and team members regarding deliverables, dependencies, and outstanding actions. • Support database lock, analysis, reporting, and other critical biometrics milestones. • Assist with planning and coordination of multiple studies or workstreams. Client & Team Communication • Participate in client and internal project meetings. • Prepare meeting agendas, status updates, meeting minutes, and action-item trackers. • Facilitate routine project meetings as experience develops. • Maintain clear communication among clients, functional leads, and project team members. • Escalate potential timeline, scope, resource, or quality issues to the appropriate PM or functional leadership. Risk & Issue Management • Maintain project risk, issue, decision, and action logs. • Identify emerging risks related to timelines, dependencies, resources, scope, and deliverables. • Support development and tracking of mitigation and recovery plans. • Proactively communicate potential delays and dependencies to the project team. Scope & Financial Management • Support tracking of project budgets, hours, milestones, and financial performance. • Monitor work performed against the contracted scope of work. • Identify potential out-of-scope activities and communicate them to the Project Manager. • Assist with preparation of change-order information, forecasts, and project financial updates. Quality & Compliance • Support delivery of projects in accordance with applicable SOPs, client requirements, contracts, and quality standards. • Ensure project documentation and trackers are accurate

Responsibilities: Project Planning & Delivery • Support development and maintenance of project plans, timelines, milestones, deliverables, and resource requirements. • Coordinate biometrics activities across Biostatistics, Statistical Programming, and Data Management. • Track study progress against contracted scope, timelines, and key milestones. • Follow up with functional leads and team members regarding deliverables, dependencies, and outstanding actions. • Support database lock, analysis, reporting, and other critical biometrics milestones. • Assist with planning and coordination of multiple studies or workstreams. Client & Team Communication • Participate in client and internal project meetings. • Prepare meeting agendas, status updates, meeting minutes, and action-item trackers. • Facilitate routine project meetings as experience develops. • Maintain clear communication among clients, functional leads, and project team members. • Escalate potential timeline, scope, resource, or quality issues to the appropriate PM or functional leadership. Risk & Issue Management • Maintain project risk, issue, decision, and action logs. • Identify emerging risks related to timelines, dependencies, resources, scope, and deliverables. • Support development and tracking of mitigation and recovery plans. • Proactively communicate potential delays and dependencies to the project team. Scope & Financial Management • Support tracking of project budgets, hours, milestones, and financial performance. • Monitor work performed against the contracted scope of work. • Identify potential out-of-scope activities and communicate them to the Project Manager. • Assist with preparation of change-order information, forecasts, and project financial updates. Quality & Compliance • Support delivery of projects in accordance with applicable SOPs, client requirements, contracts, and quality standards. • Ensure project documentation and trackers are accurate

Overview: The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. Come work with us to deliver the best service in the industry and help our clients make some of the most important business decisions in today’s economy. Are you looking to advance your career and hone your project, people, and relationship management skills? Would you thrive in a fast-paced, team-focused environment where everyone works hard, plays hard, and is rewarded for their individual contributions? If so, this Project Manager, Client Service position at Guidepoint may have your name on it. This is a hybrid position out of our Phoenix office. This role will primarily support our Athens-based Client Service team, helping ensure seamless coverage of client requests across time zones. What You'll Do: Help clients collect primary research insights to explore and refine business-critical strategies, from new market entry and product launches to acquisitions and licensing deals Manage client requests including: project scope changes, expert scheduling and rescheduling, follow up queries for experts, as well as facilitating new project requests Use your knowledge to research, identify, and recruit appropriate experts for private telephone discussions, meetings, and surveys, then connect these experts to your clients Develop effective screening criteria, understand each client’s compliance requirements, and master Guidepoint’s proprietary CRM system Work closely with the Sales and Relationship Management teams to optimize client use of Guidepoint’s services Communicate with teammates in other offices to ensure seamless transitions between time zones on critical client requests Be knowledgeable of and follow any client-specific compli

About Us At BGBx , we're driven by a simple idea: breakthrough thinking creates breakthrough impact. As an independent commercial solutions partner to pharmaceutical and life science companies, we bring together strategists, scientists, communicators, creatives, technologists, and data experts to tackle some of healthcare's most important challenges. Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful results throughout the product lifecycle. The work is complex, fast-moving, and deeply connected to improving lives, creating opportunities for curious minds to make a real difference every day. If you're energized by collaboration, inspired by innovation, and motivated by work that matters, you'll find a place to grow, contribute, and make a meaningful impact at BGBx. Associate Project Manager Position Overview The Associate Project Manager is responsible for the overall management and administration of client projects throughout the entire project lifecycle. The Associate Project Manager is at the core of the team and helps everyone to communicate clearly while staying on time, on budget, and meets the highest of quality standards. This individual must demonstrate solid business judgment and sound strategic thinking. This role reports to the Director of Project Management. This position follows the working hours of 9:00am - 5:30pm ET Monday through Friday. Responsibilities: Understands the scope of work across an assigned account, as well as the project plan at an individual project level Facilitates interdepartmental negotiation process to reach alignment on project resources and timelines Aligns with Department Resource Managers to assign resources and ensure effective time management throughout a project life cycle Continually monitors projects to ensure deliverables are on sche