Client Management Associate Jobs

Capco Associate Talent Program – Houston January 2027 About the Team: Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative and efficient approach helps clients reduce costs and manage risk and regulatory change while increasing revenues. We are thinkers, innovators, and disruptors. We are small enough to care but large enough to matter. We work in a fast-paced environment where we challenge and support one another. Individuality and ideation are encouraged. Our team strives to be trusted advisors to our clients. What is our Associate Talent Program? Our Associate Talent Program is designed for recent graduates. It starts with an intensive developmental training program to ensure that you have both the soft and hard skills to hit the ground running at a client site. Our program provides you with a strong foundation of consulting methodologies, enterprise technology standards, and personal brand development on which to build and see growth in your career within the Capco family. Examples of projects / roles include: User Experience and UI Center of Excellence: Join a team of UI experts as they work to standardize the user experience across 100 web applications at a leading secondary mortgage market player. Work closely with User Experience Designers and front-end Engineers to create a plethora of reusable components using leading web frameworks (Angular / React). Digital Transformation Initiative: Interact with a team of broad skillsets to build out an omnichannel wrapper over a core system. Engaging with a team of Designers, Business Analysts, front-end (Angular), back-end (Java), and Mobile(Android/iOS) Engineers to build out capabilities that enhance and expand the base functionali

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of 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. This is an exciting opportunity for a self-starter who wants to learn more about the institutional investment industry and make a significant contribution to our business model. This role offers a clear path to a senior sales position, with robust training and mentorship to fuel your career growth in the institutional investment industry. This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales 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 and closed projects What You Have: Bachelor's degree from an accredited college/university Broad base knowledge of the sales process from lead generation to relationship management Excellent communicator capable of handling high-profile clients Demonstrated ability to work in a team atmosphere A desire to work in a fast-paced entrepreneurial environment Initiative and ability to handle increasing responsibility over time Excellent written and verbal communication skills AI fluency and experience using AI-enabled tools to support resea

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Senior Accounting Associate I ​– JLL What this job involves: As an Senior Accounting Associate I at JLL, you will provide essential accounting support for a portfolio of retail properties, serving as a key financial steward for our clients. This role combines technical accounting expertise with client service excellence, ensuring accurate financial reporting, effective cash management, and seamless coordination of accounting operations. You will play a critical part in maintaining the financial health of retail properties while supporting JLL's commitment to delivering exceptional real estate solutions. If you thrive in a dynamic environment where precision meets client impact, this opportunity offers meaningful work in the commercial real estate industry. What your day-to-day will look like: Prepare monthly financial reports, journal entries, financial statements, and bank reconciliations in accordance with client requirements and standards Manage accounts receivable processes by monitoring bank accounts, reconciling receipts, ensuring timely posting of ACH/Wire payments, and reviewing manual billing adjustments Oversee accounts payable processes, including invoice coding/approval reviews, audit trail verification, and submission of AP batches for check processing Review CAM

JOB SUMMARY Reporting to the Logistics Operations Manager, the Logistics Associate owns day-to-day logistics exception management while building the automation, SOPs, and process improvements that reduce future manual work and increase team capacity. This position is responsible for resolving and escalating shipping exceptions, discrepancies, and questions in a timely and professional manner; supporting Velocity buyers with shipping-related questions and issues to reduce order aging and maximize the client experience; and identifying and eliminating the recurring issues that drive exception volume in the first place. The ideal candidate’s attitude, skill set, and ability and desire to learn are more important than a specific experience set. We are looking for individuals with a positive attitude who want to have a meaningful role as part of a fast-growing, dynamic company. B-Stock moves quickly and has high expectations from everyone on the team. ESSENTIAL JOB DUTIES & RESPONSIBILITIES Act as the primary liaison between logistics partners and internal frontline teams regarding shipping questions, discrepancies, and exceptions. Manage day-to-day logistics exceptions, including identifying issues, researching root causes, coordinating resolutions, and escalating when appropriate. Identify recurring exception types and determine whether a system change, process improvement, or SOP update is needed — not just resolve individual tickets. Build, test, and maintain automation using Claude, Salesforce, and 3GTMS (Descartes) to reduce manual transactional work, improve ticket routing accuracy, and ensure missing data is identified and resolved faster. Support Velocity buyers with shipping-related questions and issues to reduce order aging, resolve shipping concerns, and improve the client experience. Meet established response and resolution SLAs for all assigned exceptions and inquiries. Maintain accurate and timely 3GTMS notes and updates to support payments, cancellati

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. We are hiring a Senior Risk Associate to run Lithic's risk assessment function: the client risk assessment program, the third party risk management program, and the enterprise risk assessment. You will execute the assessments, own the operations that keep them on schedule and defensible, and continuously improve the rubrics, questionnaires, registers, and SOPs that govern them. You will also own program underwriting: the criteria, limit and reserve recommendations, and periodic reassessment that follow a client from diligence through scale. This is an AI-forward role. Lithic is deploying agentic tooling across diligence and documentation workflows, and this role owns that build in the assessment domain: testing, tuning, and documenting the tooling so routine collection, review, and drafting are absorbed by automation, while you own the judgment calls, the exceptions, and the written product that goes to partner banks and examiners. This role operates with limited guidance and owns its programs end to end. It is

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of 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. Guidepoint is seeking qualified candidates for a role as Business Development Associate on the US Consulting Group. This person will report directly to the Executive Vice President, US Consulting as they secure new relationships with our target client base (top global management consultancies, market research, advertising, and audit and advisory firms). This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales 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 and closed projects What You Have: Bachelor's degree from an accredited college/university Broad base knowledge of the sales process from lead generation to relationship management Excellent communicator capable of handling high-profile clients Demonstrated ability to work in a team atmosphere A desire to work in a fast-paced entrepreneurial environment Initiative and ability to handle increasing responsibility over time Excellent written and verbal communication skills AI fluency and experience using AI-enabled tools to support research,

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of 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. Guidepoint is seeking qualified candidates for a role as Business Development Associate, New Business on the US Consulting Group. This person will report directly to the Executive Vice President, US Consulting as they secure new relationships with our target client base (top global management consultancies, market research, advertising, and audit and advisory firms). This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales 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 and closed projects What You Have: Bachelor's degree from an accredited college/university Broad base knowledge of the sales process from lead generation to relationship management Excellent communicator capable of handling high-profile clients Demonstrated ability to work in a team atmosphere A desire to work in a fast-paced entrepreneurial environment Initiative and ability to handle increasing responsibility over time Excellent written and verbal communication skills AI fluency and experience using AI-enabled tools to supp

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of 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. Guidepoint is seeking qualified candidates for a role as Business Development Associate on the US Corporate Growth team. This person will report directly to the SVP, Corporate Client Growth as they secure new relationships with our target client base. This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales 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 and closed projects What You Have: Bachelor's degree from an accredited college/university Broad base knowledge of the sales process from lead generation to relationship management Excellent communicator capable of handling high-profile clients Demonstrated ability to work in a team atmosphere A desire to work in a fast-paced entrepreneurial environment Initiative and ability to handle increasing responsibility over time Excellent written and verbal communication skills AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication Ability to use AI-enabled tools thoughtfully an

Overview Role: GTM Associate 5 days a week in NYC HQ Base salary: $140-180k Equity: Competitive Initial Equity Package + refreshers 3+ Years of Experience About Pillar Pillar is building the next-generation commodity risk management stack for the $10T physical economy. We combine real-time market data with AI-powered exposure modeling and automated trade generation to arm operators with precise protection from volatility. From instant execution to continuous monitoring, alerts, and recommendations, Pillar turns complex market risk into a fully managed, always-on hedging engine. We were founded in 2023 by the youngest macro market-maker at Barclays and a trading systems engineer at Coinbase, and have raised over $20M in capital from Andreesen Horowitz (a16z), Crucible Capital, Neo, DST Global and more. What You’ll Do GTM & Client Growth Outreach & engagement: Source and engage prospects through email, cold outreach, conferences, and referrals. Pipeline building: Identify companies with commodity exposure and hedging needs. Build a consistent outbound pipeline of qualified opportunities. Consultative selling: Run discovery calls and demos that speak credibly to operators, procurement teams, and finance leaders. Understand their exposures and show how Pillar solves them. Closing: Build proposals, ROI cases, and negotiate terms. Own deals from first touch through close. Client onboarding: Ensure new clients are set up for success, partnering with the team to deliver a seamless experience. Process improvement: Refine outreach templates, pitch materials, and sales workflows as we scale. What We are Looking For 2-4 years of experience in management consulting, investment banking, start-up building, or go-to-market roles Understanding of how physical operators think about commodities / physical inputs, hedging, risk, and managing input / output price volatility Commercial and relationship-driven mindset, where you're energized by getting to know potential customers,

Summary/Objective The Outside Sales Representative will generate sales for CR Flooring. Will work with existing customers and secures prospective new customers and clients by phone, e-mail and direct office or job-site appointments providing detailed information on product specifications, services, pricing and delivery and install scheduling. Essential Functions & Responsibilities Manage, cultivate and maintain builder, remodeler and retail customers for Construction Resources and actively participate in the day-to-day management of jobs under your control. Provide required documentation for all jobs submitted for processing: Signed contract or Written Approval with Total & Quote Number Adequately described material and labor on all sales (No TBD) Diagram of Work Areas, including pattern layouts Approval of Diagrams from client/end user Down Payment info when applicable Maintain consistent, timely , and regular contact with all trade accounts assigned and retail clients. Facilitate accounts receivable with collections on trade accounts as needed. Support operations as necessary to ensure exceptional customer service and high-quality services rendered . Communicate with customers in a timely manner. Return phone calls and emails within 24 hours. Continue education by attending PK’s, trade shows, etc. as required by management. Follow and educate clients on NWFA, TCNA, and all applicable industry standards; especially concerning installation and warranties. Match client’s needs with product benefits by providing client with education on said products and labor. Must present upgrade options to maximize profit and total price sold. Communicate charge orders quickly and efficiently with client and operations. Strive to be the best, know the most, and be an example of professionalism on a daily basis as the face of CR. Actively seek new accounts and opportunities to grow business. Attend trade network meetings regularly. (NARI, ASID, HBA, NKBA) P

A fast-growing Bangalore-based Robotics Start-up is hiring Sales Associates (B2B Sales) to expand its commercial client network and drive business growth. This is an excellent opportunity for energetic sales professionals who enjoy field sales, client interaction, and achieving targets. Position Details Position: Sales Associate (B2B Sales) Location: Bangalore Job Type: Full-Time Department: Business Development & Sales Key Responsibilities • Identify and approach potential B2B clients in assigned territories. • Present and promote robotic cleaning solutions, including one-time services and AMC plans. • Conduct client meetings, site visits, demonstrations, and requirement assessments. • Generate leads and convert prospects into paying customers. • Build strong relationships with facility managers, business owners, and key decision-makers. • Achieve monthly sales and revenue targets. • Maintain accurate CRM records of leads, meetings, and sales activities. • Coordinate with operations teams for seamless customer onboarding. Eligibility & Skills • 3 5 years of relevant sales experience. • Strong communication, presentation, and negotiation skills. • Fluency in English, Hindi, and Kannada. • Comfortable with field sales, cold calling, and client visits. • Knowledge of B2B sales processes and customer relationship management. • Familiarity with CRM tools and mobile reporting systems. • Two-wheeler mandatory (fuel allowance provided). • Experience in B2B sales, facility management, or related sectors will be an added advantage. Benefits • Attractive salary package with performance-based incentives. • Career growth opportunities into Senior Sales, Manager, and Key Account roles. • Professional training in B2B sales, negotiation, and product pitching. • Opportunity to work with an innovative and rapidly growing Robotics Start-up. How to Apply Interested candidates can send their updated resume along with contact details to: Email: Apply now and become part of the future o

The Associate role is an intermediate-level position supporting the leadership of the Public Sector Group (PSG) in Asia. PSG serves key clients including central banks, sovereign wealth funds, public pension funds, and other government-affiliated entities across the region. This is a high-impact, highly visible role combining regional franchise management with industry expertise — leading coverage strategy, client, and segment prioritization, and providing public sector insights that enable country bankers across Asia to deepen client engagement and grow the business. The Associate is part of the regional hub team and is a key point of coordination across the broader network of ~40 bankers and partners. Responsibilities Franchise Management: Support the Regional Head in overseeing business performance across Asia, leading coverage strategy, client and segment prioritization, and key thematic initiatives across key client segments. Lead risk-return governance for non-presence countries and manage the regional hub team. Industry Coverage & Engagement : Support the hub team to serve as the regional industry expert for the Asia PSG franchise, providing sector insights and strategic guidance to country bankers to strengthen client engagement. Act as a resource and thought partner for local teams when engaging PSG clients on complex, thematic or cross-border topics. Internal Collaboration : Act as a key liaison between regional leadership, product partners, country teams, and global counterparts to ensure strategic alignment and seamless execution of business initiatives across the franchise. Liaise with other regions to ensure full global thought leadership and coordination. Risk & Governance : Appropriately assess risks when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by adhe

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. The Business Development team is looking for an entry-level Business Development Associate to further develop our business with major financial institutions, asset managers, PE firms or Hedge Funds within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about the institutional investment industry and make a significant contribution to our business model. What You’ll Do: Conduct outbound prospecting to qualify new business leads and help source new business opportunities Partner with senior sales team members schedule meetings with new prospects, set up meetings with existing strategic accounts to identify growth and cross selling opportunities, and manage client feedback calls. Meet designated prospecting and meeting targets through cold calling and other lead generation efforts. Assist in the development of marketing materials and client presentations. Develop a working knowledge of the primary research methods, the competitor landscape, and the institutional investment industry investment process and investment strategies. What You Have: Bachelor's in finance or related degree from a four-year university. Broad base knowledge of the sales process from lead generation to relationship management. Excellent communicator capable of handling high-profile clients (Hedge Funds, Mutual Funds, and Private Equity Firms. Demonstrated ability to work in a team atmosphere. Desire to work i

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. The Role: We are currently looking for experienced OneStream/Oracle PBCS/EPBCS/FCCS Solution Architects to join in our OneStream practice. This role is responsible for implementing financial technology solutions using the OneStream software platform. OneStream is a modern, cloud-based solution in the Corporate Performance Management (CPM) space. We hire individuals who are passionate about solving problems and bringing innovative ideas to our clients and our team. As part of the OneStream team, you will help build a practice that is able to identify and implement solutions to help our clients utilize technology to run their businesses more effectively. In this role, the ideal candidate will be able to: Implementation of OneStream Solutions that span Requirements and Design, Development, Testing, Training and support Assist with pre-sales meetings with prospective clients including supporting client demos and proof-of-concept projects Collaborate seamlessly with internal and client-side resources and effectively communicate across various audiences Approach problems creatively and apply technical skills 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 Bus

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. The Role: We are currently looking for experienced OneStream Solution Architects to join in our OneStream practice. This role is responsible for implementing financial technology solutions using the OneStream software platform. OneStream is a modern, cloud-based solution in the Corporate Performance Management (CPM) space. We hire individuals who are passionate about solving problems and bringing innovative ideas to our clients and our team. As part of the OneStream team, you will help build a practice that is able to identify and implement solutions to help our clients utilize technology to run their businesses more effectively. In this role, the ideal candidate will be able to: Implementation of OneStream Solutions that span Requirements and Design, Development, Testing, Training and support Assist with pre-sales meetings with prospective clients including supporting client demos and proof-of-concept projects Collaborate seamlessly with internal and client-side resources and effectively communicate across various audiences Approach problems creatively and apply technical skills 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 t