Client Services Associate

Career Group; Westport (CT); Hybrid; USD 135,000 - 200,000; Full time

Job summary

Career Group is seeking a high-energy Associate to act as the operational heart of our Client Service team at a premier investment firm in Westport, CT. The role is hybrid with 4 days onsite and 1 day remote, offering a compensation range of $135,000–$200,000 plus a strong benefits package.

You will drive operations, coordinate client events and travel, manage CRM data, and serve as the main point of contact for sophisticated global institutional investors.

Qualifications

• Experience handling high-volume, complex workflows without errors.
• Logistics and events coordination experience with attention to detail.
• Ability to manage global client inquiries with professionalism.
• Hybrid work availability and flexibility to support global clients.

Responsibilities

• Drive Operations: translate goals into operational cadence with Senior Client Advisors.
• Project Management: orchestrate client events, global travel, and presentations from concept to execution.
• Client Interface: be the first contact for global institutional investors with professionalism.
• Synthesize & Synchronize: distill complex info for senior leaders and maintain CRM data accuracy.
• Problem Solve: anticipate bottlenecks and convert ambiguity into action.

Skills

Operations management

Project coordination

Client relations

CRM data management

Problem solving

Tools

CRM software

Job description

A premier investment firm is seeking a high-energy, logistics-obsessed Associate to serve as theoperational heart of our Client Service team.

In this high-visibility role, you aren't just providing support; you are the "connective tissue" ensuring our world-class clients receive an unparalleled experience. You will field, coordinate, and execute everything moving in and out of a fast-paced, high-stakes environment.

Location: Westport, CT (Hybrid: 4 days onsite / 1 day remote).

Compensation & Benefits: $135,000 - $200,000 (Includes base salary + discretionary target bonus) plus exceptional benefits package

What You’ll Do

• Drive Operations: Partner with Senior Client Advisors to translate business goals into an organized operational cadence.
• Project Management: Orchestrate logistics for client events, global travel, and high-level presentations from concept to execution.
• Client Interface: Serve as the first point of contact for sophisticated global institutional investors, handling inquiries with extreme professionalism.
• Synthesize & Synchronize: Distill complex information for senior leaders, manage CRM data, and ensure the team is fully prepped for every interaction.
• Problem Solve: Anticipate bottlenecks before they happen and turn ambiguity into action.

Who You Are

• Operationally Excellent: You have "grit" and a track record of managing high-volume, complex workflows without dropping the ball.
• Proactive & Flexible: You take ownership of your work. While standard hours are ~9:00 AM - 5:30 PM, you have the flexibility to log in early or late to support global clients and meet deadlines.
• Polished Communicator: You can navigate high-pressure situations with calm and professionalism.

Backgrounds That Excel Here

Financial services experience is a plus, but we value track record over industry. We've seen great success with candidates from:

• Event Management & Logistics
• Executive or Administrative Support
• Project Management
• Investor Relations