Associate, Client Advisory

Jordan Park Group is dedicated to providing exceptional investment management and financial advisory services to a unique community of individuals, families, and institutions. Our clients are leaders in their fields, contributing significantly to business, philanthropy, government, and society. Our team comprises compassionate problem solvers with diverse ba…

Why Join Rogo?At Rogo, we're pioneering the future of financial analysis with Wall Street's first authentic AI analyst. Our mission is to empower finance professionals at premier investment banks, private equity funds, and investment firms by providing AI solutions that offer unmatched speed, precision, and insights. We're not just enhancing financial workflows; we're revolutionizing them from the ground up.This is a rare chance to become part of a transformational company at a pivotal moment. With a rapidly expanding clientele, validated product-market fit, and support from leading investors, we are rapidly scaling and creating a new category within enterprise AI.Our team is composed of sharp, driven individuals who are deeply committed to our mission. We work with intensity, take ownership of complex challenges, and maintain a relentless focus on our users. If you excel in a fast-paced environment, demand excellence, and wish to contribute to the evolution of finance, we encourage you to apply.Your ResponsibilitiesThe Advisory team at Rogo consists of former bankers and investors who advise top financial institutions on implementing AI in their daily operations and strategic planning. You will lead client engagements from pre-sale to up-sell, cultivating consultative relationships and customizing demonstrations that resonate with investors and deal teams. Much like Solutions Architects secure the “technical win,” you will drive the “financial win” by translating Rogo’s capabilities into tangible impacts across banking and investment scenarios.Engage with bankers and investors at current and potential client organizations to understand and resolve their workflow challenges, while illustrating the value of Rogo's AI solutions.Establish yourself as a trusted expert in addressing clients’ specific needs (e.g., financial research for public companies, M&A advisory, company diligence workflows).Conduct tailored product demonstrations that reflect the unique contexts of various financial firms, asking questions to confirm how Rogo can deliver value and showcasing relevant features and benefits for each client's potential applications.Collaborate with the marketing team to create content that resonates with bankers and investors, customized to their specific practice areas and client demographics.Serve as the “Voice of the Customer,” utilizing your industry knowledge to assist the broader sales team in developing and implementing more effective strategies, and synthesizing customer feedback for the product team from a financial services perspective.

At Jordan Park Group, we are dedicated to providing comprehensive investment management and financial advisory services to a unique community of individuals, families, and institutions. Our clients have made significant contributions across various sectors including business, philanthropy, government, and society. Our team is comprised of empathetic problem solvers with a rich diversity of experience. We thrive in challenging environments, navigating complexities to empower our clients in achieving their optimal financial outcomes.Our mission is to enhance lives and legacies, ensuring that our clients realize their financial aspirations. Vice President, Client AdvisoryNew York, New YorkJordan Park’s Client Advisory Team is focused on delivering a superior and distinctive client experience. By seamlessly integrating investment management, financial planning, and tailored advisory services, we address the comprehensive financial needs of our clients, including portfolio construction, risk management, cash flow planning, and stock diversification.

At Centri Business Consulting, we pride ourselves on delivering premium advisory consulting services to our clients, characterized by our responsiveness and reliability. Our team provides essential expertise to help companies navigate their reporting requirements effectively. We specialize in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, as well as tax advisory, CFO advisory, and HR advisory services tailored for businesses across various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals possess the specialized skills and extensive expertise needed to ensure timely and accurate project completion.We are One Firm, One Team, and One Culture. This ethos drives our operations at Centri, where we are committed to fostering your professional growth and development. You're not just a number; you are an integral part of the Centri Family.Career Advancement:Joining Centri is not merely a job; it is a pathway to a rewarding career. We prioritize talent over tenure, empowering our team members to take charge of their individual growth and career paths.

Overview:Join the dedicated Client Service team at Guidepoint, where we empower our clients by connecting them with industry experts to enhance their business decision-making processes. Our team is committed to understanding the unique research needs of each client and delivering the most relevant experts, often within just a few hours.Your Impact:As a Client Service Associate, you will play a crucial role in our success by grasping your clients' specific business inquiries and identifying the experts best positioned to provide insights. You will actively recruit new experts into our extensive network of over 1,750,000 Guidepoint Advisors, ensuring the right match for every client interaction. This position is an excellent opportunity for recent graduates to launch their careers in a dynamic environment.

At Centri Business Consulting, we pride ourselves on delivering exceptional advisory consulting services that cater to the unique needs of our clients. We specialize in providing the expertise necessary for companies to fulfill their reporting obligations. Our services encompass financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory, along with CFO and HR advisory services for businesses across various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our dedicated professionals are equipped with the specialized knowledge and diverse skill sets to ensure timely and accurate project completion.We are One Firm, One Team, and One Culture. This philosophy is central to our operations at Centri. We focus on fostering personal and professional growth, ensuring that every team member feels valued as part of the Centri Family.Career Advancement:At Centri, your career is more than just a job; it is a pathway for growth. We promote based on talent, not tenure, empowering our team to take charge of their career trajectories.

Allworth Financial is an independent investment advisory firm specializing in retirement planning, investment advising, and 401(k) management. Founded in 1993, the company has expanded beyond its Sacramento origins to become a multi-billion dollar organization. Allworth is backed by private equity and has received recognition for its dedication to client well-being and education, including honors from the National Business Research Institute and a spot among Barron's Top 40 RIAs in 2024. Role overview The Front Desk Associate/Service Associate Hybrid is a full-time, on-site position in Dansville, NY. The schedule is five days per week. Annual salary ranges from $50,000 to $55,000. This non-exempt role blends client-facing duties with administrative support. What you will do Act as the first point of contact for clients and visitors at the front desk Manage incoming calls and direct them to the right person Greet clients and create a welcoming atmosphere Schedule appointments and coordinate calendars for advisors Collaborate with advisors to support a smooth client experience Handle office administration tasks as needed Maintain a personalized approach in every client interaction Why join Allworth Join a firm recognized for employee and client satisfaction Work in a team that values personalized service and collaboration Develop your skills in a respected, award-winning financial advisory company

At CrossCountry Consulting, we aspire to create a distinct advisory firm, firmly rooted in our Core Values. Our focus is on nurturing a positive environment not only for our clients but also for our team members. We believe that collaboration, enthusiasm, generosity, and perseverance are fundamental to our success. Our advisory solutions encompass accounting and risk management, technology-driven transformation, and transaction advisory services. We partner with our clients to tackle contemporary challenges and deliver both immediate and long-term value.Our dedication to our employees has garnered us numerous accolades, including recognition as one of Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover insights into our unique culture by clicking here.We are currently on the lookout for an Associate Director to spearhead the growth of our Accounting Advisory practice in the New York and New Jersey markets. In this pivotal role, you will provide a variety of accounting advisory services, including support for initial public offerings, guidance on complex accounting policies under US GAAP and/or IFRS, assistance with financial restatements, financial reporting, and navigating complex transactions. You will also contribute to enhancing internal control processes and fostering continuous improvement within finance and accounting functions. If you have a passion for providing advisory expertise to local clients, this is a remarkable opportunity to join our dynamic, collaborative, and entrepreneurial team at CrossCountry Consulting.

At CrossCountry Consulting, our mission is to establish a distinctive advisory firm that prioritizes our Core Values. We are committed to providing an exceptional experience not only for our clients but also for our team members. We believe that collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our advisory services encompass operational accounting, risk management, technology-driven transformation, and transaction support, enabling us to partner effectively with clients to address current challenges and unlock future value.Our dedication to our employees has been recognized through numerous accolades, including being named one of Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover insights from our employees about our unique culture by clicking here.Joining our rapidly expanding Accounting Advisory practice means you will act as a trusted advisor to a diverse array of clients across various industries, stages, and sizes. This includes early-stage startups, growth-oriented companies, middle-market firms, and large, complex organizations. You will gain significant exposure to Private Equity-backed portfolio companies, leveraging your practical experience and insights to deliver customized integrated solutions that address immediate challenges while laying the groundwork for sustained future success. As an Associate Director, you will oversee client delivery, lead teams, mentor junior staff, and contribute to business development efforts.

Key Responsibilities:Embrace and exemplify the core values of IMA.Appreciate and foster diversity, equity, and inclusion within the IMA team.Provide expert and timely support to Commercial Lines Service Teams through various communication channels including AMS, email, and phone.Efficiently manage workload while adhering to deadlines and special instructions, demonstrating meticulous attention to detail.Assist Account Managers by executing tasks assigned through Epic related to client-facing deliverables in the Center of Excellence.Responsibilities include, but are not limited to: processing Auto ID Cards, handling Claim Reporting Instructions, creating and inputting Premium & Loss Summary, processing endorsements and invoices, managing Experience Mod Ordering and E-filing, preparing renewal invoices, obtaining MVRs, ordering Loss Runs, uploading files to client-facing portals, conducting policy quick checks, compiling individual loss run data, and preparing renewal applications and audits.Participate in special projects as directed.

Join Rokt, a leader in hyper-growth ecommerce. At Rokt, we redefine the ecommerce landscape by delivering real-time relevance at critical moments. Our innovative AI Brain and expansive ecommerce Network facilitate billions of transactions, connecting hundreds of millions of customers while earning the trust of leading global brands.We are a collaborative team of innovators dedicated to empowering businesses with inventive strategies that meet customer demands and drive additional revenue. Many of the world's foremost companies achieve between 10% to 50% in extra revenue — and often all their profits — through the supplementary products and services they offer. This competitive advantage opens up a realm of growth and innovation opportunities.At Rokt, we prioritize transparency in career development and compensation. We believe in a clear career progression with defined compensation structures, allowing our Rokt'stars to continually elevate standards and explore new possibilities.Position Overview: Client Success AssociateTarget total compensation ranges from $71,000 to $118,000. This includes a fixed annual salary of $63,500 to $95,000, a target commission of $2,500 to $14,000, an equity grant, and exceptional benefits.Equity grants are offered in good faith, contingent upon company policies, board approval, and individual eligibility.Role Responsibilities:Act as a trusted partner to Rokt’s clients, taking ownership of post-sale relationships with top-tier ecommerce companies. You will manage their campaigns, analyze performance metrics, and identify ways to enhance value through Rokt’s AI-driven platform. Instead of remaining on the sidelines, you will actively shape strategies, identify growth prospects, and transform data into actionable insights that have a meaningful impact on client success. If you excel in relationship-building, data-driven problem-solving, and operating at the intersection of technology and business, this role places you at the forefront of how Rokt enhances and broadens its partnerships. A comprehensive onboarding program will equip you with the necessary understanding of Rokt’s products and business operations, enabling you to deliver significant results for clients from day one.The Client Success team focuses on:Enhancing client outcomes (e.g., managing account performance, optimizing campaigns, and ensuring partners consistently achieve their goals via Rokt's AI platform)Transforming data into strategic insights (e.g., leveraging analytics to discern effective strategies, identifying new opportunities, and converting insights into practical recommendations)Aiding clients' voices internally (e.g., collaborating with product, engineering, and marketing teams to ensure client needs are integrated into strategic initiatives)

At Centri Business Consulting, we pride ourselves on delivering top-tier advisory consulting services that are both reliable and responsive to our clients' needs. Our expertise empowers businesses to fulfill their reporting obligations effectively. We specialize in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory, as well as CFO and HR advisory services across diverse industries. Whether dealing with complex technical accounting transactions or routine financial reporting, our team of professionals is equipped with the specialized expertise to ensure projects are completed in a timely and accurate manner.We are One Firm, One Team, and One Culture. This philosophy is central to our operations at Centri. Our commitment to your professional growth is paramount; you are not just a number, but a valued member of the Centri Family.Career Advancement:Joining Centri means embarking on a meaningful career path. We promote based on talent, not tenure, allowing our team members to take charge of their career development.

About PMG PMG is a global independent marketing services and technology firm, recognized by Ad Age as a Best Place to Work for 11 years running and named by Fast Company as a Best Workplace for Innovators since 2022. The company brings together business strategy, creative thinking, media expertise, and proprietary technology (Alli) to deliver digital solutions and media strategies. PMG’s team of over 900 professionals supports brands like Apple, Nike, Sephora, Experian, and Whole Foods in more than 85 countries. Role Overview: Senior Associate, Client Strategy This Senior Associate, Client Strategy position sits in New York, NY. The role centers on shaping media strategies that help brands grow, adapt, and connect with their audiences. The work goes beyond campaign management, blending business insight, media planning, and cross-channel collaboration to drive results. What You Will Do Partner with clients, media leads, analytics teams, and creative partners to design and execute media strategies tailored to each brand’s goals Manage daily client communications and relationships Develop strategic plans that guide media investment and campaign direction Monitor and report on campaign performance, identifying opportunities for optimization Contribute innovative ideas to improve client satisfaction and engagement Refine internal processes and support team planning initiatives Help drive projects that enhance both client outcomes and agency standards What PMG Values PMG encourages curiosity, accountability, and creativity. The team values leadership at every level and supports professional growth, aiming to create an environment where each person can make a meaningful impact. Who Thrives Here This role suits those who build strong client relationships, enjoy collaborating across disciplines, and want to help brands grow through smart, integrated media solutions.

Join AlphaSights as an Associate in Client Service, where you will play a pivotal role in connecting clients with the expertise they need to make informed decisions. In this dynamic position, you will engage with clients, understand their needs, and work collaboratively with our team to deliver tailored solutions. Your ability to analyze information and communicate effectively will be crucial in ensuring client satisfaction and fostering long-term relationships.

Join our dynamic team at Alpha Insight Inc. as a Client Service Associate. In this role, you will play a pivotal part in ensuring exceptional client experience through effective communication and problem-solving. Your responsibilities will include managing client inquiries, assisting with account management, and liaising with internal teams to provide seamless service.We are looking for proactive individuals who thrive in a fast-paced environment and are eager to contribute to client satisfaction and retention.

Overview: Axios is a dynamic media organization committed to delivering reliable and award-winning news content in an audience-centric format. We are seeking an Associate Director of Client Partnerships to join our expanding advertising team in New York, reporting directly to the Head of Strategic Partnerships! Importance of the Role: This position plays a crucial role in collaborating with both new and existing partners to drive Axios' revenue growth through effective client partnerships. In-Depth Expectations: The ideal candidate will demonstrate an entrepreneurial spirit and a strong passion for Axios' mission. This high-energy role requires a proactive mindset, superior communication abilities, effective prioritization, an understanding of partner business objectives, and a talent for crafting innovative solutions. Proven experience in lead generation is essential. What We’re Looking For: The ideal candidate should possess the following qualifications: A minimum of 5 years of experience in sales, specifically within the digital media/news sector. Established relationships with key agencies and brands. Experience in an outbound sales environment. A solid understanding of digital media, online marketing technologies, and Axios' competitive landscape. Exceptional collaboration skills, both within the team and across departments. Willingness to travel and engage in social events and networking opportunities. A growth mindset with a desire to continuously learn and enhance your skills. Comfortable balancing outbound sales strategies with nurturing inbound leads and existing client relationships.

About NabisNabis stands as the leading licensed cannabis wholesale platform globally, distributing over $1 billion worth of cannabis products each year from a multitude of brands to retailers in California, New York, and Nevada. Our vision is to empower individuals to explore cannabis by offering variety, accessibility, and innovative solutions. We are at the forefront of this industry, developing a cutting-edge, technology-driven platform designed to scale the cannabis market.Supported by renowned investors, including Y Combinator, Stanley Tang (Co-Founder of DoorDash), NFL Hall of Famer Joe Montana, Paul Buchheit (creator of Gmail), and Justin Kan (Co-Founder of Twitch), Nabis is rapidly expanding throughout the U.S. with the ambition to establish the most extensive and impactful cannabis distribution network worldwide.The RoleThis position, based in New York, will bolster Nabis’ expanding operations in the New York market, collaborating with brands and retail partners under the regulations of the New York State Office of Cannabis Management (OCM). The Client Experience Associate will serve as a vital extension of the Nabis team, ensuring alignment between the objectives of our brands and retail partners with our daily operations. The ideal candidate will be punctual, detail-oriented, empathetic, and possess excellent communication skills. They will thrive in customer service environments and operational settings.Responsibilities:Assist both internal and external Nabis Partners, including brands and retailers.Support customer experience managers with various projects.Provide general assistance to Operations Managers.Handle inbound and outbound communications via calls, emails, and chats.Maintain response metrics, call rates, and other KPIs at or above team standards.Monitor and manage communications to keep all departments informed and proactive.Collaborate with diverse internal and external stakeholders to advocate for partner needs and facilitate solutions that enhance partner success.Identify and escalate issues through the proper channels.

Start Dates Available: Immediate Start and Summer 2026 Are you eager to kickstart your career in a dynamic commercial environment? Do you want to make an immediate impact while charting a clear career trajectory? If so, our Associate Program is the perfect fit for you. About AlphaSights At AlphaSights, we unite some of the most driven individuals from around the world to collaborate with leading investment funds, strategy consultancies, and Fortune 500 companies. Our mission is to empower our clients by connecting them with niche experts, enhancing their decision-making capabilities and propelling progress. Founded in 2008, AlphaSights has experienced remarkable growth, employing over 1,500 professionals across nine cities globally. As a recognized market leader and one of the fastest-growing companies, we maintain a relentless pursuit of excellence, hiring only the brightest graduates to help us reach new heights. Jumpstart your career with us if: You excel in a fast-paced, results-driven environment. You possess a client-focused mindset. You thrive under pressure and enjoy meeting tight deadlines. You are determined, resilient, and ready to take initiative. A day in the life of an Associate As an Associate within the Client Service team, you will serve as the crucial link between our clients and the expert knowledge they require. Your day will involve managing multiple projects for investors, strategists, and dealmakers from top-tier organizations seeking expert insights to guide their decision-making. This role demands excellent communication skills and the ability to multitask across various workstreams. Your key responsibilities will include: Recruiting experts: Engaging with experts who are the best matches for client projects, often under pressing deadlines. Understanding project and market context: Grasping the legal and regulatory frameworks in which clients and experts operate. Owning project management: Managing all aspects of client-expert communications and ensuring smooth scheduling of meetings.

Role overview The Client Service Associate at SPS North America plays a key part in supporting client satisfaction and building strong relationships. Based in New York, this position centers on managing client inquiries and ensuring requests are handled promptly and professionally. The work directly contributes to a positive client experience and ongoing loyalty. What you will do Respond to client inquiries and service requests with attention and care Provide timely and accurate information to clients Collaborate with internal teams to resolve client issues and improve service quality Assist in efforts to strengthen and maintain client relationships

Join AlphaSights as a Summer Associate in Client Service for 2027. This is an exciting opportunity for individuals eager to develop their professional skills in a dynamic environment. As a Summer Associate, you will work closely with clients to deliver tailored insights and solutions, enhancing their strategic decisions.