Associate, Client Service

Summary

Join Third Bridge, a leading investment research firm, as an Associate in Client Services. This results-oriented role focuses on delivering exceptional client service within Consulting, Private Equity, or Public Equity & Credit verticals. You will connect clients with industry experts, manage projects, and build strong relationships. After completing training, key responsibilities include understanding client needs, identifying suitable experts, managing projects, and ensuring high-quality service. The ideal candidate is proactive, comfortable with phone outreach, and eager to develop skills in relationship-building, project management, and communication. Third Bridge offers competitive compensation, benefits, and growth opportunities.

Requirements

• Drive: You’ll learn how to stay motivated and resilient, taking ownership of your work and seeking responsibility. You’ll sharpen your ability to understand project requirements, within a range of industries and topics, and find solutions to ensure success
• Coachability: As you learn and grow, you’ll ask the right questions, quickly absorb feedback, and apply it to improve your performance and make informed decisions
• Credibility: You’ll strengthen your verbal and written communication skills, learning to adjust your style for different audiences and influence positive outcomes
• Problem Solving: You’ll develop a proactive mindset, learning to anticipate challenges and think strategically to overcome obstacles and deliver results
• This role is ideal for individuals who are proactive, comfortable with phone outreach, and eager to develop skills in relationship-building, project management, and professional communication

Responsibilities

• Deliver outstanding client service
• Establish and understand client needs and project requirements through effective communication and collaboration
• Problem solve client needs to anticipate likely requests, thinking creatively to recommend and schedule the right experts for each part of the project
• Establish strong client relations to be their trusted partner
• Build and maintain strong relationships with experts
• Identify and engage relevant experts from our network who are best suited to providing the insight the clients require on each project
• Find and recruit new experts into our network across various sectors to provide relevant insights for clients
• Proactively reach out to potential experts via phone and email, often through cold calls, to propose and engage them for specific projects
• Manage and deliver commercial projects
• Ensure a seamless, high-quality experience for clients and experts
• Schedule and monitor call feedback to ensure speedy and effective exchange of knowledge between experts and clients
• Prioritise and manage multiple client projects simultaneously, ensuring timely delivery of expert insights that meet client expectations
• Audit projects to identify areas of improvement for future projects

Benefits

• Competitive Compensation : Enjoy a competitive salary reflective of your skills and experience
• Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure
• Learning & Development : Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications
• Health & Well-being : Access private medical insurance, maternity benefits, and engage in various events promoting mental health
• Life Cover : Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC
• Flexibility : Embrace our work-from-anywhere policy, hybrid work options, and enjoy "Winter Fridays."
• Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5
• Recognition & Rewards : Earn points through our colleague-to-colleague recognition program, redeemable for hotels, gift cards, charity donations, and more
• Snacks & Refreshments : Stay energised with daily snacks, tea, and coffee provided
• CSR Days : Contribute to social responsibility with 2 CSR days annually – take time off to volunteer