Associate, Client Services (Jan & Feb 2026) jobs in United States
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Capvision · 2 hours ago

Associate, Client Services (Jan & Feb 2026)

Capvision is a leading primary research platform founded in 2019, connecting financial institutions and consulting firms with industry experts. As an Associate on the Client Services team, you will manage projects that influence client outcomes by sourcing experts and coordinating logistics in a dynamic, client-facing role.

ConsultingInformation Services
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Responsibilities

Own expert engagement from end to end: sourcing, vetting, outreach, and scheduling
Speak directly with experts and stakeholders across industries and time zones
Deliver on tight timelines across multiple fast-moving client workstreams
Understand business problems quickly and match them with relevant industry expertise
Drive outcomes through sound judgment, clear communication, and relentless follow-through

Qualification

Client engagementCommunication skillsProject managementBusiness acumenFluency in EnglishProactive attitudeDeadline-drivenAccountability

Required

Outstanding communicator with strong business instincts
Thrives in deadline-driven environments and takes ownership of results
Resourceful, proactive, and highly accountable
Authorized to work in the U.S. (STEM OPT holders welcome)
Strong fluency in verbal and written English

Preferred

Bachelor's degree from an accredited institution (3.5+ GPA preferred)
6–18 months of relevant professional or internship experience (client-facing roles a plus)

Benefits

Health, dental, vision insurance + 401K
Free daily lunch, snacks, Monday breakfast, and regular team events
Monthly commuter + mobile phone stipends ($1,800 in cash benefits)

Company

Capvision

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Capvision provides knowledge sharing services for those looking to grow, sustain, or improve their unique business and investment ventures.

Funding

Current Stage
Late Stage
Total Funding
unknown
2020-06-16Series Unknown

Leadership Team

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Drita Brija
Chief Compliance Officer, Americas & EMEA » International Business | Financial Industry Leadership
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Company data provided by crunchbase