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Capvision · 1 month ago

Associate/Sr. Associate, Client Services - Financial Institution Client Strategy

New York, New York, United States

Full-time

Onsite

New Grad, Entry Level

$80K/yr - $100K/yr

0+ years exp

Capvision is a leading primary research platform that connects top financial institutions, consulting firms, and global enterprises with industry experts. As an Associate on the Client Services team, you will take full ownership of projects that influence clients’ strategic outcomes, managing expert engagement and communications.

ConsultingInformation Services

No H1B

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-facing experienceFinancial knowledgeCommunicationProject managementProactiveAccountableFluency in English

Required

Bachelor's degree from an accredited institution

6–18 months of relevant professional or internship experience

Excited to partner with leading financial institutions — private equity, venture capital, hedge funds, asset managers, and investment banks — and meet their high expectations for accuracy, responsiveness, and professionalism

Deeply curious about how businesses and markets work

Brings a journalistic curiosity with commercial discipline

A strong communicator who can engage confidently with both senior clients and seasoned industry executives

Thrives in a high-volume, time-sensitive environment, balancing speed with quality and attention to detail

Proactive, accountable, and self-directed, taking ownership of your pipeline and outcomes

Authorized to work in the U.S. (STEM OPT holders welcome)

Strong fluency in verbal and written English