Associate, Client Services

πŸ’° $5k
πŸ‡΅πŸ‡­ Philippines - Remote
πŸ’¬ Customer Service🟒 Entry Level

Job description

About Capvision

We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in expert interviews and surveys, business consulting, and in-person/remote conferences.

Start Date July 2026

Build your career and unlock your potential at Capvision, one of the fastest growing expert networks in the world, providing primary research and consulting services to some of the largest private equity funds, hedge funds and consulting firms across the globe. Capvision is currently looking for exceptional external-facing, Associates to assist with our continued rapid expansion into the Americas, EMEA and APAC regions.

  • This job is a night shift fixed schedule supporting our NYC office
  • This role offers a hybrid work environment. 5 Days on-site required during the initial training period and until achievement of KPI. WFH is permissible up to 2 days per week in non-training periods.

Why Join Us?

A career at Capvision will provide you the opportunity to help institutional investors and management consultants discover new insights and make cutting edge business decisions by connecting them with industry subject matter experts for 1-1 discussions. As part of our team, you will develop a deep understanding of a client’s underlying research interest and build a knowledge base of multiple industries.

No two days are the same at Capvision. At one moment you will be assisting a hedge fund’s research into the European airlines market by recruiting an industry expert in the space. At the next you will be working alongside a global management consulting firm and speaking to a former c-suite executive from a Fortune 10 company who can provide insights into the United States eCommerce and Grocery Delivery space.

Does this sound interesting to you?

Who You Are:

  • At least 0-6 months of work or internship experience, preferably in business, finance, customer success/support, recruiting, sourcing, or talent experience at a recruiting agency, in-house recruiting function, BPO, or consulting firm.
  • Recent graduate with a bachelor’s degree in a relevant field from a reputable university with strong academic performance
  • Highly motivated person, driven by success and growing their career with an ability to work in a fast-paced client-driven environment
  • Ability to work the US EST schedule
  • Interest in consulting, professional services, sales, and/or recruiting
  • Excellent verbal and written English communication skills
  • Ability to positively present our Company to experts
  • Effective time-management abilities

Job Responsibilities:

  • You will join either our research or survey client services team, working with healthcare, financial services, or consulting clients
  • This is a voice-based role and requires frequent phone communication to US and European clients
  • You are a key decision-maker in expert selection, driving success through understanding client pain points, conducting cursory industry research, formulating and executing sourcing strategies, and delivering qualified experts, advisors, and consultants to influence client research
  • Your experience will be diverse. Each project will offer a new opportunity to make a connection and understand market trends and sectors you never knew existed
  • Responsible for the success/management of entire scopes of a project, including but not limited to, identifying the right expert, industry research, searching through our network, and direct communication with high-stakes clients
  • You will lead the charge in developing screening criteria and questions, as well as sourcing strategies to deliver qualified consultants, experts, and advisors to clients, based on client briefs and instructions
  • Capvision Associates exercise discretion and independent judgment with respect to matters of significance and have a direct impact on the business operations of Capvision, Capvision Experts, and Capvision Clients
  • Associates will work directly with Capvision Experts and have the autonomy to negotiate and settle expert consultation rates
  • All team members are contributing members from the start. Associates will work as a team to directly assist well-known clients to build trust and deliver a high-quality product by reaching out and recruiting industry executives.
  • Associates direct decision-making for arranging and facilitating expert consultations and deliverables for Capvision clients through the use of tools such as LinkedIn, email, and phone for onboarding, screening, and scheduling
  • Responsible for communication and end-to-end management of international, cross-office projects with Key Opinion Leaders, C-level executives, and subject matter experts

Benefits:

  • Competitive compensation program - Monthly Salary starting at PHP 25,000 for less than 1 year experience and PHP 35,000 for experienced hires + 10% night differential allowance + uncapped, no limit monthly performance bonus of PHP 11,400
  • Vacation leave, US holiday leave, sick leave
  • 13th Month Pay
  • Government Mandated Benefits + HMO
  • Be a member of a pioneer office at the World’s Fastest-Growing-Expert Network
  • You will work with our HQ in NYC. Be a part of a fun, friendly, and family-oriented culture.
  • Very fast-paced and motivated culture
  • High growth potential and management opportunities in the immediate term and future

Website:Β www.capvision.com

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