Associate, Client Services

πŸ’° $5k-$7k
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: January 12, 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 Recruiting Associates to assist with our continued rapid expansion into the Americas, EMEA and APAC regions.

  • This job is night shift supporting out NYC office
  • This Job is a hybrid. In-office is required 3 days per week. Note: You will be on-site 5 days until you complete your training period and achieve your KPIs. Then hybrid, 3 days in office, 2 days remote in our Armstrong Corporate Center – Makati

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:

  • You have 0-6 years of solid phone experience in either of the following backgrounds: sales, recruiting, contact center, appointment setting, or lead generation directly working with stakeholders from the North American region.
  • Highly motivated individual driven by success and enjoys working in a dynamic environment.
  • Ability to support US EST time zone and possess excellent verbal and written English communication skills.
  • Effective time-management abilities require adapting to rapidly changing priorities.
  • Confidently represents our company to experts.
  • Bachelor’s degree in a relevant field from a strong university with strong academic performance
  • Having lead-sourcing/research techniques using LinkedIn (e.g. recruiting on social platforms and crafting Boolean search strings) is a plus.

Job Responsibilities:

  • You are a key decision-maker in expert selection, driving success through understanding client pain points, conducting cursory industry research, formulating and executing on sourcing strategies, and delivery of 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, industry research, identifying the right expert, 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 judgement with respect to matters of significance and have direct impact on business operations of Capvision, Capvision Experts, and Capvision Clients
  • Associates will work directly with Capvision Experts and have autonomy to negotiate and settle expert consultation rates
  • All team members are contributing members from the start. Research 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 use of tools such as LinkedIn, email, 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: www.capvision.com

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