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Associate, Client Services

Remote · USA Full-time New today

Capvision is a leading primary research platform that connects top financial institutions, consulting firms, and global enterprises with industry experts across every sector and region. 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 to deliver insights.

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

Skills

  • 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)
  • 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

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 Overview

  • Capvision provides knowledge sharing services for those looking to grow, sustain, or improve their unique business and investment ventures. It was founded in 2006, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.capvision.com.
  • Company H1B Sponsorship

  • Capvision has a track record of offering H1B sponsorships, with 9 in 2025, 5 in 2024, 2 in 2023. Please note that this does not guarantee sponsorship for this specific role.
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