Associate, Client Solutions (Financial Services)

Reposted 5 Days Ago
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Shanghai, Shanghai Municipality, Shanghai, CHN
In-Office
Junior
Professional Services • Software • Consulting • Financial Services
GLG connects thousands of the world’s best businesses to the largest and most varied source of first-hand expertise.
The Role
Serve as a front-line client service professional for financial services clients, expanding and engaging expert Councils, supporting client engagements (consultations, surveys, events), collaborating with senior team members and business development, and learning compliance to protect engagement integrity.
Summary Generated by Built In
Our Client Solutions Associates are front-line client service professionals and the engine of GLG. They work closely with our clients in the financial services industries -- including public equity/ private equity/ private credit -- on the critical decisions they make every day. These custom learning solutions include phone consultations and one-on-one meetings, as well as surveys, reports, and site tours with leading experts and C-suite executives.
 
Client Solutions Associates work in teams across industries, connecting our clients to the insight they need from leading doctors, academics, scientists, policy specialists, strategists, executives and other experts with years of on-the-ground experience. Client Solutions Associates themselves also develop into subject matter experts across industries and topics via their client service role.
 
In this role, you will undergo comprehensive training of which some of the key initial responsibilities include:
  • Expanding GLG Councils and learning to effectively and clearly explain GLG’s value proposition and business model to leading industry thought leaders;

  • Engaging Council Members on a daily basis to understand their capabilities and knowledge on specific client requests;

  • Supporting senior team members on all aspects of client engagements; and

  • Learning our compliance policies and procedures to protect the integrity of client engagements.

  • As you progress in this role you will gain more autonomy by:

  • Executing custom projects across client firms – including consultations, surveys, and special projects;

  • Continuing to expand GLG Councils;

  • Engaging with clients daily to understand their needs and provide exceptional service;

  • Maintaining accountability and responsibility for client projects and overall client experience;

  • Collaborating with our Business Development team on revenue growth opportunities and ensure retention on existing accounts;

  • Collaborating closely with senior team members to program live event content for Greater China as well as more broadly distributed virtual event content.

Requirements:

  • Bachelors degree, or higher

  • Excellent communication skills and fluency in English 

  • Curiosity about the financial markets, including trends and white spaces
  • Passion for problem -solving in a client service role

  • Ability to write, speak and present succinctly to deliver investment theses/ideas

  • Demonstrated commercial acumen and interest, in some or all the following areas: Sales, negotiation, or networking with high-end professionals; and/or 

  • Business development, corporate development, product development, Product and project management

  • Ability to multi-task and prioritise activities effectively, while ensuring a high level of accuracy and attention to detail

  • Up to 2 years of work experience in client-facing, account management or analyst roles in relevant industries such as banking, business services, consultancies and financial services or start up environment


About GLG / Gerson Lehrman Group

GLG is the world’s leading platform for trusted human expertise. We connect global decision-makers—from hedge fund managers and private equity partners to strategy leaders at Fortune 500s—with the specific, authoritative voices required to answer their most critical questions.

At GLG, you are an extension of our clients' core teams. You will work at the intersection of industries and global markets, navigating high-stakes challenges across the full spectrum of their strategic initiatives. Operating within the industry’s most trusted research environment, you’ll help our clients capture the nuanced perspectives that drive smarter, faster business outcomes.

We are a global team of pragmatic problem-solvers who mirror the intensity of the markets we serve. If you are driven by intellectual curiosity and a bias toward action, join us in reinventing the industry we invented.

Gerson Lehrman Group, Inc. (“GLG”) is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, race, religion, color, marital status, disability, gender, national origin, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

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The Company
HQ: New York, NY
9,740 Employees
Year Founded: 1998

What We Do

GLG is the world’s insight network. We connect decision makers to the right experts so they can act with the confidence that comes from true clarity and have what it takes to get ahead. Our network of experts is the world’s largest and most varied source of first-hand expertise, and we recruit hundreds of new experts every day. We bring the power of insight to every great professional decision. Visit GLGinsights.com. For information regarding GLG’s practices with respect to personal information, please visit our privacy policy at https://glginsights.com/privacy-policy/

Why Work With Us

In addition to our unique business model, GLG boasts a diverse culture of smart, dynamic professionals across our 20 global offices.

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