Associate, Client Solutions (Financial Services)

Gerson Lehrman Group

  • 上海市
  • 长期
  • 全职
  • 18天前
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; andLearning 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 higherExcellent communication skills and fluency in English * Curiosity about the financial markets, including trends and white spacesPassion for problem -solving in a client service roleAbility to write, speak and present succinctly to deliver investment theses/ideasDemonstrated commercial acumen and interest, in some or all the following areas: Sales, negotiation, or networking with high-end professionals; and/orBusiness development, corporate development, product development, Product and project managementAbility to multi-task and prioritise activities effectively, while ensuring a high level of accuracy and attention to detailUp 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

Gerson Lehrman Group