Associate, Client Services
Hybrid · Austin, Texas, United States or Charlotte, Texas, United States
Job Summary
Associate, Client Services within the Global Client Group responsible for operational logistics and coordination of Way of Selling cohorts. Drives planning cycles, schedules leadership/facilitators/client representatives, handles cohort-facing communications, coordinates with Events/Marketing/Client Communications teams, maintains and fulfills materials and collateral, supports sales training from start to finish, analyzes attendee demographics, and contributes to enhancing cohort experiences. Requires collaboration across teams, strong organizational skills, proactive problem solving, and willingness to travel. Hybrid work model with office-first approach and an option to work remotely on some days, located in Austin or Charlotte. Licenses SIE, Series 7, and Series 66 (or attainment within 12 weeks) are part of the requirements; degree and 1-3 years of experience are specified.
Required Qualifications
- Bachelor's degree required with a strong academic record
- 1-3 years of work experience (including internships)
- Strong project management skills including project planning
- Excellent verbal and written communication and interpersonal skills
- Detail-oriented
- Willingness to travel
- SIE, Series 7, and Series 66 licenses (or attainment within the first 12 weeks of hire as a condition of employment)
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