Associate, Client Services

About the role

Client Services Associates secure expert insights for global decision-makers navigating complex markets. The role accelerates commercial careers through intensive exposure to high-level industry conversations, with high performers advancing into management within two years. You will own the full lifecycle of client engagements, ensuring that strategic insight is delivered precisely when it is needed most. This position demands intellectual agility and the ability to synthesize complex information into actionable recommendations for senior stakeholders. You will act as a trusted interface between the client's strategic questions and the deepest available expertise in the market. Success in this role is defined by your capacity to build credibility quickly and manage high-stakes conversations with poise. You will be responsible for translating ambiguous business challenges into targeted research projects that yield measurable value.

Key facts

What you'll do

Ownership of projects uncovers client needs and schedules high-caliber expert calls from start to finish, directly addressing specific client requirements with precision and strategic insight. Expert outreach conducts cold calls across industries to overcome objections and secure buy-in under tight deadlines, ensuring expert time is secured for client discussions even in the most competitive scenarios. Multitasking balances multiple clients and projects at speed without compromising quality, enabling the team to meet demanding workloads and strict delivery timelines. Cross-selling drives adoption of the full service suite, including the content library, surveys, advisory, and 1-to-1 calls, expanding the value delivered to clients and deepening long-term partnerships. You will rigorously validate the accuracy and relevance of insights before delivery, maintaining the highest standards of integrity and reliability. The role involves continuous monitoring of usage signals and client health metrics to identify risks early and intervene before churn becomes likely. You will collaborate closely with internal stakeholders to align solutions with evolving market dynamics and client expectations.

Requirements

The posting states a minimum of 2 years of experience.

Business fluency in Norwegian (written and oral

Level C1 and above) is mandatory for this role to communicate effectively with Scandinavian experts. Intellectual strength, ambition, and leadership or extracurricular experience demonstrate grit through past achievements in complex environments. Confidence on the phone and in person enables persuasive conversations with experts and stakeholders, securing their participation in critical discussions. A Bachelor's degree is required as a foundational credential for entry into this role. You must possess the right to work in London without sponsorship, as this is a non-negotiable condition of employment. Previous exposure to expert networks or financial services insight environments is expected as part of the baseline qualification. Strong written communication skills are essential for documenting insights and maintaining clarity in all client-facing deliverables.

Practical notes

Start dates are flexible throughout 2027, allowing entry at multiple points during the year. The role is based in London with work-from-anywhere flexibility for one month annually, supported by comprehensive benefits. Typical interview steps

Customer success interviews usually include a support scenario, a communication exercise, and behavioral questions. Candidates may be asked to handle an upset customer or plan an onboarding call. Some loops test product knowledge. Empathy and clear writing are the core skills. Interviewers often ask how you would bring an unhappy account back on track. Structure your answer around listening, a plan, and follow up.

Good to know

The team uses expert networks, cold call techniques, and cross-selling across a global library of insights to deliver actionable intelligence. Success requires resilience, rapid learning, and ownership of end-to-end projects from initial outreach to final delivery. This position targets early-career graduates seeking fast growth in financial services insight environments. General expert network practices, cold call methodologies, and cross-selling strategies are common in financial services insight roles globally.

Questions to ask

Useful questions for the interview: what a typical week looks like, how work is assigned, what tools the team uses, and how feedback works. Asking how the role has changed recently and what the team wishes it had known when joining is also reasonable. Questions about the manager's priorities are especially valued.

Career growth

Customer success careers grow from specialist to manager and director levels. Some people move toward account management or solutions engineering. Deep product knowledge and cross-functional work with support, sales, and product teams become key at senior levels. Success careers reward product depth and relationship skills equally. Many leaders in this function started in support or account management.