Client Service Associate We are looking for energetic, self starters to join our growing business. You will be empowered to deal with some of the financial industry’s senior players, networking and gaining valuable exposure to support their investment process. You will be given the chance to prove yourself in a team environment. Responsibilities will include: - Identify and establish relationships with industry professionals across multiple industries
- Provide a key support function for client projects and their research
- Source and facilitate impactful meetings to aid client decision making
- Assist in research projects and campaigns
- Constant monitoring of industry developments
| Skills & Experience - 12-18 months minimum experience in client service, sales, market research or recruitment
- Proven ability to deliver and work in a fast-paced environment and to tight deadlines is desired
- Good organisational skills and ability to multi-task, you will work on multiple projects simultaneously
- Strong, above average communication skills – both written and verbal
- Attention to detail and a strong work ethic with proven ability to deliver
- Ability to work independently and part of a small close-knit team
- An interest in financial and investment markets
| This is an opportunity to fully showcase your client service skills in an interesting and rewarding role as well as join a fast-growing business. Apply Now
Graduate Position We are looking for proactive and dedicated self-starters, who want to make an impact on their career and to join our growing business. You will be empowered to network with senior industry players and gain valuable exposure to the investment process of top firms while being given the chance to prove yourself in a team environment. Responsibilities will include: - Identify and establish relationships with industry professionals
- Provide a key support function for client projects and their research
- Source and facilitate impactful meetings and calls to aid client decisions
- Assist in research projects and campaigns
- Constant monitoring of industry developments
| Skills & Experience - Graduate of a top tier University
- Experience in a client service role
- Proven ability to learn quickly
- Ability to deliver and work in a fast-paced environment and to tight deadlines
- Good organisational skills and ability to multi-task, you will work on multiple projects simultaneously
- Above average communication skills – both written and verbal
- Attention to detail and a strong work ethic
- Ability to work independently and part of a small close-knit team
- An interest in investment markets
| This is an opportunity to fully develop your client service skills in an interesting and rewarding role as well as learn in a fast-growing business. Apply Now
Sales Associate Are you a commercially minded professional with a passion for connecting people and ideas? Triangulate Knowledge is seeking a driven Sales Associate to join our expert network team. This is a high-impact role where you'll help investment professionals access the insights they need to make smarter decisions—by facilitating connections with top-tier experts across industries. You’ll be responsible for identifying new business opportunities, nurturing client relationships, and supporting the delivery of high-value expert engagements. This is a fast-paced, intellectually stimulating environment ideal for someone who thrives on building relationships, managing accounts, and driving growth Responsibilities will include: - Proactively identify and qualify sales leads across Listed and Unlisted fund managers, private equity firms, hedge funds, and consultancies.
- Support the Managing Director in strategic outreach and client development efforts.
- Source and coordinate expert consultations that directly support client investment and research processes.
- Assist in executing targeted sales campaigns and managing sales administration tasks.
- Monitor industry trends and client activity to anticipate needs and tailor outreach.
- Manage and grow existing client accounts, ensuring consistent engagement and satisfaction.
- Serve as a trusted point of contact for clients, providing updates, recommendations, and support throughout the engagement lifecycle.
- Track client interactions and feedback to identify upsell opportunities and improve service delivery.
- Collaborate with research and operations teams to ensure seamless execution of expert engagements.
| Skills & Experience - Minimum 12 months’ experience in client services, sales, market research, recruitment, or expert network operations.
- Proven success in building and managing a sales pipeline, with a focus on conversion and relationship-building.
- Strong organisational skills and the ability to manage multiple priorities in a fast-paced environment.
- Exceptional communication skills—confident, clear, and persuasive across both written and verbal formats.
- Detail-oriented with a strong work ethic and a passion for delivering results.
- Self-motivated and capable of working independently, while thriving in a team-oriented culture.
- A genuine interest in financial markets, investment strategies, and industry dynamics.
- Experience in account management or client relationship roles, ideally within an expert network or professional services environment.
- Ability to build trust and rapport with clients, understand their evolving needs, and deliver tailored solutions.
- Comfortable using CRM tools and tracking client engagement metrics.
| Be part of a dynamic, entrepreneurial team where you’ll work closely with senior industry leaders, contribute directly to the growth of the business, and thrive in a fast-paced, intellectually stimulating environment - while gaining exposure to investment decision-making and building a strong professional network. Apply Now |