Research Associate, Client Services

Overview & What We Do

Apex Leaders custom-recruits industry experts for our private equity firm clients. Through a bespoke process, we research, vet, and connect our clients with the most relevant, skilled advisors so that they can quickly and confidently navigate investment opportunities.

We are seeking a dynamic and results-driven Research Associate, Client Services who will identify and source specialized advisors, provide strategic research-related insights, and support client project success. This is an excellent opportunity for an individual who enjoys leveraging research and analytical skills to identify and engage specialized advisors, partnering with Client Services Managers, and managing multiple projects with strong organizational and problem-solving abilities.

We are open to this position being based at our headquarters in Boise,  can split time working in the office and working remotely, or can be based remotely out of one of the following states:
Illinois, Wisconsin, Michigan, Ohio, New York, New Jersey, Texas, Florida, or Nebraska. The Research Associate, Client Services will report directly to the Director of Client Services, and be a member of our Operations team.

At Apex Leaders, you are surrounded by collaborative, tenacious teammates who push each other to overcome obstacles, test the status quo, and achieve success every single day. We hire people who work hard and challenge themselves while also having fun along the way.

Our team is dedicated to creating a working environment where employees can grow and thrive. And we pride ourselves on creating an atmosphere that embodies our core values of Team First, Always, Win-Win, Talk to Each Other, Make Change, and Give a Damn.

Your mission as a Research Associate, Client Services is to perform custom research and provide research expertise and forward thinking innovation to the Operations team.

The Research Associate, Client Services conducts company, advisor and industry research to identify relevant individuals, using channels such as professional networks, industry associations, and trade publications. In this role, you will consult and support the Client Services Managers to ensure client projects are successful. You will also work with various members of the team to support ongoing company initiatives, process improvements, and strategic developments that accelerate the growth of Apex Leaders.

This position is a designated growth role with a clear and accelerated career path. Successful individuals will be developed for rapid advancement into a client-facing Client Services Manager role as dictated by business needs.

Additional duties include:

• Sourcing relevant leads, consulting on difficult client requests, and supporting client-facing teams to fulfill client requests.
• Reviewing and analyzing research requests and using a range of resources to identify the most relevant advisors across geographies, industries, and topics for each project.
• Partnering closely with Client Services Managers to understand the research request, make strategic recommendations and effectively communicate research status.
• Clearly and openly communicating with coworkers to build and maintain strong relationships.
• Independently deploying and completing internal operations initiatives.
• Managing multiple research and operations projects (i.e. Market Maps, Industry Reporting insights) with changing priorities.
• Embodying the Apex Leaders Core Values with team members, clients, and all other stakeholders.

• Bachelor’s degree from an accredited undergraduate institution or relevant equivalent experience required

• 0-2 years of experience in company or customer operations or a related field
• A history of academic and/or professional success

• Success starting, managing…