Client Relation Associate Jobs

Client Relations Associate

The Client Relations Associate is a client facing position that plays an importa...

Location

United States , Williston

Salary:

Not provided

Davis & Hodgdon Associates

Expiration Date

Until further notice

Requirements

Experience with MS Teams and Office applications
Must be detail oriented, disciplined, and highly organized
Demonstrated experience learning new software and procedures quickly
Possess strong communication skills and professional image
Ability to manage own work with minimal supervision and resolve complex questions and problems with members of the operations team
Experience working in a professional services setting is preferred

Job Responsibility

Assist clients by addressing inquiries, concerns, and updates on their projects
Routing calls, emails and correspondence to the appropriate Associate as well as ensure that follow up was made in response to the correspondence
Drafting up deadline notifications to be sent to clients
Communicating deadlines for receiving information and providing deliverable with clients
Assist clients with their portal accounts to include sending and receiving information
Proactively address client concerns and escalate issues as necessary
Assembling deliverables such as tax returns and financial statements for clients
Setting up client portals as well as providing education to clients during the onboarding process
Assist in creating and sending out engagement letters and tax organizers
Responsible for setting up projects and updating critical workflow information

What we offer

40 hours of extra PTO for the year
Competitive compensation and benefits package including attractive incentives and a healthy work-life balance

Fulltime

Public Relations Associate

Location

United States , Washington, D.C.

Salary:

Not provided

Bluetext

Expiration Date

Until further notice

Requirements

1 to 3 years experience at an agency
supported PR for technology clients
proficient and knowledgeable of the PR industry and its tools
delivered great results for clients
good writer
loves to pitch

New

Junior Associate – Client Accounting

The Junior Associate – Client Accounting is an entry-level role. The role holder...

Location

Mauritius , Port Louis

Salary:

Not provided

ACCA

Expiration Date

January 09, 2026

Requirements

Degree holder or partly qualified ACA or ACCA
No prior Experience required
Experienced in basic accounting
Knowledge of accounting standards (IFRS and relevant GAAPS) would be preferred
Competent at the basic level of MS Office Word and Excel
Fluent in English

Job Responsibility

Assist in performing daily bookkeeping tasks on accounting software
Assist Senior Associate in preparation of accounting activities (Periodic Accounts, Preparation of accounting files, Prepare data for Tax computations)
Assist in carrying out Transfer instructions
Assist in attending simple client queries
Assist in uploading tax return on MNS
Download and complete surveys on ODCS platform
Compile information and update regulatory Survey forms
Download and complete excel forms from ODCS
Upload forms and financial statements on ODCS
Prepare simple tax computations

What we offer

Hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues
Learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers

New

Boutique Private Client Associate

The firm counsels ultra-high net worth clients in complex and high-stakes disput...

Location

United States , New York City

Salary:

175000.00 - 215000.00 USD / Year

Lord Gurman & Lewis

Expiration Date

Until further notice

Requirements

About one to four years of experience in estate planning, real estate, or corporate law
BigLaw or equivalent background
Strong academic credentials
New York bar admission

Job Responsibility

Review and preparation of legal documents including wills, trusts, LLC agreements, powers of attorney, and healthcare directives
Drafting prenuptial and postnuptial agreements and out-of-court settlement agreements
Estate and trust administration matters
Legal research on related private client issues

What we offer

Discretionary bonus
Collegial atmosphere with many former BigLaw attorneys
Sophisticated clientele and complex, high-stakes matters

Fulltime

New

Customer Relations Associate

About Us: Vision Government Solutions is a leading software & services company p...

Location

United States

Salary:

Not provided

Vision Government Solutions Inc

Expiration Date

Until further notice

Requirements

Bachelor’s Degree preferred or equivalent work experience in a technical field
Proven ability to network with peers and associated business groups
Strong self-starter with an exceptional work ethic who has a passion for learning and commitment to exceeding goals
Excellent customer service skills, including written, verbal, and organizational communication skills
Receptive to guidance and willing to learn
Ability to learn new software quickly and thoroughly
Confident and engaging public speaker comfortable with large audiences
Able to effectively triage and troubleshoot simultaneous support and training requests
Proficient in Microsoft Office and Excel
Barrier-breaking attitude – someone who does what it takes to make things happen even when there is resistance

Job Responsibility

Master DataScout’s applications to swiftly resolve client issues
Respond to client inquiries, ensuring high-quality technical support with a focus on customer satisfaction and prompt issue resolution
Schedule and conduct on-site/ virtual presentations and training sessions
Review all written materials and websites to better promote company to the customers
Document all client interactions and time
Lead onboarding projects across products
Develop and maintain training materials and guides
Test new software solutions and new releases when requested by Development Team
Foster effective communication company-wide
Stay informed about emerging technologies

What we offer

Vision offers life, health, dental, and vision plans, as well as a 401(k)-matching program and paid time off

Fulltime

New

Client Success Associate

INFUSE is looking for a highly organized and driven individual to join our amazi...

Location

United States , Boca Raton

Salary:

Not provided

INFUSE

Expiration Date

Until further notice

Requirements

Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales
Strong communication and interpersonal skills
Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment.
Empathetic understanding of client needs and ability to address them effectively
Ability to address challenges and proactively offer solutions.

Job Responsibility

Build and maintain strong, long-lasting client relationships
Ensure the timely and successful delivery of our solutions according to client needs and objectives
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment
Assist with challenging client requests or issue escalations as needed
Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules.

Fulltime

Associate - Private Client

This respected Scottish firm is home to a long-standing Private Client team that...

Location

United Kingdom , Edinburgh

Salary:

58000.00 - 65000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Minimum of 5 years’ post-qualification experience in private client work
strong understanding of tax reliefs such as Agricultural Property Relief (APR) and Business Property Relief (BPR)
ability to manage a varied caseload independently
experience supporting clients on trust law, asset protection, and powers of attorney or guardianship
proactive approach to client service, business development, and collaboration with colleagues.

Job Responsibility

Advising a wide range of individuals, families, and high-net-worth clients on complex personal and tax-related matters
preparing wills
estate administration
inheritance tax planning
trust creation
handling contentious matters such as disputed executries and trust issues.

What we offer

Competitive salary
comprehensive benefits package
flexibility in work environment with full-time, part-time, and hybrid options
strong collaborative team culture
structured development pathways for career progression.

New

Associate Manager, Client Success

The Associate Manager, leads and supports the Client Success team to deliver exc...

Location

Poland , Krakow

Salary:

11100.00 - 13800.00 PLN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

2-5+ years of experience working in a managerial capacity in a support, sales/retention, or Customer Service role
1-3 years minimum experience working in the payment processing and/or software solutions industries
At least 1 year background/experience in portfolio management or processing/software leadership role where you were instrumental in developing processes and department protocols
2-3 years of experience and proficiency with Google Suite, Learning Management Systems such as Lessonly, and related software
Ability to translate your skills to other employees through training and mentoring
Must have excellent verbal and written communication skills to appropriately manage both internal and external partner relationships
Strong retention, marketing, leadership and interpersonal skills
Excellent verbal and written communication skills with strong marketing, sales, retention, or VIP portfolio management background
Thorough understanding of client success processes and department protocols within SpotOn ecosystem and potentially within a specific specialty success group like Integrations, Pricing, or Retention/Cancellations
Ability to moderate both small and large groups

Job Responsibility

Supervise and oversee client escalations to reduce wait time and offer all viable alternatives to clients to obtain BUY-IN
Balance day-to-day operations within the Client Success department while ensuring merchant concerns/escalations are given priority and addressed swiftly
Coaching on how to effectively manage high-level/complex merchant concerns using EQ
Respond to Team Leads or CSS/CSMs issues and/or high-level escalations requiring intervention promptly with all documentation, communication, reports uploaded to SFDC
Analysis of attrition for Client Success portfolios quarterly and yearly and churn and At Risk data
Maintain accurate records and document all service activities and discussions regarding department processes, personnel, or client escalations
Collaborate across all departments to address/resolve client needs and delegate as appropriate with proper oversight to ensure these items are completed
Become proficient / have extensive knowledge of all processes and guidelines for Client Success guidelines, practices, and protocols including product software and hardware offerings
Coordinate, collaborate and facilitate with all SpotOn departments to ensure merchant requests/concerns are handled timely and appropriately
Ensure team meets KPIs consistently and works collaboratively with department management to address disciplinary issues or prohibitive behavior who will work with HR on any formal actions required

What we offer

Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
Free snacks and beverages in a kitchen
Company parties and social activities

Fulltime

Client Relation Associate

PhasorSoft Group

Location:
United States, Starkville

Category:
IT - Administration

Contract Type:
Employment contract

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
December 11, 2025

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Job Description:

Requirements:

Additional Information:

Job Posted:December 11, 2025

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Job Posted:
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