CrawlJobs Logo

Client Services

entrypointmarketing.com Logo

Entry Point Communications LLC

Location Icon

Location:
United States , Farmington

Category Icon
Category:
-

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

55000.00 - 65000.00 USD / Year

Job Description:

We are an in-store marketing company that delivers relevant coupons and communications to shoppers at the start of grocery shopping trips. We leverage proprietary data mining technology and our simple, fast, and convenient touchpoints to influence consumer purchase behavior to increase sales at affiliated retailers and realize new levels of promotion efficiency for consumer product goods manufacturers. We are looking for someone to be a part of our Client Services team, which is responsible for the preparation, execution, management, and analysis of in-store advertising and promotion campaigns. You will work directly with our sales team and collaborate with our planning, operations, and finance departments, as well as with our external clients and retail partners.

Job Responsibility:

  • Assist our sales team in maintaining client relationships by communicating and organizing work timelines, gathering required campaign elements, and managing execution to ensure the meeting of client’s expectations and budgets
  • Utilize the marketing plan to create contracts and enter all the marketing plan details into our operational tracking database
  • Coordinate directly with clients to obtain all deliverables needed for program setup to ensure campaigns begins on the scheduled start date
  • Monitor project inflows from clients ensuring campaigns execute during their contracted duration and run without errors. Addressing client changes to campaigns as they occur
  • Monitor campaign results to ensure that they are on target and make recommendations to the sales team regarding campaign changes to better meet client goals
  • Interface with third party targeting company to resolve campaign concerns and to request additional data, when needed
  • Prepare and analyze interim and final campaign results and create campaign presentations for internal and external stakeholders
  • Perform ad-hoc assignments and data analysis requests, as necessary

Requirements:

  • Computer literate in all MS Office and the ability to learn and navigate custom designed database interfaces
  • Analytical skills to identify issues and recommend solutions
  • Effective communication skills across several teams
  • Capacity to multitask and prioritize multiple requests
  • Strong organization skills, and attention to detail and quality of work
What we offer:
  • health insurance
  • dental
  • vision
  • disability
  • flexible spending
  • 401k with match

Additional Information:

Job Posted:
December 08, 2025

Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Services

Client Services Manager

Global Trade Solutions Department (GTS) is where HSBC began in 1865, when we fin...
Location
Location
Poland , Krakow
Salary
Salary:
Not provided
https://www.hsbc.com Logo
HSBC
Expiration Date
February 13, 2026
Flip Icon
Requirements
Requirements
  • Provide transactional trade advisory to assigned clients, Business Development Managers (BDMs) and Relationship Managers (RMs), and provide input to account planning
  • Take full ownership of clients' transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external parties for transaction fulfilment and service performance
  • Advise clients on trade transactional practices & products
  • Interact with clients (and clients' customers, applicable to RF) to collect client payments & apply risk controls
  • Encourage client adoption of self-serve solutions to enable proactive service
  • Understand clients' transactional routines, build relationships & identifies potential increases in revenue flows for Business Development to explore
  • Monitor client experience, client feedback & service quality.
Job Responsibility
Job Responsibility
  • Deliver Krakow’s GTS strategy and operating model, aligned with the global GTS target operating model
  • Contribute to achieving the overall business objective of revenue growth through revenue retention, reduced sales time on service, proactive management of GTS service performance and increased clients’ usage of self-serve solutions
  • Handle, own and resolve clients’ transactional queries, issues and complaints
  • Coordinate with Transaction Services staff, GSD, BDMs, RMs and other internal/external staff for service performance and issues
  • Provide transactional trade advisory to assigned clients, Business Development Managers (BDMs) and Relationship Managers (RMs), and provide input to account planning
  • Take full ownership of clients' transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external parties for transaction fulfilment and service performance
  • Advise clients on trade transactional practices & products
  • Interact with clients (and clients' customers, applicable to RF) to collect client payments & apply risk controls
  • Encourage client adoption of self-serve solutions to enable proactive service
  • Understand clients' transactional routines, build relationships & identifies potential increases in revenue flows for Business Development to explore
What we offer
What we offer
  • Competitive salary
  • Annual performance-based bonus
  • Additional bonuses for recognition awards
  • Multisport card
  • Private medical care
  • Life insurance
  • One-time reimbursement of home office set-up (up to 800 PLN)
  • Corporate parties & events
  • CSR initiatives
  • Nursery discounts
  • Fulltime
!
Read More
Arrow Right

Client Services Assistant

Are you ready to embark on an exciting career in the investment management indus...
Location
Location
United Kingdom , London
Salary
Salary:
30000.00 - 36000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University degree or equivalent
  • proactive approach with a willingness to learn and adapt
  • collaborative spirit
  • dependability and a commitment to delivering top-notch service
  • previous experience in financial services is a plus but not essential
Job Responsibility
Job Responsibility
  • Client Onboarding: Streamline the onboarding process for new clients, ensuring accuracy and efficiency
  • AML & KYC: Conduct essential compliance checks to uphold regulatory standards
  • Data Entry: Maintain and update client information across internal systems with precision
  • Enquiry Management: Handle client queries professionally, ensuring timely responses aligned with our industry-leading SLAs
  • Cash Management: Process client payments and assist with bank reconciliation tasks
  • Administrative Support: Contribute to various ad-hoc projects and operational improvements as needed
What we offer
What we offer
  • Structured Training: You'll receive comprehensive training to enhance your understanding of our products and processes
  • Growth Opportunities: Regular one-on-one meetings will help you track your progress and development
  • Dynamic Environment: Be part of a small but impactful team that values your contributions
  • Fulltime
Read More
Arrow Right

Client Services Associate

The Client Service Associate (CSA) role is part of the team that is responsible ...
Location
Location
Australia , Sydney
Salary
Salary:
Not provided
loricapartners.com.au Logo
Lorica Partners
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Loves building trusted relationships with clients
  • Communicates clearly and confidently, both written and verbal
  • Is organised, detail-oriented, and takes pride in doing things properly
  • Has positive energy and keeps things moving without needing a push
  • Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.
Job Responsibility
Job Responsibility
  • Providing a broad range of high-quality services to existing and prospective clients
Read More
Arrow Right

Client Services Representative

The traditional financial industry was not built to put the interests of clients...
Location
Location
United States , Palo Alto
Salary
Salary:
60000.00 - 80000.00 USD / Year
wealthfront.com Logo
Wealthfront
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • 1+ years of experience in retail banking, wealth management, asset management, and/or fintech
  • Experience in a client facing role is preferred
  • Strong communication skills
  • able to explain complicated concepts to clients as well as team members
  • Able to partner with multiple stakeholders, including other teams and senior executives
  • Comfortable with being independent and learning new concepts quickly
  • Excited about our mission statement
  • Passion for delighting clients
  • Series 7 and 66 preferred (or must be obtained within 3 months of joining)
Job Responsibility
Job Responsibility
  • Provide exceptional customer service through email and phone communication
  • Help our clients use our product better through online tools and resources
  • Work with our operations teams to resolve client issues
  • Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
  • Assess client information and approve fund transfers
  • Assist clients in understanding asset allocation and explain investment risk profiles
  • Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions
What we offer
What we offer
  • medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus
  • Fulltime
Read More
Arrow Right

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...
Location
Location
United Kingdom , Taunton
Salary
Salary:
25000.00 - 30000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Solid administrative background
  • Excellent attention to detail
  • Confident, friendly communicator
  • Self-motivated and adaptable
  • Comfortable with IT systems and databases
  • Professional, punctual, and presentable
  • Administrative experience ideally within financial or professional services
Job Responsibility
Job Responsibility
  • Handle client enquiries professionally and manage cases through to completion
  • Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
  • Prioritise tasks effectively to meet deadlines and exceed expectations
  • Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
  • Contribute to a welcoming environment, including preparing refreshments when needed
What we offer
What we offer
  • Competitive pension scheme with generous contributions
  • Additional leave for birthday and Christmas
  • Financial support and study time for professional qualifications
  • Annual reviews and bonus scheme
  • Access to confidential Employee Assistance Programme
  • Bright offices with gym, showers, and welcoming staff room
  • Fulltime
Read More
Arrow Right

Associate Coordinator, Client Services

As Associate Coordinator, Client Services, you will support client-facing excell...
Location
Location
United States
Salary
Salary:
40000.00 - 55000.00 USD / Year
vaniamgroup.com Logo
Vaniam Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • Strong customer service focus
  • history of going above and beyond
  • Strong attention to detail and enjoyment of administrative tasks
  • Expert organization and follow-through skills
  • Strong skills in PowerPoint or other slide creation software
  • comfort with creating and formatting slide decks
  • Ability to communicate clearly and work collaboratively in a dynamic, virtual environment
  • Strong interpersonal skills
  • interact effectively and professionally at all levels
Job Responsibility
Job Responsibility
  • Serve as the point of contact for internal client services leadership and cross-functions (Creative, Sci Comm, Finance, etc.)
  • Create kick-off documents and meeting materials that support client deliverables
  • Manage best practices across clients with enforcement of SOPs
  • Coordinate with Business Operations, Digital, Creative, and Editorial teams to ensure timelines as directed by client services leadership
  • Partner with client services on tasks such as proposal or SOW preparation, call setup, status updates, and other coordination tasks for business development
  • Pitch coordination: timelines, routing, and process management with Client Services Leadership
  • Support meeting coordination and routing of agenda items and action items post-call to ensure clarity and accountability
  • Support team meetings management and scheduling
  • Support regular project status meetings with internal core team and clients as necessary
  • Prepare, schedule, and participate in client status meetings as needed
What we offer
What we offer
  • 100% remote environment with opportunities for local meetups
  • Positive, diverse, and supportive culture
  • Passionate about serving clients focused on cancer and blood diseases
  • Investment in you with opportunities for professional growth and personal development through Vaniam Group University
  • Health benefits – medical, dental, vision
  • Generous parental leave benefit
  • Focused on your financial future with a 401(k) plan and company match
  • Work-life balance and flexibility
  • Flexible time off policy for rest and relaxation
  • Volunteer time off for community involvement
  • Fulltime
Read More
Arrow Right

VP, Client Services Senior Manager

The KL Client Services Lead is responsible for overall Client Experience relatin...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ yrs experience in a Client Services environment, preferably in Custody
  • Relevant knowledge of more than 1 Custody function is highly advantageous
  • Experience working with global, multi-region initiatives, projects and teams, including large matrix organizations
  • Experience leading/managing Custody operations or any functional unit within Custody is advantageous
  • Strong Custody knowledge and technical know-how is essential
  • Strong analytical skills – the ability to analyze processes and systems, evaluate data, and identify process improvements
  • The ability to coordinate and lead colleagues in achieving a common objective
  • Exceptionally strong interpersonal and relationship-building skills
  • Experience in dealing in high volume, client sensitive issues
  • Energetic, flexible, collaborative, and proactive
Job Responsibility
Job Responsibility
  • Service Level Compliance- 100% service level compliance across all functions, in line with both external contractual agreement as well as internal Product/Business expectation
  • Financial Management across designated GOC for Client Services, ensuring that the department manages cost targets as well as resource management
  • Standardization of service offering across all Operational functions, ensuring that the Client Experience is “One Custody” globally
  • Simplify technology across the group, with key focus on client query tooling, data and reporting
  • Drive Citi initiatives aimed at reducing the high level of touch points and queries within the Bank related to Custody processes
  • Continually review and enhance the Client services processes in partnership with the Functional Heads and direct management team to drive positive client experience
  • Support the execution of any associated Location Strategy activities, ensuring that the operation remains fully compliant with all aspects of Send/Receive site requirements, whilst ensuring suitable training material and post go live support is robust and executed
  • Collaborate with the Productivity Office to assess and support opportunities to reduce inefficiency within the Function
  • Promptly recognize and take action on gaps within the process control framework to ensure that the control steps across the lifecycle of the process are relevant, documented and understood within the process teams
  • Staff management
What we offer
What we offer
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
  • We have a variety of programs that help employees balance their work and life
  • Fulltime
Read More
Arrow Right

Account Executive, Client Services

As our Account Executive, your primary goal is to oversee successful implementat...
Location
Location
United States
Salary
Salary:
70000.00 - 85000.00 USD / Year
vaniamgroup.com Logo
Vaniam Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • 2+ years of client services experience
  • 1+ year of agency or pharmaceutical advertising experience
  • Working knowledge of digital marketing
  • Good working knowledge of pharmaceutical and biotech industries and scientific communications
  • Is proactive and results oriented, with a commitment to accountability
  • Possesses strong interpersonal skills, with the ability to interact effectively and professionally at all levels within the organization and with clients
  • Proficiency in MS Office, Adobe, WebEx (or other similar systems)
  • Excellent problem-solving skills, including the ability to analyze information skillfully, develop alternative solutions, and work well in group problem-solving solutions
  • Strong organizational skills
Job Responsibility
Job Responsibility
  • Oversee successful implementation of existing client SOWs
  • Coordinate internal and external resources
  • Manage timelines and budgets
  • Provide day-to-day communication with the clients
  • Troubleshoot, remain cool under pressure, and communicate concisely and effectively to keep clients and internal teams informed and organized
  • Demonstrate knowledge of therapeutic area of assigned account(s) and competitive environment as well as healthcare regulation implications
  • Demonstrate knowledge of agency procedures, identify typical issues, and escalate appropriately
  • Employ ability to modify core product framework plans to form custom project plans
  • Evaluates deliverables against Project Briefs
  • Show resourcefulness and thoroughness in supporting the development of tactical plans (including budgets and timelines)
What we offer
What we offer
  • 100% remote environment with opportunities for local meet ups
  • Positive, diverse, and supportive culture
  • Passionate about serving clients focused on Cancer and Blood diseases
  • Investment in you with opportunities for professional growth and personal development through Vaniam Group University
  • Health benefits – medical, dental, vision
  • Generous parental leave benefit
  • Focused on your financial future with a 401(k) Plan and company match
  • Work-Life Balance and Flexibility
  • Flexible Time Off policy for rest and relaxation
  • Volunteer Time Off for community involvement
  • Fulltime
Read More
Arrow Right