Associate Client Relationship Manager Job at The Private Office (Leeds)

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 Services Associate

The Client Service Associate (CSA) role is part of the team that is responsible ...

Location

Australia , Sydney

Salary:

Not provided

Lorica Partners

Expiration Date

Until further notice

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

Providing a broad range of high-quality services to existing and prospective clients

Digital Relationship Manager

The Digital Relationship Manager is a strategic professional who stays abreast o...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in Commercial / Relationship Banking as Relationship Manager, with international customers
Excellent interpersonal, communication and influencing skills
Excellent knowledge of the Digital, Technology & Communications market, companies, ecosystem, competition, local regulations
Sound knowledge of banking, treasury / lending / FX (Markets) / trade products and processes, as well as a solid track record of providing effective and thought out banking and financial advice and solutions to clients
Demonstrate expert level credit skills, capable of structuring all credit deals and guiding staff through the credit deal approval process
Entrepreneurial mindset and excellent selling skills
Team player with the ability to collaborate with the local, regional and global teams, as well as requesting support from the appropriate team members as required
Ability to engage appropriately at all levels in the organization and build relationships with a variety of business and external (Venture capital firms, debt advisory, corporate finance, legal, audit, industry associations and other key industry influencers) sources
Relevant bachelor’s degree with preference for Master’s from a university or business school
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities

Job Responsibility

Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
Acquire new, multi-product, Digital, Technology & Communications customers headquartered in Ireland, for the Bank, and manage those relationships end to end
Introduces solutions to clients in building and strengthening an effective portfolio
Collaborate and work closely with various product teams (treasury solution sales, trade finance, markets, corporate finance, capital markets, investment banking), Risk teams, as well as the broader CCB global network
Identifies cross-sell opportunities to deepen and increase share of wallet
Monitoring and supporting the products’ implementation process
Managing customers and transactions in the CRM platform
Maximizes client experience by proactively sharing markets updates, trends and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and local ecosystem)

What we offer

Global benefits designed to support your well-being, growth and work-life balance

Fulltime

Associate Media Manager

As an Associate Manager, Media, you will play a pivotal role within our dynamic ...

Location

Singapore , Singapore

Salary:

Not provided

Mindshare Worldwide

Expiration Date

Until further notice

Requirements

3-4 years progressive media planning experience in an agency setting
Proven client-facing skills, strong presentation abilities, and relationship management
Deep understanding of media trends
Exceptional administrative, organizational, and time management abilities
Highly analytical, data-driven, and detail-oriented with strong problem-solving skills
Advanced Excel (formulas, pivot tables), PowerPoint, and digital media tools
Excellent verbal and written communication skills
Proactive, positive attitude, eager for career advancement, and capable of mentorship

Job Responsibility

Lead day-to-day client and partner relationships, serving as a primary contact for a luxury account
Collaborate on developing and presenting advanced media strategies and innovative campaign ideas
Oversee flawless execution, timely delivery, and meticulous budget management for campaigns
Develop and deliver insightful reports, competitive analyses, and post-campaign performance
Lead media proposal negotiations and recommendations for optimal value and effectiveness
Ensure adherence to financial processes and accurate data reconciliation
Contribute to the training and development of junior team members

What we offer

Competitive medical, group retirement plans, vision, and dental insurance
Significant paid time off
Preferential partner discounts
Employee mental health awareness days
Access to global WPP Media & WPP networks
Variety of employee resource groups
Frequent in-office events showcasing team wins, sharing thought leadership, and celebrating holidays and milestone events

Fulltime

Associate Account Manager

The Valuations Department is responsible for working with clients and specialist...

Location

United States , New York

Salary:

55000.00 - 70000.00 USD / Year

Sotheby's

Expiration Date

Until further notice

Requirements

BA and 3-5 plus years of client and/or auction related experience
Ability to work independently in a fast-paced, deadline-driven environment
Ability to travel as needed
Excellent organizational and time management skills
Excellent client service skills and strong ability to problem-solve
Excellent written, verbal and interpersonal communication skills
Strong attention to detail and follow-through skills
Strong team player, flexible, motivated, discreet, dependable, resourceful and able to multi-task gracefully

Job Responsibility

Act as valuation project manager for large, complex, long-term valuations frequently requiring organization of specialists and regional staff
Manage the entire valuation process including but not limited to: communicating and managing client expectations
preparing valuation proposals and agreements
carrying out pre-valuation walk-throughs or document review
calculating and communicating to the client associated fees, organizing, scheduling and accompanying specialist team on client visits
following up with specialists regarding values, comparables and/or comparable basis paragraphs
setting, communicating and monitoring deadlines to clients and specialists
managing the movement of documents through the production and proofing process and producing and reviewing final documents to ensure product meets Sotheby’s high appraisal standards and sending these to the client
Possess detailed knowledge of the types of valuations and requirements as well as IRS requirements
Ability to establish and maintain strong working relationships with Sotheby's colleagues across many departments, as well as external clients including bankers, lawyers, advisors, family offices and collection managers

What we offer

discretionary bonus
competitive benefits package

Fulltime

Insolvency & Restructuring Managing Associate

The role involves managing insolvency and restructuring cases, developing client...

Location

United Kingdom , Bristol

Salary:

80000.00 - 90000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified solicitor
Expertise in insolvency law
Capability to manage complex insolvency and restructuring cases
Strong client relationship skills
Team-oriented and collaborative mindset

Job Responsibility

Manage complex insolvency and restructuring cases
Develop client relationships
Contribute to the firm's strategic initiatives in Manchester

What we offer

Clear progression path to partnership
High level of autonomy
Supportive and dynamic team

Fulltime

Private Client Tax Manager

Crowe Watson Recruitment is hiring a Private Client Tax Manager for a reputable ...

Location

United Kingdom , Bristol

Salary:

55000.00 - 70000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA qualified (or equivalent)
Strong technical knowledge of personal tax legislation
Excellent interpersonal and client-facing skills
Must have a minimum of 4 years previous experience working within a UK Practice environment
Ability to manage multiple deadlines and work independently

Job Responsibility

Managing a portfolio of private clients, including HNWIs, trusts, and estates
Overseeing and reviewing self-assessment tax returns and associated compliance work
Providing tax planning and advisory services on a range of issues such as inheritance tax, trusts, and residency
Building and maintaining strong client relationships
Supporting and developing junior team members

What we offer

Supportive, flexible working environment
Comprehensive benefits
Genuine scope for career progression

Fulltime

Relationship Associate

The Relationship Associate is a developing professional role in Citi's Commercia...

Location

Netherlands , Amsterdam

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years relevant experience
Bachelors/University degree or equivalent experience
Good understanding of how the team and area integrate with others
Applies analytical thinking and knowledge of data analysis tools and methodologies
Requires attention to detail when making judgments and recommendations
Developed communication and diplomacy skills
Applies professional judgment when interpreting data and results

Job Responsibility

Builds relationships with client network and operational teams
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements
Helps clients to access Citi's global network
Works with RMs and product partners to on-board new clients
Coordinates credit requests and approvals from Citi's global network
Engages with product partners to identify revenue opportunities
Ensures periodic support discussions are held with clients
Maintains correct client legal and marketing hierarchies
Partners with Credit Admin team to ensure credit documentation is kept current
Partners with Credit Admin team to monitor usage of credit lines

Fulltime

Associate Client Relationship Manager

The Private Office

Location:
United Kingdom of Great Britain and Northern Ireland , Leeds

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 24, 2026

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Job Posted:
April 24, 2026