Associate Director, Client Services Job at Born Social (New York City)

Associate Director, Client Services

As Associate Director, Client Services you will lead teams to deliver industry-l...

Location

United States , New York City

Salary:

110000.00 - 125000.00 USD / Year

Born Social

Expiration Date

Until further notice

Requirements

4+ years experience in a Client Services role in an agency setting
looking to own and drive the quality of the output on an account and have a good understanding of social first delivery (strategy, creative, media and management)
good understanding of the principles of good project management and Client Services and have helped to develop this in others
experience in the commercial running of account work
proven track record of retaining, developing and ultimately growing accounts
passionate about improving client experience and love the relationship development needed to do this
ideally, experience working with global brands, ideally in FMCG

Job Responsibility

Account Leadership: Working with teams to develop the appropriate strategy and output for each client and ensuring account decisions are guided by it
Account development: Owning Senior client relationship development building and effectively identifying and communicating the value of Born Social's work
Project Management: Communication about mid and long-term business and marketing plans with stakeholders beyond our immediate Points of Contact and any appointed agencies
Commercial Management: Ensuring accurate delivery of scope of work (deliverables and time) using time tracking, ensuring deliverables are of high quality and all deadlines are met
New business & growth: contributing to the winning new business through pitches and proposals, leading on the strategic direction

What we offer

20 days vacation a year + 12 public holidays
Full Paid Medical Insurance (including dental and vision)
Annual performance bonus
401k matching plan
Sales commission (if involved in a pitch)
Gym Membership contributions
Free fruit, breakfast cereals, snacks, soft drinks and tea & coffee
Free home office chair and screen
Quarterly team offsites / Regular socials
Free Citibike membership

Fulltime

Associate Director, Client Services

Gupta Media is seeking an Associate Director, Client Services to lead key D2C an...

Location

United States , Boston

Salary:

100000.00 - 125000.00 USD / Year

Gupta Media

Expiration Date

Until further notice

Requirements

7+ years of experience, including in an agency or in-house agency environment, leading integrated brand, digital, and go-to-market strategies, preferably for D2C or subscription brands
Strong strategic thinker able to turn business goals and insights into clear marketing, creative, and audience direction
Strong understanding of performance marketing and customer journey strategy
Deep Account Management expertise with proven success owning client relationships, running complex workstreams, and maintaining account health and growth
Exceptional client relationship leader with executive presence and proven success guiding senior stakeholders
Excellent communicator with strong organizational skills and a growth-oriented, proactive approach
Candidates must be authorized to work in the US for at least 3 years

Job Responsibility

Translate business goals into integrated campaigns spanning media, creative, content, and customer journey strategy
Build strong client relationships and act as a strategic partner who anticipates needs and brings clear direction
Manage cross-functional teams to deliver cohesive, high-performing work across media, creative, and strategy
Develop clear briefs, POVs, insights, and recommendations that move brands forward
Lead workshops, presentations, and strategic discussions with senior stakeholders
Identify growth opportunities and support new business efforts through thoughtful guidance and strong storytelling
Ensure account health through clear communication, organization, resource alignment, and fiscal management

What we offer

health, dental, vision, and pet insurance
Flexible and Dependent Care Savings Accounts
a 401(k) with up to 5% Safe Harbor contributions
paid time off
paid family leave
commuting and wellness stipends
opportunities for professional development and career growth
annual bonus plan based on the company's performance

Fulltime

Associate Director of Client Services

Join a highly regarded wealth advisory and family office platform serving ultra-...

Location

United States , San Francisco Bay Area

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong understanding of investment and wealth management operations
Exceptional client service, communication, and relationship management skills
Ability to thrive in a fast-paced, evolving environment with significant autonomy
High level of professionalism, discretion, and attention to detail
Entrepreneurial mindset with a desire to grow into future leadership opportunities
Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
experience with Salesforce, Addepar, and related wealth management platforms is a plus
Advanced Excel skills and strong overall technical proficiency

Job Responsibility

Serve as a key relationship manager and trusted point of contact for client families
Coordinate client onboarding, account setup, and ongoing service needs
Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
Manage client reporting, financial administration, and time-sensitive transactions
Coordinate with tax professionals, advisors, and family office stakeholders
Maintain compliance, KYC, CRM, and document management processes
Help improve workflows and contribute to operational efficiencies and technology initiatives

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Associate Director – Client Onboarding

The Associate Director – Client Onboarding will be an integral part of the Wayst...

Location

Ireland , Dublin

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

Minimum 6 years’ experience in an investment funds environment
Knowledge of AIFMD, UCITS and MiFID
Client facing background with presentation and project management skills
Motivated individual with enhanced interpersonal skills and adept at building relationships
Strong interpersonal and communication skills (both written & verbal)
Strong attention to detail and keen on delivering quality work
A team player, enthusiastic, and self-motivated
Commercial awareness and understanding of business environments

Job Responsibility

Managing and delivery of all Onboarding / Launch projects for clients, generally to be comprised of more complex launches and/or large strategic client relationships and/or ETF relationships
Act as lead contact person with Fund Boards, Investment Managers, and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors in the launch phase of new funds
Act as an escalation point for team members and assist them in addressing and resolving any issues on fund launches and acting as an interface to senior management of Client Onboarding function
Oversight of the projects to ensure they remain operationally efficient and financially profitable as well as managing planning for future expected launches and resource allocation across domiciles
Ensure knowledge is current and updated as and when they are circulated by reading and implementing processes to ensure adherence to any relevant changing regulation
Identify procedures that need to be implemented or changed, lead the charge to ensure changes are made, take responsibility for training, and ensure that procedures are adhered to on an ongoing basis
Keeping Salesforce, Compass and all relevant MI up to date with all relevant services in relation to onboarding activity and ensure MI reporting is maintained and distributed accurately and on time
Attending, when available, training sessions on relevant topics and ensuring all teams are onboard with the changing operating and regulatory environment

Fulltime

Associate Director, Client Tax Support

This is a foundational role and the first dedicated hire focused on client tax s...

Location

United States , New York

Salary:

130000.00 - 170000.00 USD / Year

Clear Street

Expiration Date

Until further notice

Requirements

Exceptional client service instincts
Experience supporting retail clients within a broader broker-dealer environment
Deep understanding of how clients engage with tax concepts, documentation, and reporting
Ability to design clear, intuitive, and scalable support approaches
Tax technical knowledge
Experience in client-facing tax support operations
Experience with tax form review and documentation support
Experience with tax reporting and withholding client inquiries

Job Responsibility

Define and deliver a best-in-class, client-centric tax support experience
Lead day-to-day tax support activities
Serve as a key player in defining the long-term vision for client tax support delivery
Own day-to-day client tax support operations for institutional and retail client populations
Provide timely and accurate responses to client tax questions
Act as escalation point for complex tax form review and tax documentation questions
Drive continuous improvement in client satisfaction, response quality, and turnaround times
Define and help execute the vision for a modern, digital-first client tax support experience
Support the development of scalable client-facing tax support solutions
Identify opportunities to standardize, automate, and simplify tax support processes

What we offer

Competitive compensation packages
Company equity
401k matching
Gender neutral parental leave
Full medical, dental and vision insurance
Lunch stipends
Fully stocked kitchens
Happy hours

Fulltime

Associate Director, Client Finance

As an Associate Director, Client Finance, you will serve as a trusted financial ...

Location

United States , New York City

Salary:

120000.00 USD / Year

Taylor

Expiration Date

Until further notice

Requirements

4–5 years of experience in client finance, FP&A, or agency finance
Strong understanding of GAAP, accruals, and revenue recognition
Proven ability to manage billing and forecasting accurately under pressure
Advanced Excel skills (lookups, pivots, dashboards, complex formulas)
Experience with QuickBooks Enterprise Online or similar accounting systems
Experience owning or administering time-tracking systems
Strong organizational skills and ability to manage multiple deadlines
Clear, confident communicator with both finance and non-finance stakeholders
Ownership mindset with a demonstrated track record of improving workflows and reliability
Strong time management skills, including the ability to prioritize multiple deadlines and effectively manage workload

Job Responsibility

Client Billing and Financial Operations: Own the end-to-end monthly billing process, ensuring accuracy, timeliness, and strong documentation across all billing cycles
Proactively identify and resolve billing issues before they impact cash flow or client relationships
Serve as a backup and support partner to the Senior Controller, liaising with Account teams and Accounts Receivable to support timely collections and AR issue resolution
Deliver clean, well-supported billing packages that reduce downstream corrections and rework
Financial Analysis, Reporting, and Forecasting: Conduct detailed financial analysis to assess profitability, pacing, and performance of client workstreams
Maintain and deliver month-end reporting, budget trackers, burn reports, WIP analysis, over-servicing reporting, and utilization reporting
Prepare materials and commentary for monthly revenue forecast meetings, including quarter-over-quarter growth insights
Maintain and reconcile monthly fee charts across all revenue streams, partnering closely with Account Leads to ensure accuracy and compliance with Taylor’s revenue recognition policies
Staffing, Capacity, and Revenue Planning: Evaluate staff utilization and capacity using forecasted and actual data, identifying risks and opportunities early
Support staffing vs revenue planning through clear summaries, templates, and structured checkpoints throughout the month

Fulltime

New

Client Service Associate Director

A boutique wealth management firm is seeking a highly relationship-driven Client...

Location

United States , Sacramento

Salary:

100000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4–7+ years of wealth management, private wealth, family office, or related financial services experience
Proven experience supporting Ultra High Net Worth or complex family office relationships
Strong client relationship management skills with the ability to navigate sophisticated client needs
Exceptional communication, organizational, and problem-solving abilities
Bachelor's degree in Business, Finance, or a related field, or equivalent industry experience
Experience with wealth management technology platforms such as Addepar preferred
Familiarity with CRM and workflow management systems, including Salesforce and Asana, is a plus
Advanced proficiency with Microsoft Office applications

Job Responsibility

Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships
Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences
Manage complex client requests and act as the central point of communication across internal teams and external partners
Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism
Drive operational efficiency and ensure follow-through on all client-related initiatives
Partner closely with senior leadership on strategic client matters and process improvements
Take ownership of client outcomes and help strengthen long-term client retention and satisfaction
Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time

What we offer

15–30% discretionary bonus
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Client Service Associate Director

A boutique wealth management firm is seeking a highly relationship-driven Client...

Location

United States , Menlo Park

Salary:

100000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of wealth management, private wealth, family office, or related financial services experience
Proven experience supporting Ultra High Net Worth or complex family office relationships
Strong client relationship management skills with the ability to navigate sophisticated client needs
Exceptional communication, organizational, and problem-solving abilities
Bachelor's degree in Business, Finance, or a related field, or equivalent industry experience

Job Responsibility

Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships
Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences
Manage complex client requests and act as the central point of communication across internal teams and external partners
Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism
Drive operational efficiency and ensure follow-through on all client-related initiatives
Partner closely with senior leadership on strategic client matters and process improvements
Take ownership of client outcomes and help strengthen long-term client retention and satisfaction
Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time

What we offer

15-30% discretionary bonus
medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

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