Associate Director of Client Services Job at Robert Half (San Francisco Bay Area)

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 Services

Born Social is a global social media agency that brings social-first thinking to...

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
good understanding of social first delivery (strategy, creative, media and management)
good understanding of the principles of good project management and Client Services
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

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
New business & growth: contributing to the winning new business through pitches and proposals

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

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

New

Associate Director of Email & SMS Marketing

Location

United States , Raleigh

Salary:

Not provided

TriMark Digital

Expiration Date

Until further notice

Requirements

7+ years of experience in email marketing, SMS marketing, lifecycle marketing, CRM marketing, or a related field
3+ years of experience leading teams or managing direct reports
Strong experience with marketing automation and CRM platforms such as Klaviyo, HubSpot, Salesforce Marketing Cloud, Iterable, Braze, or similar platforms
Deep understanding of customer lifecycle marketing, segmentation, personalization, and automation strategies
Experience developing and executing email and SMS campaigns that drive measurable business outcomes
Strong analytical skills with the ability to interpret performance data and translate insights into action
Experience managing client relationships in an agency, consulting, or client-facing environment
Excellent written, verbal, and presentation communication skills
Strong organizational, project management, and prioritization abilities
Highly collaborative with a commitment to quality, accountability, and continuous improvement

Job Responsibility

Own the strategic vision and direction of Email and SMS marketing programs across the agency’s client portfolio
Develop and oversee sophisticated lifecycle marketing strategies that drive customer acquisition, engagement, retention, loyalty, and revenue growth
Design and optimize full-funnel customer journey frameworks, ensuring seamless communication across every stage of the customer lifecycle
Lead audience segmentation, personalization, automation, and behavioral targeting initiatives to maximize customer value and campaign performance
Identify opportunities to expand channel effectiveness through advanced automation, predictive targeting, dynamic content, and emerging platform capabilities
Establish channel-specific KPIs, measurement frameworks, and reporting standards that align with client business objectives and revenue goals
Partner with clients and internal stakeholders to translate business priorities into scalable lifecycle marketing strategies and execution roadmaps
Drive testing and optimization programs across messaging, creative, cadence, offers, segmentation, and customer journeys to continuously improve performance
Evaluate new technologies, platform enhancements, and industry trends to ensure clients remain at the forefront of Email and SMS marketing innovation
Serve as the agency’s subject matter expert for Email and SMS marketing strategy, providing thought leadership, best practices, and strategic guidance across teams and client engagements

Fulltime

New

Associate Director of Meetings and Special Events

Assists in leading meetings and special events. Position assists in the developm...

Location

United States , Portland

Salary:

77000.00 - 99000.00 USD / Year

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or GED
4 years experience in event management, food and beverage, sales and marketing, or related professional area
OR 2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major
2 years experience in event management, food and beverage, sales and marketing, or related professional area

Job Responsibility

Researches and analyzes new products, pricing and services of competition
Works with direct reports to review scheduled events and troubleshoot potential challenges/conflicts
Ensures the property is apprised of all groups that will impact property operations
Ensures meeting space and corresponding heart of the house areas are cleaned and maintained
Ensures furniture and equipment is maintained and inventory levels are kept in accordance to corporate guidelines
Leads the execution of brand service initiatives in event management areas
Develops an event management strategy that is aligned with the company’s business strategy and leads its execution
Conduct daily walk-through of banquet floor to ensure client satisfaction and quality standards
Holds event management team accountable for desired service behaviors related to product and service delivery
Communicates a clear and consistent message regarding departmental goals to produce desired results

What we offer

Relocation Assistance Available
Bonus Eligible

Fulltime

Associate Director of Meetings and Special Events

Assists in leading meetings and special events. Position assists in the developm...

Location

United States , Dallas

Salary:

77000.00 - 99000.00 USD / Year

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or GED
4 years experience in event management, food and beverage, sales and marketing, or related professional area
OR 2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major
2 years experience in event management, food and beverage, sales and marketing, or related professional area

Job Responsibility

Assists in leading meetings and special events
Position assists in the development and implementation of departmental strategies and ensures implementation of the brand service strategy and brand initiatives
The position has responsibility for executing all property events with a seamless turnover from sales to operations and back to sales
Helps ensure the team meets the brand’s target customer needs, employee satisfaction, and focuses on growing event revenues and maximizing the financial performance of the department
Researches and analyzes new products, pricing and services of competition
Works with direct reports to review scheduled events and troubleshoot potential challenges/conflicts
Ensures the property is apprised of all groups that will impact property operations
Ensures meeting space and corresponding heart of the house areas are cleaned and maintained
Ensures furniture and equipment is maintained and inventory levels are kept in accordance to corporate guidelines
Leads the execution of brand service initiatives in event management areas

What we offer

Bonus Eligible
Relocation Assistance Available

Fulltime

Associate Director of Meetings and Special Events

Assists in leading meetings and special events. Position assists in the developm...

Location

United States of America , Half Moon Bay

Salary:

104000.00 - 138000.00 USD / Year

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or GED
4 years experience in event management, food and beverage, sales and marketing, or related professional area
OR 2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major
2 years experience in event management, food and beverage, sales and marketing, or related professional area

Job Responsibility

Assists in leading meetings and special events
Assists in the development and implementation of departmental strategies
Ensures implementation of the brand service strategy and brand initiatives
Executes all property events with a seamless turnover from sales to operations and back to sales
Helps ensure the team meets the brand’s target customer needs, employee satisfaction, and focuses on growing event revenues and maximizing the financial performance of the department
Researches and analyzes new products, pricing and services of competition
Works with direct reports to review scheduled events and troubleshoot potential challenges/conflicts
Ensures the property is apprised of all groups that will impact property operations
Ensures meeting space and corresponding heart of the house areas are cleaned and maintained
Ensures furniture and equipment is maintained and inventory levels are kept in accordance to corporate guidelines

What we offer

Relocation Assistance Available
Bonus Eligible

Fulltime

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Associate Director of Client Services

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Associate Director of Client Services

Associate Director of Client Services

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Associate Director, Client Services

Associate Director, Client Services

Associate Director of Email & SMS Marketing

Associate Director of Meetings and Special Events

Associate Director of Meetings and Special Events

Associate Director of Meetings and Special Events

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