Client Activation Associate Job at Morning Brew Inc. (New York)

Implementation & Activation Associate Director

This role will directly contribute to regional growth in APAC, aligning with our...

Location

Australia , Sydney

Salary:

Not provided

Mindshare Worldwide

Expiration Date

Until further notice

Requirements

You feel empowered to bring your authentic self to work, and contribute to great teamwork, knowing your individual ideas and thoughts will be welcome
Passion for our industry with relevant experience and excited to work with market leading partners & technologies
Problem solving mentality
Clear communicator
Good time management and ability to prioritise tasks effectively
Beverage brand exposure is a plus

Job Responsibility

Implement media plan & activations
Advise clients on media channels, best in class approach
Roll our clients comms plans into media
Manage client budgets
Manage a team of two & upskill team members in biddable media channels

What we offer

20 days holiday increasing with service to a maximum of 25 days
Option to purchase extra leave of up to 4 weeks per year
Flexible working environment
Paid parental leave
Flexible public holidays
Birthday leave
Early finishes during the summer months
Culture of learning with investment in career growth and development
Supportive and inclusive workplace culture
Mental wellness support via Employee Assistance Program

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Wexford

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Pittsburgh

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

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 Liaison Associate Analyst

We are seeking to hire a Client Liaison Associate Analyst to act as a key link b...

Location

Cyprus , Nicosia

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

Financial background will be regarded as an advantage
Taking initiative and ownership, being proactive with a strong sense of responsibility
Strong data entry and organization skills, with particular emphasis on detail
Strong verbal and written communication skills
Strong aptitude for learning and problem-solving. Self-starter
Efficient in managing multiple tasks and meeting deadlines
Ability to work effectively in a team environment
Flexibility to adapt to changing business needs and environments
Fluent in English and computer literate
Attend company and function events upon request

Job Responsibility

Work with Portfolio Reporting analysts and other client-facing teams to understand key deliverables
Asset Class Reporting (ACR) team by requesting data room/portal access
Coordinate with fund managers on client requirements
Prepare status update reports for clients based on communications received
Foster knowledge transfer within the company by working closely with other investment analysts
Capture relevant fund status updates to ensure client deliverables are met
Manage email communication across client requests
Project manage dual fund requests across unique client requests
Manage and store fund communication in the database, updating the status as needed
Maintain tools and internal databases with up-to-date, clean, accurate, and current information (Fund Status, frequency, and Source)

What we offer

Support for professional qualifications (such as CFA and CAIA)
Career growth and tools for ongoing learning and development
Medical insurance for you and your dependents
Provident fund
Yearly bonus dependent upon performance and company growth
Opportunity for international travel (i.e., short periods of secondment to other Albourne offices)
5 additional service recognition holidays in surplus to standard annual leave
Albourne Training Days (minimum of 40 hours per year)
Free office parking
A supportive, multi-cultural work environment

Fulltime

Associate Coordinator, Client Services

As Associate Coordinator, Client Services, you will support client-facing excell...

Location

United States

Salary:

40000.00 - 55000.00 USD / Year

Vaniam Group

Expiration Date

Until further notice

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

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

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

Private Client Tax Associate Director

Are you an experienced Private Client Tax professional looking for the next step...

Location

United Kingdom , Birmingham

Salary:

75000.00 - 105000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA/ACA/ATT qualified (or equivalent)
Strong technical knowledge of private client tax matters, including advisory experience
Proven leadership and client management skills
Must have a minimum of 6 years previous experience working within a UK Practice environment
Excellent communication skills, with the ability to explain complex tax matters clearly

Job Responsibility

Provide expert private client tax advisory services to a diverse portfolio of clients
Lead and develop a team of tax professionals, providing mentorship and technical guidance
Manage client relationships, ensuring high standards of service and compliance
Identify and implement tax planning opportunities for high-net-worth individuals
Support business development activities and contribute to the firm's growth strategy

What we offer

flexible working
company pension

Fulltime

Client Delivery Associate

The Private Office is looking for a professional, friendly and personable admini...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Strong operational experience within the Financial Services Industry is desired
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Job Responsibility

Providing full back office support for the Client
Manage and track pipeline activity providing regular progress updates through the back office system
New Business processing including managing the activity on Curo and setting up/placing business on third party platforms/providers
Processing of other Advice such as amendments to existing investments or playing trades, withdrawals etc
Supporting the New Client Onboarding process by completing any Curo updates or tasks as required
Supporting the Client Review process by completing any pre or post meeting tasks or actions as required
Contact and liaise with relevant product providers/third parties
Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments
Ensure that all tasks on CURO are completed in line with company policy and procedures

What we offer

Company discretionary bonus scheme
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare*
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Client Activation Associate

Morning Brew Inc.

Location:
United States , New York

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 05, 2026

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