Client Associate Partner Job at Open Partners (Toronto)

Associate Client Success Partner

We are looking for an Associate Client Success Partner to develop and nurture me...

Location

United States , Raleigh

Salary:

45000.00 - 63000.00 USD / Year

MyTennisLessons

Expiration Date

Until further notice

Requirements

1+ years of restaurant experience is highly preferred
6+ months of experience in restaurant implementation or support preferred
General knowledge of restaurant operations
3+ years of experience working in a Customer Service Support
SpotOn Restaurant POS experience is a huge plus

Job Responsibility

Path of escalation for Grade B accounts using collaboration, coordination, and facilitation of other teams to ensure permanent and acceptable resolution is delivered
Develop and implement strategies to generate referrals from satisfied clients
Identify opportunities to upsell additional products or services to existing clients based on their needs and preferences
Provide exceptional customer service throughout all interactions with clients leading with empathy and a customer-first approach
Collaborate cross-functionally with other teams to diagnose and troubleshoot complex issues, ensuring swift and effective resolutions
Communicate technical concepts and solutions to non-technical users, building their understanding and confidence in the system

What we offer

Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups to build community and inclusion at work
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

Fulltime

Client Experience Partner

We are seeking a highly organized and customer-focused individual to join our te...

Location

United States , Binghamton

Salary:

26.00 - 28.00 USD / Hour

TeamWorld Inc.

Expiration Date

Until further notice

Requirements

Associate degree in a related field or equivalent experience preferred
Previous experience in client relations or a related role
Excellent communication skills, both written and verbal, with a customer-centric approach
Strong attention to detail and organizational skills to manage multiple tasks and prioritize effectively
Proficiency in using CRM software, Microsoft Office Suite, and other relevant tools
Ability to work collaboratively in a fast-paced environment and adapt to changing priorities
A proactive attitude, problem-solving skills, and a willingness to learn and grow within the role
Strong multi-tasker
Good judgment and decision-making ability
Ability to manage deadlines and work under pressure

Job Responsibility

Customer Communication: Act as the primary point of contact for customer inquiries, requests, and concerns. Communicate promptly and professionally via phone, email, and other channels to provide accurate information and resolve issues effectively
Sales Order Processing: Handle the end-to-end process of preparing product presentations, typing and processing sales orders, ensuring accuracy and timely delivery. Collaborate with multiple departments including art, production, and logistics to gather necessary information and update customers on order status
Product Knowledge: Develop a strong understanding of our corporate uniform program, promotional products and services to assist customers in making informed decisions. Provide product recommendations, pricing details, and customization options as needed
Customer Relationship Management: Maintain and update customer records, sales reports, preferences, and communication history in our CRM system. Follow up with customers to gather feedback, address any issues, and ensure satisfaction with our products and services
Continuous Improvement: Identify opportunities for process improvement and customer service enhancements. Collaborate with cross-functional teams to implement best practices and streamline workflows
Front Desk Coverage: Assist in covering the Front Desk during lunches, PTO, or when needed. This includes answering customer inquiries via phone and email, and customers who come to the front door

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

This is a fantastic opportunity to join a highly regarded and dynamic team, offe...

Location

United Kingdom , London

Salary:

85000.00 - 110000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA qualified (or equivalent)
Strong experience in private client tax advisory
Excellent communication and client-facing skills
Proven leadership or supervisory experience
Must have a minimum of 5 years previous experience working within a UK Practice environment
A commercial and strategic mindset

Job Responsibility

Managing a portfolio of high-net-worth individuals, trusts, and estates
Providing high-level tax planning and advisory services
Supporting Partners in business development and client relationship management
Leading and mentoring junior members of the Private Client Tax team
Reviewing complex tax computations and returns
Keeping up to date with changes in tax legislation and HMRC guidelines

What we offer

Flexible working
Strong company pension scheme
Comprehensive benefits package

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

Private Client Tax Associate Director

This is a fantastic opportunity offering flexible working, a strong company pens...

Location

United Kingdom , Guildford

Salary:

75000.00 - 95000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA and/or ACA/ACCA qualified (or equivalent)
Proven experience in private client tax advisory and compliance
Strong technical knowledge of UK personal tax legislation
Excellent communication and client relationship skills
Must have a minimum of 5 years previous experience working within a UK Practice environment

Job Responsibility

Managing a portfolio of private client tax clients, ensuring compliance and advisory needs are met
Leading and delivering complex tax planning and advisory projects
Supporting and mentoring junior staff members within the team
Building strong relationships with clients, providing a high level of service
Working closely with Partners on business development initiatives

What we offer

flexible working
strong company pension

Fulltime

Client Partner

Location

India , Noida

Salary:

Not provided

Access Healthcare LLC

Expiration Date

Until further notice

Requirements

Minimum 1 to 4 years of experience in IPDRG medical coding -US Healthcare
Any Graduate
associate’s degree in health information management, Medical Coding, or a related field preferred
Specialization: Inpatient DRG
Certified Coding Specialist (CCS) or Certified Professional Coder (CPC) certification required.

Job Responsibility

Assign DRG Codes: Accurately assign DRG codes to inpatient records using ICD-10- CM/PCS coding systems based on clinical documentation and physician notes. Ensure codes reflect the correct diagnosis, procedures, and the overall complexity of care.
Clinical Documentation Review: Review and analyze medical records to verify diagnoses, procedures, and treatments. Work with physicians and healthcare providers to clarify and improve clinical documentation when needed for proper coding.
DRG Assignment: Utilize the DRG methodology to ensure accurate and consistent DRG assignment based on the severity of illness (SOI) and risk of mortality (ROM), among other factors. Apply coding conventions and guidelines as per CMS (Centers for Medicare & Medicaid Services) and payer requirements.
Continuous Education: Keep up to date with coding guidelines, coding technology, and industry changes related to DRGs, including changes in ICD-10-CM/PCS, federal regulations, and insurance payer policies.
Billing Support: Work closely with the billing department to resolve coding issues and ensure that all claims are processed correctly and promptly for reimbursement. Ensure timely submission of all inpatient claims for accurate payment processing

Private Client Tax Associate Director

This is an outstanding opportunity for a driven and experienced tax professional...

Location

United Kingdom , Crawley

Salary:

75000.00 - 95000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA and/or ACA/ACCA qualified
Strong technical knowledge of UK personal tax legislation
Proven experience in advisory and compliance work
Must have a minimum of 5 years previous experience working within a UK Practice environment
Excellent communication and interpersonal skills

Job Responsibility

Managing a portfolio of private clients, including HNWIs, trusts, and estates
Providing advisory services on complex personal tax matters
Reviewing and signing off personal tax returns
Supporting the Partners with business development activities
Leading and mentoring junior members of the team

Fulltime

Client Associate Partner

Open Partners

Location:
Canada , Toronto

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 20, 2026

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