Client Delivery Associate Job at The Private Office (Leeds)

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 Success Associate

INFUSE is looking for a highly organized and driven individual to join our amazi...

Location

United States , Boca Raton

Salary:

Not provided

INFUSE

Expiration Date

Until further notice

Requirements

Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales
Strong communication and interpersonal skills
Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment.
Empathetic understanding of client needs and ability to address them effectively
Ability to address challenges and proactively offer solutions.

Job Responsibility

Build and maintain strong, long-lasting client relationships
Ensure the timely and successful delivery of our solutions according to client needs and objectives
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment
Assist with challenging client requests or issue escalations as needed
Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules.

Fulltime

Client Success Associate

This role will focus on mastering the basics of what it takes to deliver Operati...

Location

United States , Austin

Salary:

Not provided

Arrive Logistics

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a relevant field of study preferred
Proven demonstration of commitment and work ethic in a school or work setting
Fast-paced and able to multitask in a high-pressure environment
Polished communicator with exceptional interpersonal skills, both verbal & written
Able to take verbal/written instruction and execute with confidence

Job Responsibility

Manage load board on a daily basis, which includes detailed data entry in load building and scheduling, tracking, reviewing available loads, and closing out loads to ensure overall execution
Focus on accuracy and timeliness while building loads for our customer account(s)
Obtain pickup and delivery appointments from the shippers and consignees within your customer’s network
Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates
Communicate with customer contacts proactively when a shipment will be delayed
Understand the Customer’s committed lanes and when to accept or reject loads being tendered by the customer
Establish a strong understanding and knowledge base of the industry, foundational skills, and of Arrive operations with a drive for continued educational opportunities
Consistently working towards expanding your relationship with your customer contacts by delivering timely and professional communication
Work with BD and Carrier counterparts to navigate issues that occur to provide best-in-class customer service
Determine how to maximize profitability with the freight that is available by looking at appointment times, flexibility, and other attributes that will get the best possible rate

What we offer

Take advantage of our comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage
Invest in your future with our matching 401(k) program
Build relationships and find your home at Arrive through our Employee Resource Groups
Enjoy office wide engagement activities, team events, happy hours and more
Leave the suit and tie at home
our dress code is casual
Work in the booming city of Austin, TX – we are in a convenient location close to the airport and downtown
Park your car for free on site
Start your morning with a specialty drink from our fully stocked coffee bar, Broker’s Brew
Sweat it out with the team at our onsite gym

Fulltime

Client Success Associate

This role will focus on mastering the basics of what it takes to deliver Operati...

Location

United States , Tampa

Salary:

Not provided

Arrive Logistics

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a relevant field of study preferred
Proven demonstration of commitment and work ethic in a school or work setting
Fast-paced and able to multitask in a high-pressure environment
Polished communicator with exceptional interpersonal skills, both verbal & written
Able to take verbal/written instruction and execute with confidence

Job Responsibility

Manage load board on a daily basis, which includes detailed data entry in load building and scheduling, tracking, reviewing available loads, and closing out loads to ensure overall execution
Focus on accuracy and timeliness while building loads for our customer account(s)
Obtain pickup and delivery appointments from the shippers and consignees within your customer’s network
Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates
Communicate with customer contacts proactively when a shipment will be delayed
Understand the Customer’s committed lanes and when to accept or reject loads being tendered by the customer
Establish a strong understanding and knowledge base of the industry, foundational skills, and of Arrive operations with a drive for continued educational opportunities
Consistently working towards expanding your relationship with your customer contacts by delivering timely and professional communication
Work with BD and Carrier counterparts to navigate issues that occur to provide best-in-class customer service
Determine how to maximize profitability with the freight that is available by looking at appointment times, flexibility, and other attributes that will get the best possible rate

What we offer

Take advantage of our comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage
Invest in your future with our matching 401(k) program
Build relationships and find your home at Arrive through our Employee Resource Groups
Enjoy office wide engagement activities, team events, happy hours and more
Leave the suit and tie at home
our dress code is casual
Work in the booming city of Tampa, FL – we are in a convenient location close to the airport, bay, and downtown
Start your morning with free coffee
Park your car for free on site
Maximize your wellness with free counseling sessions through our Employee Assistance Program

Fulltime

Client Success Associate

This role will focus on mastering the basics of what it takes to deliver Operati...

Location

United States , Columbus

Salary:

Not provided

Arrive Logistics

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a relevant field of study preferred
Proven demonstration of commitment and work ethic in a school or work setting
Fast-paced and able to multitask in a high-pressure environment
Polished communicator with exceptional interpersonal skills, both verbal & written
Able to take verbal/written instruction and execute with confidence
Detail and process oriented
Customer obsessed
Efficient
Proactive
Solutions driven

Job Responsibility

Manage load board on a daily basis, which includes detailed data entry in load building and scheduling, tracking, reviewing available loads, and closing out loads to ensure overall execution
Focus on accuracy and timeliness while building loads for our customer account(s)
Obtain pickup and delivery appointments from the shippers and consignees within your customer’s network
Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates
Communicate with customer contacts proactively when a shipment will be delayed
Understand the Customer’s committed lanes and when to accept or reject loads being tendered by the customer
Establish a strong understanding and knowledge base of the industry, foundational skills, and of Arrive operations with a drive for continued educational opportunities
Consistently working towards expanding your relationship with your customer contacts by delivering timely and professional communication
Work with BD and Carrier counterparts to navigate issues that occur to provide best-in-class customer service
Determine how to maximize profitability with the freight that is available by looking at appointment times, flexibility, and other attributes that will get the best possible rate

What we offer

Take advantage of our comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage
Invest in your future with our matching 401K program
Build relationships and find your home at Arrive through our Employee Resource Groups
Get recognized through our employee rewards program
Leave the suit and tie at home
our dress code is casual
Eat for free on Mondays and Fridays! Free breakfast on Mondays and lunch on Fridays!
Sweat it out using local gym discounts
Maximize your wellness with free counseling sessions through our Employee Assistance Program
Take time to manage your physical and mental health – we offer company paid holidays, paid vacation time and wellness days

Fulltime

Client Services Associate

We are looking for a Client Services Associate to provide exceptional service an...

Location

United States , Union City

Salary:

73920.00 USD / Year

BillionToOne

Expiration Date

Until further notice

Requirements

1+ years of prior client-facing experience (diagnostic laboratory setting is a plus)
4-year college degree (or equivalent in experience)
Experience with CRM tools (Salesforce, Zendesk, etc.) is a plus
Advanced organizational skills with the ability to handle multiple assignments simultaneously
Ability to work in a very fast-paced, demanding environment
Outstanding verbal, written, and presentation skills - ability to effectively tailor messages to different audiences
Passion for creating a delightful experience for internal and external customers
Ability to analyze complex situations independently and implement appropriate solutions

Job Responsibility

Engage customers in a positive and courteous manner to resolve issues and deliver the best possible customer experience
Oversee and effectively respond to all types of communication in a professional and articulate manner: phone, email, and web inquiries from customers (physician offices), sales representatives, and patients
Handle a variety of inquiries, including questions about our technology, products, and services, status of test results, costs, billing, and insurance coverage
Keep precise and clear documentation of all communications and follow-up activities
Collaborate with our laboratory to ensure that client information is accurately maintained and help to ensure the timely delivery of test results
Contact physicians and other medical personnel to obtain missing information from test orders
Enter and qualify new customer information into CRM and LIMS systems
Identify issues and trends and collaborate with commercial leadership to develop best practices for internal and external processes
Participate in cross-functional projects that extend beyond routine responsibilities to contribute to building a world-class Customer Service organization
Represent the organization during intra-department meetings or All Hands meetings as needed

What we offer

Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients
Open, transparent culture that includes weekly Town Hall meetings
The ability to indirectly or directly change the lives of hundreds of thousands patients
Multiple medical benefit options
employee premiums paid 100% of select plans, dependents covered up to 80%
Extremely generous Family Bonding Leave for new parents (16 weeks, paid at 100%)
Supplemental fertility benefits coverage
Retirement savings program including a 4% Company match
Increase paid time off with increased tenure
Latest and greatest hardware (laptop, lab equipment, facilities)

Fulltime

Private Client Tax Associate Director

Are you a tax professional looking for a senior role with a leading firm of Char...

Location

United Kingdom , Glasgow

Salary:

70000.00 - 95000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA/ACA/ATT qualified or equivalent experience
Proven experience in private client tax advisory at a senior level
Strong technical knowledge of UK tax legislation
Excellent communication and leadership skills
Must have a minimum of 6 years previous experience working within a UK Practice environment

Job Responsibility

Lead and manage private client tax advisory projects, ensuring high-quality service delivery
Provide strategic tax planning advice to high-net-worth individuals, business owners, and trusts
Review complex tax compliance work and offer technical guidance to junior team members
Build and maintain strong client relationships, identifying opportunities for additional services
Keep up to date with tax legislation and ensure compliance with regulatory requirements

What we offer

flexible working
company pension

Fulltime

Client Success Associate

This role will focus on mastering the basics of what it takes to deliver Operati...

Location

United States , Chicago

Salary:

25.00 USD / Hour

Arrive Logistics

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a relevant field of study preferred
Proven demonstration of commitment and work ethic in a school or work setting
Fast-paced and able to multitask in a high-pressure environment
Polished communicator with exceptional interpersonal skills, both verbal & written
Able to take verbal/written instruction and execute with confidence

Job Responsibility

Manage load board on a daily basis, which includes detailed data entry in load building and scheduling, tracking, reviewing available loads, and closing out loads to ensure overall execution
Focus on accuracy and timeliness while building loads for our customer account(s)
Obtain pickup and delivery appointments from the shippers and consignees within your customer’s network
Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates
Communicate with customer contacts proactively when a shipment will be delayed
Understand the Customer’s committed lanes and when to accept or reject loads being tendered by the customer
Establish a strong understanding and knowledge base of the industry, foundational skills, and of Arrive operations with a drive for continued educational opportunities
Consistently working towards expanding your relationship with your customer contacts by delivering timely and professional communication
Work with BD and Carrier counterparts to navigate issues that occur to provide best-in-class customer service
Determine how to maximize profitability with the freight that is available by looking at appointment times, flexibility, and other attributes that will get the best possible rate

What we offer

Take advantage of our comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage
Invest in your future with our matching 401(k) program
Build relationships and take part in learning opportunities through our Employee Resource Groups
Enjoy office wide engagement activities, team events, happy hours and more
Leave the suit and tie at home
our dress code is casual
Work in the heart of downtown Chicago, IL
Take advantage of our transportation reimbursement program and make your way to work via the train, bus, car or bike
Sweat it out at the LifeStart gym in our office building that includes brand new Peloton bikes, top-of-the-line equipment and personal training options
Maximize your wellness with free counseling sessions through our Employee Assistance Program

Fulltime

Client Delivery Associate

The Private Office

Location:
United Kingdom , Leeds

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 03, 2026

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Job Posted:
January 03, 2026