Client Engagement Associate Job at Beacon Hill (Conshohocken)

Client Relations Associate

The Client Relations Associate is a client facing position that plays an importa...

Location

United States , Williston

Salary:

Not provided

Davis & Hodgdon Associates

Expiration Date

Until further notice

Requirements

Experience with MS Teams and Office applications
Must be detail oriented, disciplined, and highly organized
Demonstrated experience learning new software and procedures quickly
Possess strong communication skills and professional image
Ability to manage own work with minimal supervision and resolve complex questions and problems with members of the operations team
Experience working in a professional services setting is preferred

Job Responsibility

Assist clients by addressing inquiries, concerns, and updates on their projects
Routing calls, emails and correspondence to the appropriate Associate as well as ensure that follow up was made in response to the correspondence
Drafting up deadline notifications to be sent to clients
Communicating deadlines for receiving information and providing deliverable with clients
Assist clients with their portal accounts to include sending and receiving information
Proactively address client concerns and escalate issues as necessary
Assembling deliverables such as tax returns and financial statements for clients
Setting up client portals as well as providing education to clients during the onboarding process
Assist in creating and sending out engagement letters and tax organizers
Responsible for setting up projects and updating critical workflow information

What we offer

40 hours of extra PTO for the year
Competitive compensation and benefits package including attractive incentives and a healthy work-life balance

Fulltime

Project Associate/Senior Project Associate – Planning, Engagement, and Design

We are seeking an entry-to-mid-level Planning & Design Project Associate or Seni...

Location

United States , Berkeley or Sacramento

Salary:

32.00 - 38.00 USD / Hour

MIG

Expiration Date

Until further notice

Requirements

Bachelor’s degree in urban planning, public policy, or a related field
At least one year of relevant work experience (internships OK) for a Project Associate
At least three years of relevant experience for a Senior Project Associate in land use planning, urban planning, urban design, policy, community engagement, master planning or a closely related field
Ability to produce high-quality work products, including planning documents, graphics, maps, and charts
Excellent skills in research, writing, analysis, document presentation, and written and verbal communication
Knowledge and demonstrated interest in the intersection of design, planning, and equity
Knowledge about the principles and practices of land use planning at the city, county, regional, and state level
Software proficiency in Microsoft Office and Adobe Creative Suite is required
Willingness and initiative to pitch in, adapt, and collaborate as a teammate
Confident presentation and public speaking skills in both small and large group discussions

Job Responsibility

Work as part of a supportive, cross-office, cross-discipline team that plans and designs with communities
Support a team of planners, designers, and project managers in all aspects of project design and implementation
Support with community engagement and meeting design, preparation, logistics, and facilitation
Research and analysis
Technical and policy writing
Creation of highly visual materials, reports, and/or summaries
Content analysis
Project administration
Client interaction
Work on comprehensive, specific, downtown, and corridor plans

What we offer

Flexible work schedule
Rewarding work environment
Creative atmosphere that allows for professional development and career advancement opportunities
Comprehensive benefits program including paid time off (PTO)
10 paid holidays
Medical, dental, vision, FSA, and HRA with employer contributions
401K matching
Eligibility for overtime pay

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

Construction Disputes Senior Associate

A top 50 leading UK law firm is seeking a talented Senior Associate to join thei...

Location

United Kingdom , Greater London

Salary:

95000.00 - 120000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

A strong academic background and at least 4 years of PQE in construction disputes or professional indemnity claims
Experience in policy interpretation and a solid understanding of court and dispute resolution processes
Excellent drafting, negotiation, and communication skills
A proactive, team-focused approach and an enthusiasm for client engagement and business development

Job Responsibility

Defend professional indemnity claims against construction professionals, main contractors, and other professionals
Advise clients on insurance policy coverage and interpretation, including complex wording issues
Provide specialist advice on claims defense strategies and scope of policy cover
Work closely with experienced partners and a dynamic team in a collaborative environment

What we offer

A competitive salary and comprehensive benefits package
Recognition as one of the UK’s best workplaces for over 20 years, with Platinum Investors in People status
Opportunities for professional growth, flexible working arrangements, and a strong emphasis on work-life balance
A firm-wide commitment to diversity, sustainability, and innovation

Fulltime

Platform Engagement Associate

The Platform Engagement Associate will play a crucial role in ensuring both newl...

Location

United States , New York; Austin; King of Prussia; Phoenix

Salary:

70000.00 - 80000.00 USD / Year

Fin Capital

Expiration Date

Until further notice

Requirements

2-4 years of experience in client engagement, business operations, product adoption, or strategic consulting
Strong understanding of retirement savings platforms, SaaS solutions, or financial services technology
Proven track record of analyzing client behavior and driving data-informed improvements
Experience in managing cross-functional initiatives to improve client outcomes
Exceptional communication and presentation skills, including the ability to synthesize data into actionable insights
Strong problem-solving skills with a structured approach to identifying and addressing challenges
Highly organized with the ability to manage multiple work streams simultaneously
Self-starter mentality, you are someone who will dive into whatever challenge is placed in front of you and find creative ways to solve problems

Job Responsibility

Client Engagement Analysis: Monitor and analyze client adoption of the Vestwell platform, with a focus on employee participation and contribution rates
Opportunity Identification: Identify clients with suboptimal platform engagement and assess the underlying causes, such as plan configuration issues, employer support gaps, or employee awareness challenges
Remediation Strategies: Develop and execute action plans to address low adoption rates, owning communication campaigns end-to-end, platform features, or operational adjustments
Data-Driven Insights: Track, analyze, and report key utilization metrics, creating dashboards and presentations for internal stakeholders and leadership
Client Advisory: Consult with clients on best practices for driving employee participation and optimizing plan configurations. Providing resources, toolkits, and offering enrollment meeting. Creating playbooks from learned practices to allow for scalability across our platform
Continuous Improvement: Recommend and program manage scalable improvements to processes, technology, and engagement strategies based on client feedback and data insights
Client Profitability Remediation: Work through the sponsor revenue and expense model to validate loss leaders. Identify and present remediation steps to improve profitability including payroll or operational changes, fee increases or termination of the relationship
Cross-Functional Collaboration: Demonstrated ability and flexibility to seamlessly transition between projects and workflows, contributing to various teams as needed to meet evolving business needs and priorities

What we offer

Competitive health coverage
Generous vacation offering
Hybrid office policy
Great 401(k) plan
Eligible to participate in the Company Bonus Pool
Eligible to receive new hire equity in the Company

Fulltime

Associate Account Manager

The Valuations Department is responsible for working with clients and specialist...

Location

United States , New York

Salary:

55000.00 - 70000.00 USD / Year

Sotheby's

Expiration Date

Until further notice

Requirements

BA and 3-5 plus years of client and/or auction related experience
Ability to work independently in a fast-paced, deadline-driven environment
Ability to travel as needed
Excellent organizational and time management skills
Excellent client service skills and strong ability to problem-solve
Excellent written, verbal and interpersonal communication skills
Strong attention to detail and follow-through skills
Strong team player, flexible, motivated, discreet, dependable, resourceful and able to multi-task gracefully

Job Responsibility

Act as valuation project manager for large, complex, long-term valuations frequently requiring organization of specialists and regional staff
Manage the entire valuation process including but not limited to: communicating and managing client expectations
preparing valuation proposals and agreements
carrying out pre-valuation walk-throughs or document review
calculating and communicating to the client associated fees, organizing, scheduling and accompanying specialist team on client visits
following up with specialists regarding values, comparables and/or comparable basis paragraphs
setting, communicating and monitoring deadlines to clients and specialists
managing the movement of documents through the production and proofing process and producing and reviewing final documents to ensure product meets Sotheby’s high appraisal standards and sending these to the client
Possess detailed knowledge of the types of valuations and requirements as well as IRS requirements
Ability to establish and maintain strong working relationships with Sotheby's colleagues across many departments, as well as external clients including bankers, lawyers, advisors, family offices and collection managers

What we offer

discretionary bonus
competitive benefits package

Fulltime

Associate Engineer - Electrical Building Service

At BakerHicks, our Electrical team is known for making the complex simple. With ...

Location

United Kingdom , Salford Quays, Manchester

Salary:

Not provided

Morgan Sindall Plc

Expiration Date

Until further notice

Requirements

Proven experience delivering multi-disciplinary projects in sectors such as infrastructure, energy, or industrial
Strong leadership skills with experience managing diverse teams
Excellent communication and presentation abilities
Deep technical knowledge in electrical design, detailing, and specification writing
A proactive, client-focused mindset with a drive for quality and innovation
Must be able to achieve and maintain security clearance

Job Responsibility

Supervise the delivery of electrical engineering projects, ensuring time, cost, and quality targets are met
Manage and mentor a team of engineers and technicians, fostering a culture of collaboration and continuous development
Act as a technical expert, conducting design reviews and providing peer audits
Engage with clients to build strong, lasting relationships and ensure a responsive, customer-focused service
Support commercial aspects of projects including fee monitoring, resource planning, and change control
Contribute to the strategic growth and development of the national Electrical team

What we offer

Company car or cash allowance
Up to 6% matched contributory pension plan
Life assurance scheme
25 days annual leave plus ability to buy additional leave
Discount scheme (including gym membership, mobile phones etc)
Flexible working
Family friendly policies
Employee assistance
Professional development

Fulltime

Client Solutions Associate

As a Client Solutions Associate at Norm Ai, you will play a critical role in ens...

Location

United States , New York City

Salary:

140000.00 - 170000.00 USD / Year

Norm AI

Expiration Date

Until further notice

Requirements

2-4 years of professional experience in client success, engagement, consulting, or account management roles within compliance, legal services, or technology
Experience working with executives in highly regulated industries (e.g., financial services, insurance)
Experience in client-facing roles
Demonstrated ability to manage complex client relationships and ensure client satisfaction
Exceptional communication and relationship-building skills, with the ability to convey complex concepts to clients in a clear, concise, and professional manner
Highly independent and comfortable working as an IC
Willingness and humility to serve in a supporting role when needed, and independence and desire to take the lead when needed
Detail-oriented with excellent organizational and project management skills
Actively use AI in day-to-day work to support thinking, creation, and problem-solving
Use AI to improve the quality and speed of work and to continuously refine how work gets done end-to-end

Job Responsibility

Play a critical role in ensuring the success and satisfaction of Norm Ai’s clients
Be a key point of contact for clients
Support Engagement Managers with client onboarding
Maintain ongoing client relationships
Make sure that clients derive maximum value from the Norm Ai platform
Ensure clients are engaged, satisfied, and experiencing maximum value from Norm Ai
Provide deeply engaged, thoughtful, and proactive support, frequent updates, and tailored solutions
Work directly with Engagement Managers
Collaborate closely with other cross-functional teams such as Legal Engineering, Product, Engineering, and Sales to drive client success
Act as an advocate for the client within Norm Ai, surfacing client feedback in an effective and actionable manner

What we offer

Equity compensation
401(k) plan with an employer match
Top-tier insurance coverage, encompassing health, dental, hospital, accident, and vision plans
Relocation reimbursement for candidates needing to relocate to NYC
Fast-paced learning environment where professional growth is constant

Fulltime

Client Engagement Associate

Beacon Hill

Location:
United States , Conshohocken

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 30, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Client Engagement Associate

Beacon Hill

Location:United States , Conshohocken

Category:Finance

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 30, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
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Job Posted:
January 30, 2026