Client Relation Associate Job at PhasorSoft Group (Starkville)

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

Public Relations Associate

Location

United States , Washington, D.C.

Salary:

Not provided

Bluetext

Expiration Date

Until further notice

Requirements

1 to 3 years experience at an agency
supported PR for technology clients
proficient and knowledgeable of the PR industry and its tools
delivered great results for clients
good writer
loves to pitch

Boutique Private Client Associate

The firm counsels ultra-high net worth clients in complex and high-stakes disput...

Location

United States , New York City

Salary:

175000.00 - 215000.00 USD / Year

Lord Gurman & Lewis

Expiration Date

Until further notice

Requirements

About one to four years of experience in estate planning, real estate, or corporate law
BigLaw or equivalent background
Strong academic credentials
New York bar admission

Job Responsibility

Review and preparation of legal documents including wills, trusts, LLC agreements, powers of attorney, and healthcare directives
Drafting prenuptial and postnuptial agreements and out-of-court settlement agreements
Estate and trust administration matters
Legal research on related private client issues

What we offer

Discretionary bonus
Collegial atmosphere with many former BigLaw attorneys
Sophisticated clientele and complex, high-stakes matters

Fulltime

Associate - Private Client

This respected Scottish firm is home to a long-standing Private Client team that...

Location

United Kingdom , Edinburgh

Salary:

58000.00 - 65000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Minimum of 5 years’ post-qualification experience in private client work
strong understanding of tax reliefs such as Agricultural Property Relief (APR) and Business Property Relief (BPR)
ability to manage a varied caseload independently
experience supporting clients on trust law, asset protection, and powers of attorney or guardianship
proactive approach to client service, business development, and collaboration with colleagues.

Job Responsibility

Advising a wide range of individuals, families, and high-net-worth clients on complex personal and tax-related matters
preparing wills
estate administration
inheritance tax planning
trust creation
handling contentious matters such as disputed executries and trust issues.

What we offer

Competitive salary
comprehensive benefits package
flexibility in work environment with full-time, part-time, and hybrid options
strong collaborative team culture
structured development pathways for career progression.

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 Services Associate

The Client Services Associate is responsible for providing a professional and we...

Location

United States , Virginia Beach

Salary:

Not provided

Stewart & Company

Expiration Date

Until further notice

Requirements

High school diploma required
At least two years of related experience preferred
Ability to sit for extended periods while working at a desk and using a computer
Ability to occasionally lift up to 20 pounds

Job Responsibility

Provide front desk coverage during normal business hours
Answer phone calls promptly, professionally, and in a friendly manner
Maintain a clean, organized, and welcoming reception area
Greet clients, assist with intake forms, and guide them through necessary processes
Assist clients with picking up documents, tax returns, and other materials and making payments at time of pick up
Coordinate the distribution of New Client Questionnaires and schedule appointments
Handle postage label printing and mail tracking
Check in documents received and ensure proper routing to the appropriate team members
Distribute faxes and other correspondence as required
Open and close the front door daily, ensuring proper security protocols

Fulltime

Sales associate

Take part in the success of the boutique and be accountable for providing best c...

Location

South Korea , Seoul

Salary:

Not provided

Audemars Piguet

Expiration Date

Until further notice

Requirements

Client Centric Mindset
High standard of grooming & self-attire
Proven professional experience between 3-8 years in retail & client service industries
Client relation & development skill
Fluent English is a plus

Job Responsibility

Take part in the success of the boutique and be accountable for providing best customer experience, for pre and post selling of the products of the boutique, for product and brand promotion and for making productive contribution by executing assigned work, within given time frames and in ways that meet sales objectives
Responsibility for the overall sales process including walk-in and phone/email clientele
Participate actively to develop new sales opportunities and Client Relationship Development
Ensure support to all operations of the boutique and use of all available sales tools
Provide operational support and ensure presence to marketing events
Ensure the optimal customer experience in the boutique for new sales, customer service (repairs), and all visitors
Provide reliable, accurate, and first class customer service
In depth product knowledge and prices
Able to explain estimates, repairs (time and prices)
Participate actively in Customer Relationship Management data collection

What we offer

Audemars Piguet offers a competitive and comprehensive compensation and benefits package above market practices

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

Client Relation Associate

PhasorSoft Group

Location:
United States , Starkville

Category:
IT - Administration

Contract Type:
Employment contract

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
December 11, 2025

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