Client Management Associate Jobs

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Acentria team in Apex. NC . Job Summary: The Employee Benefits Account Manager is responsible for the delivery of exceptional service to our employee benefit clients. This individual will be responsible for managing the client’s policy renewals, adding new policies, implementing additional resources specific to the clients' needs, and maintaining the overall retention of the business. Essential Functions: Generally functions independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for the implementation of coverage and modifications to clients’ coverage. Provides exceptional customer service for assigned accounts, including correspondence and communication with customers, producers and insurance carriers. Partners with producer on new/renewal business strategy including the coordination of roles and the obtaining of information. Independently add new policies to fit clients' needs. Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Ensures that policies are delivered and/or mailed to client in a timely manner. Develops strong positive client relationships by being the point of contact for assigned clients, maintaining open lines of communication, and conducting face-to-face meetings with clients and their employees as needed. Interacts with others effectively and professionally by utilizing excellent communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency. Maintains current knowledge of industry trends, new product information, legislation, coverages and technology. Provides guidance and direction to account associates and less experienced account managers as needed. Overtime work, as needed. Other dutie

LHV Bank Limited is a UK-licensed bank operating across three core business segments: Retail Banking, SME Lending, and Banking Services (BaaS). The bank is a wholly owned subsidiary of LHV Group, a listed financial services provider headquartered in Estonia. LHV Bank operates under a full UK banking licence granted in May 2023. The Bank supports over 200 fintech clients with embedded financial infrastructure, provides retail savings products via digital channels, and offers SME credit solutions across the UK. In line with its regulatory responsibilities and growth ambitions, LHV Bank is committed to maintaining a robust and proportionate financial crime control environment. Expanding our services, LHV Bank now provides personal banking solutions. Our offerings include current accounts with competitive interest rates, fixed-rate bonds for long-term savings, and debit cards. Customers can conveniently access these services through the LHV App, enabling secure account opening and management. Overview Reporting to the Director of Financial Crime Risk, this role sits within the Banking Services Business Risk Management function and is responsible for leading and overseeing Enhanced Due Diligence (EDD) activity across LHV’s Banking Services client portfolio. The successful candidate will oversee all aspects of new client onboarding and periodic EDD reviews, manage complex and ad-hoc escalations, and perform Quality Control (QC) reviews of EDD assessments. The role ensures that clients are subject to robust, risk-based review and that financial crime risks, risk factors, and red flags are appropriately identified, assessed, and clearly documented. Role Objectives This role is responsible for managing the financial crime risks associated with LHV’s Banking Services client base, which predominantly comprises UK and EEA-regulated non-bank financial institutions and fintechs. Key responsibilities include: Leading and conducting in-depth virtual and onsite assessme

Titan Security is built on serving our clients and building careers – just like yours. We are trusted by some of the most well-known companies and properties in the country while remaining dedicated to building personalized security solutions that solve the needs of every customer we support. Named as a nationally recognized Top Workplace in 2024 and 2025 by USA Today, Titan's customized approach to security services will provide you with the opportunity to learn, grow and succeed. Our core values of being Unified, Transparent, Innovative, Committed and Accountable help us in providing unparalleled service and support in all that we do. If you are looking for a meaningful career, a culture of excellence, and the ability to make a difference, we want to talk to you! The Security Site Supervisor serves as the primary on-site operational lead, directly responsible for managing the complete security contract, supervising guard staff, maintaining client relations, and overseeing day-to-day safety operations across the entire property. Operating in a multi-tenant commercial setup, the Site Supervisor manages scheduling, post orders, access control systems, visitor processing, and emergency response procedures to ensure full operational compliance and deliver top-tier service to property management and building occupants. About the location: Situated along the Chicago River fronting Wacker Drive in the heart of the Central Loop, this 16-story, 332,000+ SF office property is a prominent Brutalist-style commercial building. Designed by C.F. Murphy Associates the site features floorplates of ~14,000 RSF housing a diverse mix of professional services, corporate tenants, and office condominiums. Positioned within a high-density transit and business corridor near the Chicago Riverwalk and major tech/municipal developments, the building experiences consistent daily traffic from tenants, client visitors, and street-level pedestrian flow. Responsibilities: Help supervise oper

Overview: We are seeking a detail-oriented and proactive Associate Project Manager to support our Sales team. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is eager to grow their career in project management and sales operations. The Associate Project Manager will serve as the right hand to our Sales team, ensuring that projects, client requests, and internal processes run smoothly from start to finish. Key Responsibilities: Assist Sales Managers with day-to-day project coordination, administrative tasks, and client communication. Track project timelines, deliverables, and milestones to ensure deadlines are met. Prepare and update project documentation, presentations, and sales materials. Act as a liaison between Sales, Operations, and other internal teams to support project execution. Monitor and report on project progress, highlighting risks and opportunities. Support proposal development, quotes, and contract preparation as needed. Manage data entry and updates in CRM systems to ensure accuracy. Provide follow-up on client requests and ensure a high level of customer satisfaction. Assist with scheduling meetings, coordinating logistics, and preparing agendas. Qualifications: Bachelor’s degree in business, Communications, or related field (or equivalent experience). 1–3 years of experience in project coordination, sales support, or a similar role. Strong organizational and time management skills with keen attention to detail. Excellent communication skills, both written and verbal. Proficiency in Microsoft Office Suite and CRM systems (e.g., examples here if applicable). Ability to multitask and work effectively under pressure in a team environment. A proactive, problem-solving mindset with a willingness to take initiative. BENEFITS Medical Dental Vision Employer Paid Basic Employee Life and AD&D Insurance Employer Paid Long Term Disability Flexible Spending Accounts Voluntary Short-Term Disabil

ROLE SUMMARY As a Senior / Business Consultant at Lynx, your primary role is to oversee our commercial projects, ensuring their successful journey from conception to full implementation, while driving account growth and business development. Your key responsibilities will encompass the entire project cycle, including defining critical milestones, resource planning, task allocation, mapping dependencies, and, most importantly, ensuring the timely delivery of results. You'll be the driving force behind our project execution, ensuring that our clients' objectives are met, and their expectations exceeded. You will also be responsible for building and maintaining client relationships, and driving cross-selling and up-selling opportunities. If you thrive on taking ownership of projects and leading them to successful outcomes, we invite you to consider a career with Lynx. This role is a unique opportunity to contribute your project management expertise and make a tangible impact on our clients' businesses. Join us in delivering excellence one project at a time. WHAT THIS INVOLVES Accountability for end to end project delivery including commercial KPIs such as timely delivery, keeping within budget and at margin Leading all project stages including - contracting, scoping & kick-off, execution and post implementation reviews Collaborating with legal, business development, product and technical teams to ensure seamless execution Work with clients, technical staff and management to determine and resolve issues associated with project implementation Function as the liaison between our clients and our technical teams throughout the solution implementation cycle Building a strong relationship of trust and credibility with relevant client stakeholders both for the project and for Lynx as a company Build a motivating and collegiate working environment with the team aligned to our company’s core values Actively identify and pursue new business opportunities for existing a

Are you interested in working directly for a single sponsor while having the security and additional career opportunities that working for a global CRO can bring? Our team says it’s the best of both worlds…. ClinChoice is searching for a Regulatory Affairs Associate Consultant for 12 months Contract with possibility of extension to join one of our clients. ClinChoice is a global full-service CRO with a strong focus on quality, professional development, and supportive culture. As a client-facing role, we are looking for confident candidates with the ability to work independently whilst establishing a high-trust environment with the client’s counterparts. Job Title ANALYST REGULATORY AFFAIRS Consultant Job Summary Ensures proper submission and approvals for market licenses including new registrations, changes and timely renewals, and establishment registrations, organizing and balancing a multitude of projects simultaneously. Scope Major Roles and Responsibilities Elaborate regulatory strategy and execute submission of changes, new registrations and renewals in timely manner with some guidance. Execute activities to obtain or update establishment registration licenses. Execute post-approval activities such as preparation of communications to stakeholders, labels and Instructions for Use and system updates. Request and follow-up of documentation to prepare registration dossiers. Supports regional team on product submissions schedules, prioritization, and pipeline management. Support internal and external audits with documentation requests. Interacts with other stakeholders, government agencies in a professional, decisive, & articulate manner. Act as a point of contact for stakeholders to support business plans and regulatory needs. Review labels compliance in internal system. · Support projects as representative of the subject/country. · Elaborate procedures of the ar

About the Team DoorDash is looking for top-talent to help grow our Australian business! This is a rare opportunity for people who are excited about joining a startup and building something great! We're looking for passionate individuals with deep market knowledge to allow us to best serve our consumers, Dashers, and Merchants. Join our never-ending pursuit to better power economies in Australia and across the globe. About the Role DoorDash is looking for a Senior Associate to join the Enterprise Restaurant team, to help promote the strategy, project planning, and relationship management of some of our largest clients. The DoorDash Enterprise team is responsible for the strategic vision, acquisition, and development of the largest businesses in Australia. Given the scale of our key partners, you will be an essential piece of DoorDash's success in every market in which we operate. As a Senior Associate on the Enterprise Restaurant Partnerships Team you'll help develop growth plans and lead the daily execution for a portfolio of brands. You’re excited about this opportunity because you will… Develop & own important reporting needs with our clients to provide insights Project manage large-scale enterprise merchant launches and initiatives for our top brands and oversee continued operational success for existing clients Oversee partner specific needs (e.g., POS (point of sale) integrations, customised reporting, menu optimisation, merchant marketing, operational improvements) Work cross-functionally and serve as the liaison between our partners and DoorDash teams Build direct relationships with important partners throughout each brand, ensuring client needs are met at all levels You will report directly to the Strategic Engagement Manager Lead Enterprise Partnerships We're excited about you because you… Have 4+ years of experience working in cross-functional teams to build creative solutions Have strong project management skills Have proven experience working d

The Regulatory Risk Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Responsible for driving customer remediation analytics to completion including execution and validation. This position will be part of the USCC Centralized Customer Remediation Team (CCRT). The objective of the USCC CCRT is to quickly assess and identify customer impacts and ensure remediation is completed promptly with the appropriate detailed documentation required by Internal Audit and the Regulators. These activities will be conducted in close partnership with the Issue Owners and Managers within U.S. Consumer Cards. Excellent communication skills are required to negotiate internally, often at a senior level. Highly developed communication and diplomacy skills are required, to guide, influence, and convince others, in particular colleagues in other areas and occasional external customers. This role is a people manager role with full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. Responsibilities: Manage a team of remediation analysts and associated book of work for the team. Perform training, reviews, coaching, and mentoring of staff. Over-sees, designs, and manages client remediation population and impact analyses for USCC owned and impacted issues, including those that are Regulatory. Provide expertise and guidance related to the USCC remediation processes and policies, partners with other department leaders to define, prioritize, and execute remediation programs. Create comprehensive documentation that confo

Veteran & Family Owned & Operated As an Air Force Veteran himself, our CEO Dean is proud to employ several retired military personnel. We are also a family owned and operated business. Members of Dean's family have been strongly involved in the business since the foundation of CCE and has been integral to our success embodying stability and longevity. POSITION SUMMARY The role of an Estimator involves precisely calculating the costs of electrical construction projects and presenting the bids accordingly. To excel in this position, one needs to possess a deep knowledge of electrical construction, exceptional analytical abilities, and the capacity to handle multiple projects concurrently while adhering to strict timelines. KEY RESPONSIBILITIES Examine and evaluate project blueprints, descriptions, and associated papers to comprehend the extent of the job and the prerequisites of the project. Prepare detailed estimates for materials, labor, equipment, and other project costs using established procedures and tools such as Microsoft Office, McCormick, Bluebeam, or other electrical estimating software . Partner with vendors, project managers, engineers, and BIM designers to develop and refine project scopes, schedules, and budgets. Participate in bid presentations and negotiate with clients to secure contracts for electrical construction projects. Establish and maintain strong relationships with clients by serving as their primary point of contact and building trust through regular communication and follow-up. Manage client expectations by setting clear timelines, deliverables, and communication protocols. Inspections and visits to potential and current work sites as needed Adherence to safe working environments Continuous learning and improvement KNOWLEDGE, SKILLS, AND ABILITIES Strong analytical and problem-solving skills, with the ability to analyze complex technical data and translat

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. As a Project Manager, you are the foundation of our delivery team, focusing on mid-sized technical projects. You provide critical visibility, service reviews, and reporting throughout the implementation lifecycle. You are a professional who moves fast to discover simpler ways to deliver results for our customers while adopting a deeply "Customer-Centric" mindset. WHY THIS ROLE? Impact: Own and manage the operational relationship with assigned clients, ensuring their applications scale to meet business needs. Growth: This "Journey-Level" position provides a clear path toward advanced project management by mastering "zero-surprise" reporting. Innovation: Work with bleeding-edge data warehouse technology in a truly disruptive software environment. WHAT YOU’LL DO: Project Governance: Maintain project documentation and track task effort in Smartsheet or Certinia. Work Structures: Create granular Work Breakdown Structures (WBS) and associate effort and resource naming to specific tasks. Meeting Leadership: Lead internal and client meetings with thorough documentation and rigorous follow-up. Conflict Management: Navigate internal resource conflicts effectively to keep projects on track. Success Metrics: Maintain project margins within +/- 5% of target and achieve CSAT scores great

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. SUMMARY: As a Project Manager, you are the foundation of our delivery team, focusing on mid-sized technical projects. You provide critical visibility, service reviews, and reporting throughout the implementation lifecycle. You are a professional who moves fast to discover simpler ways to deliver results for our customers while adopting a deeply "Customer-Centric" mindset. WHY THIS ROLE? Impact: Own and manage the operational relationship with assigned clients, ensuring their applications scale to meet business needs. Growth: This "Journey-Level" position provides a clear path toward advanced project management by mastering "zero-surprise" reporting. Innovation: Work with bleeding-edge data warehouse technology in a truly disruptive software environment. WHAT YOU’LL DO: Project Governance: Maintain project documentation and track task effort in Smartsheet or Certinia. Work Structures: Create granular Work Breakdown Structures (WBS) and associate effort and resource naming to specific tasks. Meeting Leadership: Lead internal and client meetings with thorough documentation and rigorous follow-up. Conflict Management: Navigate internal resource conflicts effectively to keep projects on track. Success Metrics: Maintain project margins within +/- 5% of target and achieve CSAT sco

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. As a Project Manager, you are the foundation of our delivery team, focusing on mid-sized technical projects. You provide critical visibility, service reviews, and reporting throughout the implementation lifecycle. You are a professional who moves fast to discover simpler ways to deliver results for our customers while adopting a deeply "Customer-Centric" mindset. WHY THIS ROLE? Impact: Own and manage the operational relationship with assigned clients, ensuring their applications scale to meet business needs. Growth: This "Journey-Level" position provides a clear path toward advanced project management by mastering "zero-surprise" reporting. Innovation: Work with bleeding-edge data warehouse technology in a truly disruptive software environment. WHAT YOU’LL DO: Project Governance: Maintain project documentation and track task effort in Smartsheet or Certinia. Work Structures: Create granular Work Breakdown Structures (WBS) and associate effort and resource naming to specific tasks. Meeting Leadership: Lead internal and client meetings with thorough documentation and rigorous follow-up. Conflict Management: Navigate internal resource conflicts effectively to keep projects on track. Success Metrics: Maintain project margins within +/- 5% of target and achieve CSAT scores great

The Business Associate is a senior level position responsible for the overall administrative activities of a business. These tasks may include managing external audits, business continuity activities or addressing regulatory issues. The Business Associate may coordinate and manage activities such as the tracking of business financials, employee headcount and other administrative needs as necessary. May manage ad hoc projects as requested. Responsibilities: Serve as communications lead on strategy development and execution for internal business messaging Advance organization/people strategy goals including communications strategy, talent strategy, and employee engagement initiatives Assist leadership/Chief of Staff in promoting and executing communications program Drive productivity/ cost savings initiatives in partnership with the senior management team Participate in People Engagement Working Group and promote Voice of the Employee (VOE) communications Identify and develop business content for deployment, to enhance brand awareness with stakeholders and clients Advise, write and edit on company-wide communications Develop and maintain communication standards and procedures; serve as subject matter expert on communication tools and applications Develop monthly communications metrics to monitor and measure impact of the communication plan Participate in leadership meetings to assess scope of communications needs, educate leadership on strategy, and make recommendations for achieving desired impact Complete financial deliverables including monthly forecasts, the annual investment process, client reporting and ad hoc requests Leverage technology and tools to enable communications and generate excitement and interest in risk communications Appropriately assess risk when business decisions are made, demonstrating particular consideration

The Senior Relationship Associate is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Senior Relationship Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Serve as the key contact for routine credit requests, negotiation of routine credit documentation, confirmation of support, negotiation of support documentation, problem escalation and resolution for client network and operational teams and help clients navigate Citi’s global network, local coverage and product support Assist with preparing for relationship reviews and with timely origination/monitoring/renewal/completion of Know Your Client (KYC) requirements across all products and marketing levels Interact with cash managers, assistant treasurers, and other treasury personnel from an assigned portfolio of clients for transactional banking issues and support and engage appropriate teams to ensure customer satisfaction Ensure timely resolution and client satisfaction on all financial and operational investigations including credit, foreign exchange, cash management, trade services, etc. Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, where appropriate Negotiate language for largely standardized FX/Derivative transactions, LCs, or working capital loans, as needed Identify revenue opportunities and position certain products with clients and monitor revenues, billing and service queries, correct mapping/mar

Overview: Guidepoint’s Legal team plays an important and global role across all our offices. The team provides their expertise, advise, recommendation and support to multiple parts of the business to ensure a seamless and efficient process. We are currently seeking a Contracts Specialist to serve as the main point of contact between the legal team and internal/external stakeholders regarding all contract management, including drafting, reviewing, and negotiation. This role will report to our Associate General Counsel. What You'll Do: Drafting, reviewing and negotiating all types of contracts, including client and vendor agreements, non-disclosure agreements, contract amendments and renewals, Statements of Work, data processing agreements, SaaS agreements, etc., for global stakeholders in various company locations Responsible for managing Contracts Queue and coordination of all aspects of contract management Serve as primary contact between the legal department and internal and external stakeholders seeking contract review and revision, copies, questions, status updates etc. Review, respond and manage contracts-related questions within the Contracts inbox Manage Contract Template library and other knowledge management functions Ensure compliance with contract approval policies and procedures Liaise with Legal, Compliance, and Sales teams on contracts as needed Special projects on an as-needed basis What You Have: Bachelor’s Degree, with at least 3 years' experience working with contracts Law Degree is a big plus, but is not required Contract management experience, preferably in-house Experience reviewing, editing, interpreting and negotiating legal agreements Experience reviewing and negotiating corporate master services agreements Strong organizational and communications skills, ability to set priorities, handle multiple tasks and projects, track and follow up on projects Excellent interpersonal skills and ability to work collaboratively in