Exclusive Client Jobs in Usa

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

ABOUT HUB'S RISK SERVICES DIVISION

HUB's Risk Services Division is a team of certified risk management professionals with deep expertise across diverse industries and disciplines. Operating throughout the USA and Canada, we deliver proven solutions that help clients identify, quantify, and mitigate risk—protecting what matters most: their people, property, and profitability.

THE OPPORTUNITY

Join HUB's Risk Services Division as a National VP, Private Client Risk Consultant . This consultative role combines strategic thinking with hands-on client advisory designing and delivering best-in-class risk management services for individuals, estates, and family offices.

You will be the primary risk management resource for our most sophisticated clients, developing personal risk strategies that protect assets, strengthen resilience, and improve readiness for disruptive events. This position requires practitioner-level experience across key risk domains and the ability to build scalable support programs that connect clients to world-class expertise within HUB and our trusted external specialist network.

WHAT YOU'LL DO

Client Advisory & Personal Risk Strategy

• Serve as the trusted risk advisor and primary point of contact for complex HNW and family office clients
• Develop comprehensive Personal Risk Strategies covering homes, automobiles, valuables, collections, umbrellas, specialty assets, and lifestyle exposures
• Conduct consultative risk assessments to identify coverage gaps, exposure trends, and opportunities for enhanced protection
• Advise clients on coverage limits, deductibles, risk transfer options, and proactive mitigation strategies
• Provide ongoing guidance during life events (home purchase/renovation, collectible acquisitions, family changes)
• Identify and communicate everyday exposures to risk, ensuring clients maintain proper protection as circumstances evolve
• Collaborate with clients' external advisors (attorneys, wealth managers, family office teams) to deliver integrated solutions

Relationship Management & Business Development

• Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients
• Partner with Producers, Account Managers, and Team Leads on new business development and retention initiatives
• Participate in client reviews, strategic account planning, and new business presentations
• Support proposal responses and RFPs for consulting opportunities with existing and prospective clients
• Drive client acquisition through referrals and exceptional service delivery

Risk Assessment & Strategy Development

• Design tailored risk management and loss control strategies aligned with client objectives
• Conduct comprehensive program assessments identifying loss prevention and risk mitigation opportunities
• Develop evaluation frameworks, risk management deliverables, and issue identification protocols
• Advise clients on best practices for comprehensive risk mitigation across their entire portfolio
• Create strategies to build resilience, improve insurability, and enhance overall risk performance

Emergency Planning & Preparedness

• Develop family-specific and region-specific emergency response, catastrophe, and evacuation plans
• Collaborate with Fine Arts Practice on extraction protocols (floor plans, utility shut-offs, access routes, vendor pre-arrangements including transit, movers, conservators, risk mitigation firms, security)
• Work with Yacht Practice on marine emergency and evacuation planning
• Build crisis readiness programs for high-value residences and assets

Training, Education & Thought Leadership

• Develop site-specific training plans with clients and carrier partners
• Create and deliver national and regional educational webinars supporting marketing efforts
• Maintain expert-level knowledge of risk management tools, technology, emerging trends, and industry developments
• Provide subject matter expertise content and collateral to sales teams, service teams, and risk consultants
• Support media interviews and speaking opportunities at industry events

Compliance & Carrier Relations

• Review and analyze carrier risk management and loss control requirements
• Assist clients with compliance planning and implementation
• Develop and manage strategic relationships with insurance carrier and vendor partners

Dashboard & Tracking

• Develop tracking dashboards to monitor client assistance, producer engagement, and service delivery metrics
• Measure and report on consulting impact, client satisfaction, and program effectiveness

Communication & Collaboration

• Coordinate seamless client discussions and internal team meetings ensuring outstanding communication
• Work collaboratively with consultants and client teams (risk managers, legal counsel, etc.) to exceed client expectations
• Proactively communicate with stakeholders, address concerns, and set clear expectations
• Contribute to strategic account reviews and continuous growth planning for our consulting practice

Additional Responsibilities

• Lead risk management initiatives using accepted project management and consulting best practices
• Contribute to internal crisis management team activities
• Support special projects as assigned

WHAT YOU BRING

Required Experience & Education

• Minimum 10 years of progressive consulting experience as a risk/loss control professional in insurance brokerage or carrier environments
• Demonstrated consulting proficiency with proven ability to collaborate with internal teams and external partners
• Deep understanding of personal lines coverages and risk analysis
• Strong client-facing presence with consultative mindset
• University degree required, Master's degree in relevant field preferred

Professional Development

• Completion of (or active progression toward) professional risk management designations such as CRM, ARM, CPRIA, CPCU, or CAPI highly desirable
• Commitment to ongoing professional development and industry knowledge

Skills & Competencies

• Exceptional analytical and problem-solving capabilities
• Strong project management skills with ability to manage multiple complex engagements
• Excellent written and verbal communication skills in English
• High attention to detail and accuracy
• Ability to work under pressure and consistently meet deadlines
• Proficient with Microsoft Office suite
• Highly self-motivated with demonstrated ability to work independently with limited supervision
• Varied industry experience across multiple sectors desirable

Travel & Work Requirements

• Ability to travel across the HUB footprint in the US and Canada (up to 30% of work schedule)
• Flexibility to work beyond normally scheduled workweek as necessary

WHAT WE OFFER

HUB offers a competitive compensation and benefits package commensurate with the candidate's experience and abilities, including:

• Comprehensive health and wellness benefits
• Professional development and continuing education support
• Career advancement opportunities within a top-5 global broker
• Collaborative, high-performance culture
• Access to cutting-edge risk management tools and resources

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $140,000 to $200,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

The Client Support Specialist is a client facing position. The Specialist I operates as a member of a team to implement, configure, and maintain client data ingress, surveying and reporting throughout the lifecycle of the client's partnership with Press Ganey. With knowledge in PG applications and business procedures, they are responsible for gathering client specific requirements to configure platforms for surveying.

The Client Support Specialist should feel comfortable explaining complex topics and conceptualizing how various solutions work in a variety of use cases. The right candidate for this role will have an analytical approach and be able to match solutions for unique client business needs. This role requires a client centric focus to deliver prompt issue resolution, meet implementation timelines, target dates and internal service level agreements.

• Work within the Client Support team to address client data, surveying, and reporting requests
• Facilitate the integration of business owner needs, and translate operational needs and workflow into system specifications and configuration requirements
• Capture client requirements to appropriately configure products to meet client needs
• Offer clients best practice workflow design and associated application configurations
• Use tools to configure, test and validate all patient experience products
• Responsible for client support throughout the implementation or on-going support cycle
• Prioritize workload and manage timelines to meet client target dates for projects and implementations
• Serve as first level support to triage, troubleshoot and find the right expert to quickly resolve client requests
• Troubleshoot and resolve any issues while appropriately escalating to next level support or manager as needed

• 1-2 years of relevant experience in information technology, health care, client facing project management or operations role
• Experience working at or working with health systems
• Excellent written and verbal communication skills are required
• Excellent analytical, organization and problem-solving skills
• Strong attention to detail
• Proficiency with Microsoft Office (Excel, Word, Outlook, etc.)
• Ability to handle stressful situations

• A bachelor's degree in economics, computer science, or a related field is required.

Could require work beyond regular business hours.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $50,000 to $54,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Company Description

PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
• Better together:We check our egos at the door. We work together, so we win together.

TheClientImplementation Manager will serve as the primary point of contact for clients and will coordinate all activities throughout the client's onboarding experience. Following a post-sales handoff, the ImplementationManagerwill own the implementation process throughthe go-livephase and handoff to theDeliveryTeams. ImplementationManager'sservean important rolefor setting clients up for success by partnering with key stakeholders tofacilitatefull alignment on project expectations including product needs, timelines, and implementation strategy. The high-level goal of the role is to instill client confidence and trust from day one through clear communication of product needs and timelines, and by keeping all parties (internal and external) accountable to deadlines to ensure a successful implementation.

Implementationsare highlycustomand involve large data sets, which require theClientImplementationManagerto act as a liaison between the various teams, both internalas well asexternal. The right candidate for this role will embody entrepreneurial thinking, take an analytical and strategic approach to eachclientengagement and the role itself, and will be a master of using good judgment and thinking on their feet.TheImplementationManagershould feel confident and comfortable explaining and conceptualizing how our various solutions work with a variety of unique client business needs. The role also requires an expert level of understanding in how hospitals and health systems function, the roles, and motivations of different parties within such clients and will learn how to navigate these complex organizations to ensure maximum alignment and client satisfaction.

Duties and Responsibilities

• Provides day to day oversight of the clientimplementation including understanding the clients' goals and use cases,recommend, andguideproduct configuration,helpset expectations, andestablishpriorities.

• Forms strong relationships with clients by serving as the primary point of contact for implementation,understandingand communicating client feedback internally.

• Partners with Delivery Team to ensure completion of product configuration,manage timeline for deliverablesand to setup clients for success.

• Collaborate between multiple departments and teams to reconcile competing priorities to maximize overall client satisfaction and project success.

• Brings in appropriatePGForstaexperts and creates seamlesshandoffto other departmentsand post implementation support.

• Identifyand escalate challenges and risks associated with implementation and client satisfaction to supervisor and other senior team members before problems become critical.

• Provides product overview and connectsclientwith training and education opportunities.

Qualifications

• Minimum 5years'of relevant experience in a client-facing project management, consulting, or operations role; ideally in a healthcare related field.

• Excellent interpersonal,communications, listening, and presentation skills.

• Solid working knowledge of improvementmethodology, best practices, and data analytics

• Proventrack recordof successfully delivering complex projects andattaininghigh client satisfaction.

• Ability to work in a fast-paced environment while prioritizing competing client needs.

• Obsession with customer experience including follow-up and problem resolution.

Education

Bachelor's degree and5years minimum ofprior relevant experiencein a client-facing project management, consulting, or operations role; ideally in a healthcare related field.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At PG Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $85,000to $105,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

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  Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
  
  
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  Ensure seamless client onboarding and ongoing service delivery across the advisory business.
  
  
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  Monitor and enhance the client experience by identifying service gaps and implementing improvements.
  
  
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  Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
  
  
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  Promote a client-first mindset throughout the team.
  
  

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  Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
  
  
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  Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
  
  
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  Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
  
  

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  Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
  
  

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  Develop and deliver training programs for new and existing client service associates.
  
  
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  Ensure team members are proficient in systems such as Schwab and Salesforce.
  
  
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  Ensure compliance with internal procedures and regulatory standards.
  
  

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• Bachelor's degree in finance, business administration, or a related field.
  
  
• Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
  
  
• Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
  
  

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• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PTO & 11 1/2 Paid Holidays
  
  

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: Boca Raton, FL, hybrid in office 3 days a week

JOB OVERVIEW:

The Employee Benefits Sr. Client Manager (SCM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and to service the account. Responsibilities include preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.

WHAT YOU’LL DO:

Service
• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact
• Work with clients, producers and other team members to implement a comprehensive customer service plan
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
• Complete cobra paperwork on behalf of the client, both at renewal and for new group set up
• Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
• Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources
• Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive
• Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department
• Resolve enrollment and eligibility issues
• Research and resolve client billing issues
• Maintain open and continuing communication with the assigned Client Executive on all client issues and events
• Coordinate and participate in consistent training/mentoring events with the Client Executive
• Coordinate meetings and updates as needed

Personal and Organizational Development
• Work with CE to set priorities and manage workflow to ensure goals are met;
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records
• Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
• Project a professional image in action and appearance.

WHAT YOU’LL BRING:

• Full knowledge of Employee Benefits lines of coverage and services
  • Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
  • Strong attention to detail and time management abilities
  • Strong ability to multi-task and assign priorities
  • Ability to work effectively and efficiently in a team environment as well as independently without direct supervision
  • Strong interpersonal communication skills; both written and oral
  • Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
• High school diploma required; some college preferred
  • Prefer five or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
• Life and Health License; or willing to obtain within 60 days of hire date;
  • Valid Driver License

COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:  

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at:  

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

The Client Experience Director is a senior, client-centric leader with a strong background in media, marketing and integrated communications. This role is responsible for owning senior client relationships, guiding strategic conversations, and ensuring seamless delivery of complex, multi-channel media and cultural campaigns for Dr. Martens.

The role partners closely with Arena UK leadership and cross-functional teams across planning, investment, analytics, and activation. A strong understanding of media disciplines is essential, alongside exceptional communication, organisational and leadership skills.

This position requires someone who can operate confidently at a global level, connect the dots across markets TAKING Global strategy through to local nuance, and proactively identify opportunities for growth, innovation and added value for both client and agency.

We are looking for someone with:

• Extensive experience in client leadership, account management or client experience roles within media or integrated agencies.

• Strong understanding of media planning, investment, analytics and activation across AV, digital, social, OOH and partnerships.

• Proven ability to manage senior client relationships and complex, multi-market accounts.

• Exceptional communication, organisational and problem-solving skills.

• A strategic, culturally curious mindset with a passion for brands, creativity and innovation.

• Experience working across global or regional client structures is highly advantageous.

Job Description

The position requires someone who is passionate and wants to be at the heart of culture. We need an enthusiastic and pro-active candidate who ideally has previous retail experience, as they will be overseeing Dr Martens across the US and Canada. The role will be working across all media channels, including AV, Social, OOH and media partnerships. Familiarity with insight tools and media planning tools would also be beneficial. There is also a big focus on Search and Affiliates and we are looking for a candidate with experience across these two disciplines, who is as confident having conversations around brand campaign launches, as they are with performance planning. In practice this looks like having a strong working knowledge of the channels and landscape, key developments and being able to confidently and competently liaise with clients and activation specialists.

Due to the nature of our agency and business, the candidate must have brilliant inter-personal skills and be able to multi-task to an exceptional level, with excellent organisational skills. Due to the nature of the role, sitting with the Havas US team, but working into the Arena UK team you will be able to operate autonomously, whilst being connective and collaborative and a team-player. For this specific role you will work with a US based strategist and the wider team of 10 in the UK and always be cognisant of the high level of service to our clients that is expected. The candidate should also be a creative thinker – someone who is willing to put forward smart, innovative and creative ideas to help address our client’s challenges and able to work in partnership with the UK based team to seemingly bring localised excellence to life. Experience working asynchronously, being able to self-start and working with international/ hybrid teams will be beneficial.

Day to day responsibilities

Client Leadership & Strategy

Serve as a senior, trusted client partner for Dr. Martens, building and maintaining strong relationships based on expertise, confidence and credibility.

• Act as the primary client experience lead in New York, while aligning closely with Arena UK and global stakeholders.

• Understand client business objectives deeply and provide strategic guidance that aligns media and cultural activity to brand and commercial goals.

• Demonstrate strong pattern recognition and strategic connectivity, proactively identifying opportunities, risks and solutions across markets and disciplines.

• Stay close to cultural, category and industry headlines, ensuring relevant POVs, insights and competitive intelligence are shared with clients.

Cross Functional Leadership & Delivery

• Ensure internal teams are aligned on client priorities, scopes and expectations, adjusting support and resources as required.

• Lead and oversee the delivery of high-volume, complex media and media technology projects across multiple channels and markets.

• Facilitate seamless integration between Media, Creative, Culture, and specialist teams across the Havas Village.

• Champion best-in-class processes while maintaining flexibility in a fast-paced, dynamic environment.

• Act as a bridge between Arena UK, US teams, and partner agencies to ensure consistency and quality of output.

Operational Excellence

• Own and oversee timelines, SLAs and scopes of work, ensuring projects are delivered on time and to the highest standard.

• Lead internal status meetings and contribute to senior-level client status reporting and presentations.

• Ensure quality control across all outputs, from planning through activation and reporting.

• Support the development and articulation of clear processes, documentation and ways of working across teams.

• Manage work relative to agreed scope and proactively flag opportunities for growth or risk mitigation.

Team & Agency Leadership

• Foster strong collaboration, knowledge sharing and communication across teams and geographies.

• Provide leadership, guidance and mentorship to account and client experience team members.

• Be a team-player who encourages a culture of curiosity, creativity and proactivity—particularly around culture, entertainment and innovation.

• Represent Arena and Havas at relevant industry, cultural and client events.

• Opportunities for travel to Portland, LA and London.

155K

Giesecke+Devrient is a growing, German international security technology company operating in the fields of digital security, financial platforms, and currency technology. G+D ePayments manages and secures billions of digital identities throughout their entire life cycle. Our products and solutions are used by commercial banks, mobile network operators, car and mobile device manufacturers, business enterprises, transit authorities and health insurances and their client’s every day to secure payment, communication and device-to-device interaction. G+D ePayments is a technology leader in its markets and holds a strong competitive position.

JOB SUMMARY

The Client Success Manager I (CSM I) is responsible for providing the highest level of quality service, and ensuring for excellent internal and external communication to support our Client’s day to day requirements and specifications. The CSM I seeks to understand the client needs and suggests the appropriate solutions, products, and services to best meet those needs in collaboration with Sales. The CSM I is responsible for successful execution of client projects and serves as the direct daily liaison between the client and internal stakeholders.

The CSM I responsibilities also include processing orders; inventory management; coordinating with Other CSMs, production, scheduling and logistics teams; and invoicing. This position requires direct interface with internal stakeholders in a variety of departments, collaborating to ensure for a timely, accurate, and excellent client delivery experience. A high level of responsiveness, attention to detail, and service is required for all duties.

• Manage the end-to-end process of the order lifecycle (PO data entry, confirmation, changes, tracking, and invoicing via ERP system).
• Link Client Services/Sales with Operations for daily order processing and updates.
• Coordinate across Production, Scheduling, Procurement, Quality, and Shipping teams for accurate and on-time fulfillment.
• Maintain and update WIP/dashboards; share timely updates with respective teams.
• Follow SOPs, maintain data accuracy and quality standards.
• Support Client Service management on client visits, audits, press checks.
• Investigate and quickly resolve quality issues with Production/Quality teams.
• Provide team backup; train on SAP and other tools.

Qualifications:

• Bachelor’s degree in Business Administration or related field required.
• Minimum 5 years of experience in a similar or related client-facing role.
• Order management experience in a Manufacturing, Printing, Financial, or related environment.
• Advanced working knowledge of end-to-end client order processes across varying client types.
• Strong organization, planning, and multitasking skills with high attention to detail.
• Excellent written and verbal communication skills; professional and client-oriented demeanor.
• Self-motivated, proactive and team-oriented, with a proactive and collaborative approach to meeting client expectations and deadlines.
• ERP experience required with respect to order processing, inventory management, status monitoring and receiving; SAP strongly preferred.
• Proficient in Microsoft Office (Word, Excel, Outlook, Teams); experience in digital file navigation and document handling.
• Experience in the card, payment or printing industries strongly preferred.

The above job description is meant to describe the general nature and level of work being performed. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

BENEFITS INCLUDE

Medical (PPO and HDHP with HSA), dental, Vision, PTO, paid holidays, 401k with employer match, short/long term disability, life insurance, healthcare and dependent care flexible spending, EAP, commuter benefits, education assistance and more.

Our client is a well-established, global FinTech company that supports the financial services industry in the digital transformation of their incentive and retention award plan administration processes. Their clients include some of the most prominent banks, asset managers, wealth managers, insurance companies and private capital firms in the world. They employ over 90 professionals in offices throughout the U.S. and Europe in an entrepreneurial culture that places significant value on employees. The company is proud that nearly a quarter of their employees have been with them for over ten years, and that many of their leaders have been promoted through the organization. Despite having already achieved a sizeable market share, the company is poised to capitalize on tremendous growth opportunities that exist in the current U.S. and European target markets and in untapped markets throughout Asia and the Middle East.

The Role: Executive Services Associate / Team Support

The Executive Services Associate is a great client service role to accelerate or start your career and give you valuable training and exposure to all departments with direct contact to clients. S/he will closely support the Executive Services team by liaising with executives regarding reporting, data and analytics, communicating regarding clients’ online investment and compensation plan accounts, facilitating the set-up and execution of related events and communications.

Ongoing responsibilities will include:

• Communicate with Financial Services executives via phone and email regarding online client requests
• Act as Team Support to help at the front desk in answering calls, assisting with administrative tasks, booking meetings and travel, maintaining and restocking office kitchen, and other special projects as needed.
• Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
• Special projects or any other requests by the Executive Services Manager.
• Facilitate the set-up and execution of plan related events including, but not limited to: event creation within the Company system, document generation and posting, collection of electronic signatures and elections and communication management.
• Coordinate with internal teams to process market events and corporate actions for both domestic and international securities.
• Compile and deliver executive and plan related data analytics to clients.
• Provide feedback about business processes to promote a high level of efficiency.
• Work with clients’ HR and Recruiting departments to assess and perform valuations of deferred compensation awards held by potential hires/new hires.
• Communicate with clients’ HR, Recruiting and Legal departments to resolve general inquiries relating to client request
• Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
• Compile and deliver executive, plan and award related data analytics to clients.
• Analyze business inefficiencies and assist with process (re)engineering.

Compensation and Professional Development

The chosen candidate will earn a competitive base salary, be eligible for a discretionary performance bonus and will participate in a generous benefits package. Given the company’s history of promoting from within, it is anticipated that the successful candidate will have numerous opportunities for growth within functional areas throughout the organization. Further, success in this role will broaden the candidate’s credentials within the marketplace while vastly expanding their professional network within the financial services industry.

Candidate Profile & Qualifications

Ideal candidates will have an aptitude to learn, will enjoy problem solving and will possess outstanding organization skills. Candidates should be creative, outside-the-box thinkers who thrive in a client-focused setting. Previous client service is a plus. In addition, candidates should have a genuine interest in pursuing a long-term career in the FinTech sector.