4d
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Manager - Client
Oakland, California, United States
$59k-$95k/yr OnsiteFull Time
4+ YOE3+ Mgmt4+ years client service and banking experience, 3+ years supervisory experience, strong knowledge of bank products, policies, audit and regulatory compliance, leadership, sales and client relationship skills.
8h
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
5+ YOE5+ years financial planning experience with high-net-worth clients; expertise in estate and tax planning; proficiency with Money Guide Pro and eMoney; strong communication, ethics, and client relationship skills.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM systems
3w
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Client Partner
Santa Monica or Los Angeles or Chicago or San Francisco or New York City
$91k-$161k/yr OnsiteFull Time
5+ YOE5+ years marketing/brand advertising/media sales or online advertising experience; bachelor’s degree preferred; ability to engage C-level clients, present, travel as needed, and manage client relationships and campaigns.
4h
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Client Executive
Walnut Creek, California, United States
$87k-$170k/yr HybridFull Time
5+ YOEBachelor's +5 years client service/claims experience or HS/GED +10 years; appropriate licensing as required; up to 25% travel; proficiency with Microsoft Office; strong written and verbal communication; client relationship management; P&C and financial acumen preferred.
Microsoft Office
3d
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Client Manager
San Francisco or Sacramento
$90k-$115k/yr OnsiteFull Time
3+ YOE3+ years insurance experience with employee benefits expertise, strong communication, project planning, client relationship, data analysis, and technology aptitude.
5d
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Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
6d
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Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
1+ YOE1-3 years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
1w
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Sr. Client Manager
New York City or Lafayette or Chicago
$70k-$100k/yr HybridFull Time
3+ YOE3+ years in client success, client management, HR tech, recruitment marketing or related; enterprise client management, analytics interpretation, recruitment marketing and HR technology knowledge, strong communication and presentation skills.
Google Ads, Meta Ads Manager, Looker, Tableau, Power BI, APIs
5d
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Client service experience preferred, BA/BS degree, Series 7 & 66 strongly preferred or willing to obtain; strong communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
3w
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Client Partner
Los Angeles or Chicago or San Francisco or New York City or Santa Monica
$91k-$161k/yr OnsiteFull Time
5+ YOE5+ years in marketing/brand advertising/media sales or online advertising; bachelor’s degree preferred; strong presentation, communication, and client relationship skills; ability to travel as needed.
2w
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Client Coordinator
San Francisco, California, United States
$80k-$95k/yr OnsiteFull Time
1+ YOEProficiency with Adobe InDesign/Photoshop, email marketing platforms, Microsoft Office; 1+ years in commercial real estate or professional services; strong communication, organization, and client-service skills.
Adobe InDesign, Adobe Photoshop, Constant Contact, MailChimp, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Smartsheet, CRM
3w
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Client Manager
Seattle or San Francisco or United States
$54-$56/hr HybridFull Time
5+ YOE5+ years account management experience in benefits consulting or brokerage, California Life & Health license required, bachelor’s degree preferred, proficiency with Microsoft Office, strong client service, negotiation, and analytical skills.
Microsoft Office, Microsoft Excel, Microsoft Word
1mo
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Client Partner
San Francisco or Los Angeles County or California or Arizona or United States
RemoteFull Time
5+ YOE5+ Mgmt5+ years experience in account management, P&L and sales; strong leadership, communication, negotiation, and client relationship skills; strategic technology and industry knowledge; willingness to travel up to 25%; Bachelor’s degree required (MBA preferred).
19h
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
5+ YOE5+ years financial planning experience with high-net-worth clients; proficiency with Money Guide Pro and eMoney; Series 65 or relevant designation (CPA/CFP/CFA); strong communication and Excel skills; bachelor’s degree and advanced degree preferred.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Principal Client Exec
San Francisco, California, United States
$100k-$125k/yr HybridFull Time
13+ YOE13+ years sales experience; client-facing, in-person sales; bachelor's degree preferred; willing to travel for events and meetings.
1w
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Client Associate (Hybrid position)
San Francisco, California, United States
$90k-$105k/yr HybridFull Time
Client-focused, detail-oriented candidate with undergraduate degree or equivalent, strong communication, Microsoft Office proficiency, client service and operational skills, ability to multitask and travel as required.
Microsoft Office
2w
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Client Partner, Hitech
San Ramon, California, United States
HybridFull Time
Proven track record driving growth with large hi‑tech clients, executive relationship management, P&L ownership, global delivery experience, strong communication and business/technology acumen.
6d
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Registered Client Associate
San Francisco, California, United States
$31-$46/hr OnsiteFull Time
1+ YOEFINRA Series 7 and 63 (or equivalents) required, 1+ year brokerage/client support experience, customer service and administrative skills, Microsoft Office proficiency, strong communication and prioritization skills.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint
1mo
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Private Client Advisor
San Francisco, California, United States
$53k-$98k/yr HybridFull Time
2+ YOE2+ years personal lines experience with High Net Worth clientele, P&C license required, client service and relationship skills, ability to travel for meetings; bachelor’s degree and professional designations preferred.
2w
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Client Service Representative
Hercules, California, United States
$20-$25/hr OnsiteFull Time
Providing client communication, appointment scheduling, check-in/out, payment processing, and clear client education; prior veterinary experience preferred; strong customer service and communication skills.
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