2,589 client experience jobs at 928 companies in Napa, CA

3d
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Remote Client Experience Consultant (Independent)
American Canyon, California, United States
RemoteContract
Travel With Lani
Travel With Lani: Independent travel agency providing personalized vacation and cruise planning.
Provide remote client consultations, research and design customized itineraries, coordinate reservations, maintain records, and support clients; strong communication, organization, and basic computer skills required; onboarding provided.
1mo
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CLIENT EXPERIENCE MANAGER - REMOTE (Dallas, TX, US, 75201)
Dallas or Washington or Maryland or Florida or Los Angeles or San Francisco or New York City
$75k-$80k/yr OnsiteFull Time
Compass Group
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
3+ YOEBachelor's degree, 3+ years experience, strong client communication and negotiation, ability to prepare and present complex business reviews, analytical judgment, problem solving, and Microsoft Word/Excel skills.
Microsoft Word, Microsoft Excel
2mo
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Senior Client Service Manager, Client Experience
Palo Alto or New York or San Francisco or San Diego or Century City or Los Angeles or Boulder or Seattle or Salt Lake City or Washington, D.C. or Boston or Austin
$163k-$221k/yr OnsiteFull Time
Wilson Sonsini
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
7+ YOE7+ years in client experience or professional services; leadership of CX programs; bachelor’s degree; JD/MBA/PMP preferred; strong data analysis and CRM skills.
CRM, Data analysis tools
3w
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Client Experience Associate SAFE Act - AVP - San Francisco, CA
San Francisco, California, United States
$99k-$148k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5-8 years relevant experience; FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) required or to be obtained within 150 days; bachelor’s degree or equivalent preferred; strong analytical and communication skills.
1w
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Manager - Client
Oakland, California, United States
$59k-$95k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
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.
1w
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
1mo
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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
Snap
SnapNYSE: SNAP: Develops social media applications and augmented reality technology.
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.
1w
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Client Associate
San Francisco, California, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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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Client Associate
San Francisco, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
3w
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1-3 years client service experience (finance preferred), bachelor's degree preferred, strong communication, detail orientation, and proficiency with Microsoft Office.
Microsoft Office
1w
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
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
1w
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Client Executive
Walnut Creek, California, United States
$87k-$170k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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
1w
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Client Associate
San Francisco, California, United States
$75k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
0+ YOE0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong Microsoft Excel and PowerPoint skills; experience with Concur and eMoney a plus.
Concur, Microsoft Excel, Microsoft PowerPoint, eMoney
1w
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Client Manager
San Francisco or Sacramento
$90k-$115k/yr OnsiteFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
3+ YOE3+ years insurance experience with employee benefits expertise, strong communication, project planning, client relationship, data analysis, and technology aptitude.
3w
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Client Coordinator
San Francisco, California, United States
$80k-$95k/yr OnsiteFull Time
Cresa
Cresa: Commercial real estate services firm representing corporate occupiers exclusively.
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
1w
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Client Manager
San Francisco, California, United States
$70k-$75k/yr OnsiteTemporary
Allied Universal
Allied Universal: Global provider of physical security and facility management services.
2+ YOE2+ MgmtExperience managing hourly/front-line staff, proficiency with Microsoft Office and BI tools, ability to maintain client relationships and financial/account health; valid driver’s license if driving for business.
Microsoft Office, Business Intelligence (BI)
2mo
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Client Consultant
San Francisco, California, United States
$100k-$181k/yr HybridFull Time
Hinge Health
Hinge HealthNYSE: HNGE: Digital provider of musculoskeletal care and physical therapy
5+ YOE5+ years in Account Management/Client Success/Sales, experience with MSK or digital health, proven retention/expansion results, strong communication and analytical skills, Bachelor's degree or equivalent; Gainsight proficiency preferred.
Gainsight
1mo
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Client Manager
Seattle or San Francisco or United States
$54-$56/hr HybridFull Time
EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants: Provides insurance brokerage and risk management consulting services.
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
4d
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
3+ YOEBachelor's degree, advanced degree preferred; 3+ years financial planning experience with high-net-worth clients; proficiency with Money Guide Pro and eMoney; strong communication, estate/tax planning knowledge; CFP preferred.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Partner
San Francisco or Los Angeles County or California or Arizona or United States
RemoteFull Time
EPAM Systems
EPAM SystemsNYSE: EPAM: Provides global digital platform engineering and software development services.
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).