2,991 client experience jobs at 1,044 companies in Richmond, CA
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Client Experience Specialist II
Santa Clara, California, United States
$64k-$68k/yrOnsiteFull Time
One Workplace: Designs and furnishes integrated workspaces for corporate clients.
0.5+ YOEAssociate's degree or 6–12 months related experience; strong client service, communication, organization, attention to detail; familiarity with Hedberg and Steelcase Village preferred.
One Workplace: Provides integrated furniture, architectural, and technology workplace solutions.
1+ YOEAssist sales team with pre-sales tasks and client experience; coordinate pre-project activities; provide exceptional customer service; learn internal systems.
PersonalisNASDAQ: PSNL: Provides genomic sequencing and diagnostic testing for cancer management.
0+ YOE0-3 years patient/physician-facing experience, strong communication and organizational skills, familiarity with clinical workflows, and prior use of Salesforce/Service Cloud, LIMS, and G Suite preferred.
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.
Dallas or Washington or Maryland or Florida or Los Angeles or San Francisco or New York City
$75k-$80k/yrOnsiteFull Time
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.
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/yrOnsiteFull Time
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.
Client Experience Associate SAFE Act - AVP - San Francisco, CA
San Francisco, California, United States
$99k-$148k/yrHybridFull Time
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.
Plano or Jersey City or Palo Alto or Atlanta or Brooklyn or Tampa or Chicago
$105k-$170k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years program management or client solutions experience; strong analytics, governance, and cross-functional leadership; ability to drive pilots to scale and deliver executive-ready narratives.
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.
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
Santa Monica or Los Angeles or Chicago or San Francisco or New York City
$91k-$161k/yrOnsiteFull Time
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.
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.
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.
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
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.
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
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.
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
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.
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.