2,949 client experience jobs at 1,024 companies in Rio Vista, CA
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Preqin Client Experience, Associate
San Francisco or New York City
$100k-$132k/yrHybridFull Time
BlackRockNYSE: BLK: Provides investment management and financial technology services globally.
3+ YOERequires 3+ years in client success, client experience, or client-facing finance, SaaS, or technology roles, with relationship-building, initiative, collaboration, and solutions-oriented skills.
San Francisco SPCA: Provides veterinary medicine, animal sheltering, and adoption services.
High school diploma/GED required; 2 years college or related experience preferred. Requires customer service, conflict resolution, software proficiency, organization, communication, and ability to lift 50 pounds.
ImporMed Infinity, Microsoft Office, Microsoft Excel, Microsoft Word
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.
Omnicom GroupNYSE: OMC: Global holding providing marketing and communication services.
4+ YOE4-6 years experience in technology sector, bachelor's degree in communications/journalism or related, strong media relations, strategic communications, AI/enterprise tech knowledge, excellent oral/written skills.
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.
Client Experience Associate SAFE Act - AVP - San Francisco, CA
San Francisco, California, United States
$99k-$148k/yrHybridFull Time
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5+ years financial services experience; strong analytical, interpersonal and communication skills; ability to manage multiple deadlines; must obtain FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) within 150 days.
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: 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.
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.
Phoenix or Los Angeles or Sacramento or Bakersfield or California or Nevada or Washington or Oregon
$172k-$222k/yrFieldFull Time
SodexoEuronext Paris: SW: Global provider of integrated food and facilities management services.
10+ YOE10+ MgmtBachelor's degree or equivalent experience, plus 10 years of management and related experience. Requires strategic leadership, financial acumen, client partnership, talent development, and data-driven decision-making.
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.
Casap: Builds an AI-native disputes automation and fraud prevention platform for financial institutions.
Experience owning client support, investigating issues and logs, producing high-signal handoffs to engineering, delivering client training, strong written communication, and structured problem-solving in an early-stage environment.
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.