45 client facing associate jobs at 34 companies in Petaluma, 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.
Phil: Streamlines prescription access and management for patients and pharmacies.
3+ YOEBachelor's degree or equivalent experience; 3–7 years in client-facing, consulting, analytics, business strategy, or startup operations, ideally in healthcare, life sciences, or pharmaceuticals; strong analytical and communication skills.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years business relationship support or equivalent; banking/client-facing operations experience; experience with client onboarding, KYC, treasury or credit processes; strong communication and problem-solving; advanced Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
CitiNYSE: C: Global diversified financial services holding.
2+ YOERequires 2–5 years of relevant experience, client-facing operations or compliance experience, investment and banking product knowledge, strong analytical and communication skills, and Series 7/63 or 7/66 licenses.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to Financial Advisors; requires Series 7 and Series 66 (or Series 63 and 65), strong Microsoft Office skills, and client-facing experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft MSOnline, eSign, eAuthorization, Zoom
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOERequires 2–5 years of relevant experience, a bachelor's degree or equivalent, Series 7/63 or 7/66 licenses, client-facing experience, investment and banking knowledge, analytical ability, and strong communication skills.
CitiNYSE: C: A global financial services providing banking and credit services.
Requires 2–5 years of relevant experience, a bachelor's degree or equivalent, Series 7/63 or 7/66 licenses, client-facing experience, investment and banking knowledge, and strong analytical, organizational, and communication skills.
Client Coordinator - Integrative Mental Health Practice
San Francisco, California, United States
$25-$27/hrHybridPart Time
The Connective: Integrated mental health and holistic wellness therapy for all ages.
2+ YOEAssociate degree,2+ years client-facing experience,exceptional communication,organizational skills,ability to match clients to clinicians and manage intake,HIPAA confidentiality.
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
Fox Rothschild: National law firm providing comprehensive legal services.
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
Thermo Fisher ScientificNYSE: TMO: Sells equipment and chemicals for scientific research and healthcare.
1+ YOEHigh school diploma required; 1–2 years of project management, coordination, lab, or equivalent customer-facing experience. Requires communication, multitasking, problem-solving, MS Office proficiency, and on-site availability.
Microsoft Office Suite, Salesforce, Smartsheet, Jira, TrackWise
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; inventory, merchandising, client service; able to lift up to 50 lbs; available nights, weekends, and holidays.
New York City or San Francisco or Los Angeles or United Kingdom or Ireland or Poland or Germany or Australia or United States or North America or Europe
$80k-$125k/yrHybridFull Time
Whatnot: Social marketplace for buying and selling via live streams
Client-facing experience (up to 3 years) in a fast-paced environment, seller outreach/onboarding, partnership and growth execution, basic SQL/data skills, strong project management and communication.
Legora: AI workspace for legal document research and drafting.
1+ YOE1-3 years in consulting, customer success, account management or related; experience with enterprise client adoption, strong communication, project management, and data comfort; proactive and client-facing.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience; strong organization, communication, ability to lift 50 lb, punctuality, and availability for nights/weekends/holidays.
MKThink: A design firm focused on spatial intelligence and strategy.
3+ YOE3-5 years experience in architecture/planning/urban design with transition to strategic advisory; strong synthesis, spatial thinking, data fluency; capable of independent work and client-facing deliverables.
Microsoft Office, Adobe Suite, CAD, 3D Modeling, GIS
AKASA: Develops AI-powered automation software for healthcare revenue cycle management.
1+ YOEBachelor’s degree, 1+ year in sales, business development, or client-facing work, strong communication skills, adaptability, motivation, and interest in B2B SaaS sales.
Donahue Fitzgerald: Provides full-service legal counsel and litigation representation.
5+ YOE5+ years employment or trusts & estates experience, admitted to the California Bar, strong litigation and client-facing skills, 1,610 minimum billable hours, proficiency with Microsoft Office Suite and AI/legal tools.
Microsoft Office Suite, Co-Counsel, Co-Pilot, NetDocuments
Check: Provides embedded payroll infrastructure for software platforms.
2+ years client- or partner-facing experience, 1+ year at payroll/HR/fintech preferred; strong investigative instincts, excellent written communication, experience with ticketing systems (Zendesk preferred).