1w
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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.
1w
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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
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
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 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.
1w
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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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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
1w
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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
1mo
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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.
3w
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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
1w
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Client Manager
San Francisco, California, United States
$70k-$75k/yr OnsiteTemporary
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)
1mo
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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
2mo
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Client Consultant
San Francisco, California, United States
$100k-$181k/yr HybridFull Time
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 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).
1w
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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
2mo
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Client Service Coordinator
Santa Rosa, California, United States
$19-$25/hr OnsitePart Time
1+ YOECoordinate client and pet flow, promote services, educate clients, handle front desk tasks, manage appointments and payments.
Word, Excel, Access, Outlook
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.
3w
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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.
1mo
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Client Partner Director
Denver or Atlanta or Austin or Bentonville or Boston or Chicago or Cincinnati or Cleveland or Dallas or Houston or Jersey City or Minneapolis or Nashville or New York City or Los Angeles or San Francisco or Seattle or St. Louis or United States
$250k-$290k/yr HybridFull Time
8+ YOE8+ years in consultative, data-driven sales or client strategy; proven executive-level selling, multi-product deal negotiation, strong commercial/analytical skills, leadership/mentorship, US work authorization, ability to travel ~40%+.
Looker, Salesforce, Google Suite
1mo
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Client Operations Manager
San Francisco, California, United States
$110k/yr HybridFull Time
Experience managing client portfolios in food & beverage/hospitality, strong communication and operational skills, client retention and growth focus, ability to travel (including out of market and internationally), and autonomy in execution.
Crafty platform, Core, Tableau
1mo
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Client Success Manager
Phoenix or San Antonio or Columbus or Charlotte or Chicago or Denver or San Diego or Houston or Los Angeles or Seattle or Washington or Boston or San Francisco or New York City or San Jose or United States
$94k-$123k/yr RemoteFull Time
5+ YOE5+ years client success experience with Fortune 500 clients and healthcare/benefits expertise; strong executive communication, presentation, data analysis, and cross-functional collaboration; ability to travel up to 25%.
CRM
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