61 relationship associate jobs at 45 companies in Soquel, CA
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Senior Associate/Associate, RIA Relationship Management (West Coast)
Palo Alto, California, United States
$105k-$130k/yrHybridFull Time
Allocate: A platform building infrastructure to connect private markets with wealth advisory firms.
3+ YOE3+ years in financial services, wealth management, or asset management; strong Salesforce proficiency; analytical skills; client relationship experience; demonstrated use of AI tools; comfort with outreach and events.
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
Client Relationship Associate - Redwood Shores, CA
Redwood City, California, United States
$24-$35/hrOnsiteFull Time
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
1+ YOEProvide client service for account maintenance, onboarding, cash management, reporting; strong communication, organization, and problem-solving; 1-3 years in financial services preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
Wilson Sonsini Goodrich & Rosati: Global law firm providing legal services to technology companies.
3+ YOE3-6 years of relevant corporate experience; ability to run deals, manage client relationships, mentor junior associates, and advise companies from Seed through pre-IPO.
Silicon Valley Leadership Group: Advocates for policy solutions on behalf of Silicon Valley employers.
2+ YOEPreferred 2-3 years related experience; associate's or bachelor's degree or equivalent experience; strong project management, employer engagement, communication, and relationship-building skills; ability to travel regionally and attend occasional early/late meetings.
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
1+ YOE1-2+ years of relevant work or internship experience preferred; strong organizational, communication, and relationship-building skills; Bachelor's degree required.
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Customer-focused retail associate who can drive sales, build relationships, use store technology, and maintain store presentation; retail or customer service experience is a plus.
Janie and Jack: Designs and retails premium clothing and accessories for children.
Customer-facing sales role requiring strong communication, relationship building, availability for nights/weekends/holidays, flexibility for store tasks, and ability to meet sales goals.
Messner Reeves: Full-service national business law firm providing legal representation.
2+ YOEJ.D. and California license required; 2+ years' experience preferred; experience with discovery, depositions, strong research/writing, case management, client relationship skills, and meeting billable hours.
VinceNasdaq: VNCE: A contemporary luxury brand providing high-end apparel and accessories.
Drive sales and build customer relationships, operate POS and retail systems, use Microsoft Word/Excel and email, lift up to 35 lbs, strong communication and clienteling skills.
Bloom EnergyNYSE: BE: Manufactures solid oxide fuel cell systems for onsite power.
5+ YOE5+ years sales or energy experience; consultative selling; ability to build senior-level relationships; perform data analysis and ROI/TCO proposals; Salesforce compliance; able to travel as required.
Stanford University: A private research university providing higher education and research.
12+ YOE12+ MgmtBachelor's degree and 12 years relevant experience with management; demonstrated fundraising leadership, strategic planning, interpersonal and communication skills, and ability to manage complex donor and faculty relationships.
Valid driver's license and clean driving record, flexible hours including weekends, strong interpersonal and communication skills, consultative selling and relationship-building ability.
Boston or New York City or Chicago or Menlo Park or Manchester or London or Tokyo
OnsiteFull Time
Alumni Ventures: Provides individual investors access to diversified venture capital funds.
1+ year customer-facing experience, strong written and verbal communication, organization, multitasking, relationship management, ability to learn new systems, interest in investing/VC.
Premier Automotive Group: Operates a national network of franchised automotive dealerships and service centers.
Deliver consultative vehicle sales, build client relationships, work flexible hours including weekends, maintain a clean driving record and valid driver’s license, strong communication and self-starter attitude.
Catholic Funeral & Cemetery Services: Provides professional Catholic funeral, cremation, and cemetery services.
2+ YOE2–4 years performance-based sales experience, prospecting and lead generation, valid driver's license, strong communication and relationship-building skills, organized, self-motivated, and consultative sales experience.
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
2+ YOEHigh school diploma required (bachelor's preferred), 2 years sales/marketing experience, ability to manage accounts and use Salesforce, consultative sales and relationship skills.
Marc Jacobs: Designs and sells luxury apparel, accessories, and fragrances.
1+ YOE1+ year retail or sales experience, strong customer service and communication, ability to generate sales and build client relationships, POS and Microsoft Office skills, flexible to work evenings, weekends and holidays.