Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relations Associate

Network Right

About This Job We’re looking for a Client Relations Associate who is passionate about client experience, proactive support, and relationship building. This role will focus on managing a portfolio of clients, ensuring they receive white‑glove service while driving satisfaction, retention, and long‑term value. You’ll be the face of our service delivery to your clients; connecting them to the right technical resources, keeping them informed, and advocating for their success. You’ll work closely with our Senior Client Relations Manager, who will support your onboarding and development. What You’ll Do Own the relationship with an assigned book of clients, serving as their main point of contact. Conduct regular check‑ins to maintain alignment and satisfaction. Proactively monitor service performance, ticket trends, and client engagement. Collaborate with our technical team to ensure smooth service delivery and issue resolution. Identify and surface upsell or growth opportunities to the Senior Client Relations Manager. Manage the renewal process and support contract updates. Assist in onboarding new clients and ensuring a smooth handoff to technical teams. Maintain accurate notes, updates, and tasks within our documentation systems. About You 2+ years of experience in Account Management, Client Success, or a client‑facing role (preferably in tech, MSP, SaaS, or IT services). College degree in communications, psychology, English, or related field preferred. Exceptional communication skills; clear, polished, and client‑friendly. Strong organizational habits and ability to manage multiple accounts at once. A proactive, solution‑oriented mindset. Experience with tools like JIRA/ticketing systems is a plus. Comfortable working independently in a fast‑paced environment. Benefits Health Benefits 100% covered health, dental and vision insurance for you, 50% for dependents Paid parental leave HSA/FSA eligibility Access to a variety of mental health programs Compensation, Rewards & Recognition 401(k) + 4% company matching Balance Flexible time off Learning & Development Flexible certification and learning stipends and reimbursements Culture Biannual company retreats Social events Wellbeing events and programs Extras Home internet and mobile reimbursement Monthly meal stipend Commuter benefits Onsite meals and snacks Dog‑friendly office Commitment to Diversity Network Right best serves our employees, as well as our clients, when we foster a diverse, equitable, and inclusive workplace. We value the perspectives of employees with different backgrounds and experiences. Network Right has dedicated itself to the principle that the quality of its work and the continued growth of its business are enhanced by implementing internal policies and practices aimed at ensuring that each individual has an equal opportunity to succeed regardless of their background and identity. #J-18808-Ljbffr Network Right

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Client Relations Associate in San Francisco, CA vacancy
  •  ...About This Job We’re looking for a Client Relations Associate who is passionate about client experience, proactive support, and relationship building. This role will focus on managing a portfolio of clients, ensuring they receive white‑glove service while driving satisfaction... 
    Suggested
    Contract work
    Work at office
    Flexible hours

    Network Right

    San Francisco, CA
    17 hours ago
  • A leading consultancy in technology is seeking a Client Relations Associate in San Francisco. You will manage client relationships, ensuring they receive top-tier service while driving satisfaction and retention. The ideal candidate has over two years of experience in... 
    Suggested
    Flexible hours

    Network Right LLC

    San Francisco, CA
    2 days ago
  • ODC is seeking enthusiastic and reliable applicants for the Client Relations Associate (CRA) role. This position reports to the Client Relations Manager and is located in the reception area of the ODC Commons and at the Theater entry when needed. Join our vibrant and collaborative... 
    Suggested

    Dancers Group

    San Francisco, CA
    1 day ago
  • Dancers Group is looking for a Client Relations Associate (CRA) to join our vibrant and collaborative team in San Francisco, California. This position involves creating a welcoming environment, registering clients, ensuring safety protocols, and multitasking to assist... 
    Suggested

    DANCERS GROUP

    San Francisco, CA
    a month ago
  • A leading technology services company is seeking a Client Relations Associate in San Francisco. This role involves managing client relationships and ensuring exceptional service delivery while maintaining client satisfaction and retention. Candidates should have over 2... 
    Suggested
    Flexible hours

    Network Right

    San Francisco, CA
    2 days ago
  •  ...Client Relations & Lifestyle Associate We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social and business environments. You'll interact closely with distinguished clients, helping... 

    Worthland

    San Francisco, CA
    4 days ago
  • $200k

    Twin Peaks Wealth Advisors is seeking a dedicated professional for a role focused on client support and business development in San Francisco. You will conduct calls, ensure client preparedness, and gather feedback to enhance service quality. The ideal candidate excels... 

    Twin Peaks Wealth Advisors

    San Francisco, CA
    4 days ago
  • $30.77 - $45.67 per hour

     ...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors...  ...(PF)Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    San Francisco, CA
    3 days ago
  •  ...Client Associate Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging...  ...identify new sources of business by researching industry and related events, publications, and announcements Preferred... 
    Work at office

    Chase

    San Francisco, CA
    2 days ago
  • $80k - $100k

     ...Wealth is Neuberger Berman’s direct-to-client wealth and investment management business...  ...truly unique in the industry. The Client Associate / Senior Client Associate will deliver...  ...years of proven client service / support or related experience in the financial services... 
    Work at office
    Local area
    Shift work

    Neuberger

    San Francisco, CA
    3 days ago
  • $200k

     ...their time exclusively with serious, high-intent decision-makers Client Support & Relationship Continuity Reach out to clients before...  ...calling role — internal wholesaling, financial services client relations, or a similar function You are a natural communicator who... 
    Work at office
    Remote work
    2 days per week

    Twin Peaks Wealth Advisors

    San Francisco, CA
    4 days ago
  •  ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB),...  ...project‑manage product implementations and service related needs Assist in relationship review documents,... 
    Work experience placement
    Work at office

    JPMorganChase

    San Francisco, CA
    4 days ago
  • $34.32k - $90k

     ...Position Summary POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor...  ...client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock... 
    Temporary work
    Work at office
    Local area

    Dormont Manufacturing Company

    San Francisco, CA
    3 days ago
  • $55k - $90k

    Client Associate/Registered Client Associate What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as...  ...What do you need to succeed? Must-have Bachelor's degree or job-related experience Strong soft skills including verbal and written... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    San Francisco, CA
    1 day ago
  • $34.32k - $90k

     ...Client Service Associate – Overview Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs...  ...the client and/or FA/PWA; Answering general non-investment related questions concerning client accounts, including relaying stock... 
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    San Francisco, CA
    4 days ago
  • $68.2k

     ...Client Associate LOCATION: SAN FRANCISCO, CA We are seeking a full-time Client Associate to join our team. You will work with a team...  ...client charitable contributions and gifts, including drafting related correspondence. Generate and review periodic recurring and... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Laird Norton Wealth Management

    San Francisco, CA
    2 days ago
  • $80k - $111k

     ...Senior Client Service Associate The Senior Client Service Associate will provide administrative, operational, and analytical support to one...  ...problem solving. • Minimum Required: Bachelor's degree in a related field or equivalent experience. • Minimum Required: 3+... 
    Internship
    Flexible hours

    Stifel Financial

    San Francisco, CA
    19 minutes ago
  • $80k - $90k

     ...Client Service Associate San Francisco, CA BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional...  ...compensation program) at any time, including for reasons related to individual performance, Company or individual department... 
    Temporary work
    Casual work
    Work at office
    Remote work
    Flexible hours

    BBR Partners

    San Francisco, CA
    17 hours ago
  • $56k - $75k

     ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based... 
    Work at office
    Immediate start
    Flexible hours

    Stifel Financial

    San Francisco, CA
    3 days ago
  • $34.32k - $90k

    Position Summary Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private...  ...client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    4 days ago
  • $27.38 - $39.12 per hour

     ...Client Services Associate II Brisbane, California About this opportunity: As a Client Services Associate within our Customer Experience...  ...customers with resolving portal login and contact management related issues. Provide information regarding Freenome's... 
    Hourly pay
    Local area
    Remote work
    Monday to Friday

    Freenome

    Brisbane, CA
    4 days ago
  • $20 - $22 per hour

     ...Client Service Associate (Mail and Office) San Francisco, California, United States Reports To: Client Services Supervisor, Client Services...  ...tools and tracking systems. Respond to inquiries related to mail and package status. Print & Office Support Fulfill... 
    Temporary work
    Work at office
    Immediate start

    SPS-North America

    San Francisco, CA
    1 day ago
  •  ...Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    San Francisco, CA
    3 days ago
  • $65k - $85k

     ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help... 
    Full time
    Work at office
    Flexible hours

    UBS

    San Francisco, CA
    4 days ago
  • Responsibilities Answering telephone, taking messages and answering routine questions. Maintaining vacation schedule and master schedule of whereabouts for staff. Maintaining master copies of organizational policy and procedure manuals and keeping them up-to-date. Typing...
    Full time

    Dormont Manufacturing Company

    San Francisco, CA
    3 days ago
  •  ...Overview A law firm seeks a mid-level Labor and Employment Relations Associate for its San Francisco, CA office. The position requires a minimum...  ...and draft legal documents and correspondence. Represent clients in court proceedings and negotiations. Requirements Minimum... 
    Work at office

    BCG Attorney Search

    San Francisco, CA
    17 hours ago
  • $90k - $110k

     ...AlphaSights is seeking Associates to join our Client Service team in San Francisco. This role offers a unique opportunity to connect clients with expert knowledge and elevate their decision-making. Successful candidates will have strong academic credentials, relevant internship... 
    Internship

    AlphaSights

    San Francisco, CA
    17 hours ago
  • Bank of America is seeking a dedicated Client Service Support Specialist in San Francisco, CA. This role focuses on providing exceptional service to Financial Advisors, ensuring client needs are met while adhering to regulatory standards. The ideal candidate will hold... 
    Remote job
    Hourly pay

    Bank of America

    San Francisco, CA
    2 days ago
  • Responsibilities Identify and match experts to clients for interview-based research needs Manage clients’ research projects, from understanding their goals to recruiting and scheduling the right experts for them Monitor client and expert feedback on interviews Share... 
    Work experience placement

    Jobtailor

    San Francisco, CA
    7 hours ago
  • $34.32k - $90k

     ...Dormont Manufacturing Co is looking for a Client Service Associate based in San Francisco, California. In this role, you will provide exceptional service to clients and support Financial Advisors with their everyday needs. Responsibilities include cultivating client relationships... 

    Dormont Manufacturing Company

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relations Associate. Be the first to apply!