Current jobs related to Client Relationship Specialist - San Francisco, California - Nasdaq Private Market
-
Client Relationship Specialist
2 weeks ago
San Francisco, California, United States Charles Schwab Full timeUnlock Your Potential with Charles SchwabAs a Client Relationship Specialist at Charles Schwab, you'll play a vital role in delivering exceptional client experiences and driving the success of our local branch. This is an exciting opportunity to bring your passion for customer service to a dynamic and innovative company that values growth and development.Key...
-
Client Relationship Specialist
1 week ago
San Francisco, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Client Relationship Specialist to join our team at BMO Financial Group. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities Identify opportunities to expand our business growth potential through...
-
Client Relationship Associate
4 weeks ago
San Francisco, California, United States Capital Group Full timeAbout the RoleUnlock Your Potential as a Client Relationship Specialist at Capital GroupAs a Client Relationship Specialist at Capital Group, you will play a vital role in supporting our Private Wealth Advisors in delivering exceptional service to our high-net-worth clients nationwide. Your primary responsibility will be to provide administrative support,...
-
Premier Market Client Relationship Specialist
17 hours ago
San Francisco, California, United States Guardian Life Insurance Company Full timeJob Title: Premier Market Client Relationship SpecialistAbout the Role:We are seeking a highly skilled Premier Market Client Relationship Specialist to join our team at Guardian Life Insurance Company. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our Premier Market clients,...
-
Client Relationship Specialist
4 weeks ago
San Francisco, California, United States Dodge & Cox Full timeJob SummaryDodge & Cox is seeking an experienced Client Relationship Associate to join our firm. The successful candidate will play a key role in our client service effort by supporting our Client Service team in responding to investor inquiries in a timely, thorough, and accurate manner.Key ResponsibilitiesCoordinate responses to one-off client,...
-
Client Relationship Specialist
4 weeks ago
San Francisco, California, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain relationships with customers...
-
Client Relationship Specialist
2 weeks ago
San Diego, California, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience in our local Schwab branch. You'll work closely with your Client Relationship Manager and Branch Manager to help drive operational...
-
Client Relationship Manager
1 month ago
San Francisco, California, United States AXA XL Ltd Full timeClient Relationship LeaderSan Francisco, CA I Walnut Creek, CA I USAClient Relationship Leaders (CRLs) are responsible for nurturing and cultivating long-term client relationships with strategic accounts. They build on their deep understanding of the market and robust internal networks to support clients holistically across their end-to-end experiences.Key...
-
Client Relationship Manager
6 days ago
San Francisco, California, United States Zenith American Full timeJob OverviewZenith American Solutions is seeking an experienced Client Relationship Manager to support the Director, Client Relationship across their book of business (BOB) in fund management. The ideal candidate will have excellent communication skills, a strong sense of professionalism, and the ability to work effectively with clients and internal...
-
Client Relationship Manager
4 weeks ago
San Francisco, California, United States AXA XL Ltd Full timeUnlock Your Potential as a Client Relationship LeaderAt AXA XL Ltd, we're seeking a seasoned professional to join our team as a Client Relationship Leader. This key role requires a deep understanding of the market and a robust internal network to support clients holistically across their end-to-end experiences.Your Key Responsibilities:Know Your Client...
-
Client Relationship Manager
1 month ago
San Francisco, California, United States Unreal Gigs Full timeJob DescriptionAt Unreal Gigs, we're seeking a highly skilled Client Relationship Manager to join our team. As a key member of our client-facing team, you'll be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met, and driving business growth through tailored solutions.Key Responsibilities:Client...
-
Client Relationship Manager
1 month ago
San Francisco, California, United States Zenith American Full timeJob Title: Client Relationship ManagerJob Summary:Zenith American Solutions is seeking an experienced Client Relationship Manager to join our team. As a key member of our Client Services department, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met, and delivering exceptional service.Key...
-
Client Relationship Manager
2 weeks ago
San Francisco, California, United States AXA XL Ltd Full timeJob Title: Client Relationship LeaderAt AXA XL Ltd, we are seeking a seasoned Client Relationship Leader to join our team. As a key member of our organization, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Develop and execute account plans to drive business growth and...
-
Client Relationship Specialist
2 weeks ago
San Diego, California, United States Charles Schwab Full timeUnlock Your Potential at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact in the finance industry. As a Client Relationship Specialist, you'll play a critical role in delivering exceptional client experiences and driving operational success in our local Schwab branch.We're seeking a highly motivated and customer-focused...
-
Senior Client Relationship Specialist
6 days ago
San Mateo, California, United States Bank of America Full timeMerrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, is seeking a skilled professional to support the Financial Advisor team in further developing and enhancing existing client relationships.The ideal candidate will serve as a key point of contact for clients on non-administrative requests and...
-
Client Relationship Executive
1 month ago
San Francisco, California, United States Grant Thornton Full timeAbout the RoleGrant Thornton is seeking a highly skilled Client Relationship Executive to join our team in San Francisco, CA. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute...
-
Client Relationship Associate
1 month ago
San Francisco, California, United States Dodge & Cox Full timeClient Relationship AssociateDodge & Cox is seeking a highly skilled Client Relationship Associate to support our Client Service team in responding to investor inquiries. This individual will play a key role in building a deep understanding of the firm's investment strategies and external reporting materials.Key ResponsibilitiesCoordinate responses to...
-
Client Relationship Director
6 days ago
San Francisco, California, United States AXA XL Ltd Full timeJob DescriptionAXA XL Ltd is seeking a highly skilled Client Relationship Director to join our team. As a key member of our organization, you will be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Develop and implement strategies to build and maintain strong relationships with...
-
Client Relationship Associate
1 week ago
San Francisco, California, United States Dodge & Cox Full timeAbout the RoleDodge & Cox is seeking an experienced Client Relationship Associate to support our Client Service team in responding to investor inquiries. The successful candidate will play a key role in our broader client service effort by providing timely, thorough, and accurate responses to client requests.Key ResponsibilitiesCoordinating responses to...
-
Client Relationship Executive
1 week ago
San Francisco, California, United States Grant Thornton Full timeJob DescriptionGrant Thornton is seeking a highly skilled Client Relationship Executive to join their team in San Francisco, CA. As a key member of the sales team, this individual will be responsible for initiating, qualifying, and developing new business opportunities with target organizations to meet or exceed pre-agreed-upon sales goals.The ideal...
Client Relationship Specialist
2 months ago
Nasdaq Private Market ("NPM") stands as a leading independent entity, offering premier secondary liquidity solutions for private securities. Our marketplace is designed to provide liquidity to individual shareholders of private companies. Operating within a dynamic fintech landscape, NPM delivers innovative, comprehensive solutions that facilitate seamless transactions for private entities, private equity, and other private assets. With over four decades of experience, Nasdaq has been instrumental in supporting companies throughout their business lifecycle, utilizing its robust technology infrastructure, regulatory oversight, and operational expertise.
As a Client Services Associate at NPM, you will engage with some of the most prominent private companies, institutions, and individuals to assist in their secondary transactions. Your role will involve managing the flow of substantial financial transactions while collaborating directly with investors. You will gain invaluable experience in handling multiple projects concurrently. Your insights into client feedback will be crucial in enhancing our technology and service offerings across the Nasdaq organization. Although you will serve as the primary contact for these clients, you will have the support of a knowledgeable team dedicated to providing personal training and ongoing education.
Key Responsibilities
- Oversee the transaction process from initiation to completion for late-stage, venture-backed private companies, including block trades for investors and shareholders.
- Build and nurture client relationships while delivering exceptional customer service to stakeholders at all levels.
- Manage and sustain marketplace operations for banking partners and their clientele.
- Guide clients on best practices for executing transactions through our online platform.
- Monitor and regulate cash flow, both incoming and outgoing.
- Process legal and compliance documentation for internal teams and external clients.
- Assist in generating various sales management reports.
- Collaborate with other departments (including Sales, Technology, and Legal) to enhance client experience and identify new opportunities.
- Utilize Nasdaq Private Market's collaborative environment and resources to set and achieve your professional objectives.
Qualifications
Education and Experience:
> Bachelor’s degree required.
> Up to 2 years of experience in roles such as corporate paralegal, financial operations associate, equities broker, stock administrator, or equity compensation analyst; or a similar position in finance, consulting, or technology with a customer-facing focus.
Preferred Skills:
> Ability to communicate effectively with high-level clients.
> Comfortable working independently in a fast-paced, evolving environment.
> Capable of coordinating complex projects involving multiple stakeholders.
> Proficient in analyzing processes to identify inefficiencies and propose innovative solutions.
> Positive attitude and adaptable mindset when facing new challenges and unexpected deadlines.
> Enthusiastic about acquiring new skills and incorporating feedback to contribute to team success.
> Detail-oriented with a passion for delivering exceptional transactional services.
> Excellent written and verbal communication skills.
> Proficient in Microsoft Excel and Word.
> Experience with DocuSign and Salesforce is a plus, but not mandatory.
Nasdaq Private Market is an equal opportunity employer. We encourage applications from qualified candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.
We ensure that individuals with disabilities receive reasonable accommodations to participate in the job application or interview process, perform essential job functions, and access other benefits and privileges of employment. Please contact us to request an accommodation.
