2w
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Client Services Consultant
West Des Moines or Fairfield or Phoenix
HybridFull Time
4+ YOE4+ years in financial services or wealth management, Series 7 required, Bachelors preferred, strong client service, communication, analytical and planning support skills, ability to use CRM and portfolio reporting.
1mo
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Client Services Consultant
Kennewick, Washington, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED, 2+ years client care experience, Microsoft Office proficiency, strong attention to detail, confidentiality, multitasking, problem-solving, and knowledge of financial industry practices preferred.
Microsoft Office
1d
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Client Services Consultant II
Atlanta or Tampa or Bridgewater or Aurora
$65k-$99k/yr HybridFull Time
3+ YOE3–5 years client services/account management experience; high school diploma required; strong communication, analytical, and Microsoft Office (Excel, PowerPoint) skills; customer-focused and organized.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Services, Consultant (Public Sector)
McLean, Virginia, United States
OnsiteFull Time
1+ YOE1+ year in a client-facing, technical or professional services role; Bachelor’s degree or equivalent with interest in technology; preferred: Javascript, HTML, XML; strong analytical and communication skills.
Javascript, HTML, XML, SFTP, API, SSH Keys, PGP Keys
1mo
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Client Services, Consultant (Public Sector)
McLean, Virginia, United States
OnsiteFull Time
1+ YOE1+ years in a client-facing, technical services or related role; Bachelor's degree or equivalent experience; strong interest in technology; preferred: JS/HTML/XML; data analysis and executive communication.
JavaScript, HTML, XML, SFTP, API, SSH Keys, PGP Keys
1mo
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10622 - Client Services Consultant
Irvine or Costa Mesa
$103k-$159k/yr OnsiteFull Time
10+ YOEBachelor's degree; 10+ years relevant experience (telematics/IT/automotive); 7+ years in business strategy or technology projects; strong analytical, communication, stakeholder and project management skills; PMP preferred; Master's preferred.
3w
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Client Services Consultant I (New York, NY, US)
New York, New York, United States
$55k-$65k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience; 1–2 years client-facing or technology experience preferred; strong client management, analytical, IT problem-solving skills, and interest in financial markets.
PANARAY, Team
1mo
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Correspondent Client Services Consultant
California or Arizona or Nevada or Missouri
$71k-$99k/yr RemoteFull Time
2+ YOE2+ years correspondent lending originations experience preferred; strong oral/written communication, relationship building; proficient in Microsoft Word/Excel/PowerPoint; Salesforce experience desired; Bachelor's degree or equivalent experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce.com
1mo
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Correspondent Client Services Consultant
St. Louis or Missouri or California or Arizona or Nevada
$71k-$99k/yr RemoteFull Time
2+ YOE2-5 years correspondent lending originations experience, strong oral/written communication, relationship building, proficiency with Microsoft Word/Excel/PowerPoint, Salesforce experience desired, bachelor’s degree or equivalent.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce.com
1w
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Client Consultant
Oklahoma City, Oklahoma, United States
$125k/yr OnsiteFull Time
7+ YOE7+ years commercial lines insurance consulting experience preferred; property & casualty license required or obtainable; CPCU/CIC/CRIS/CRM/ARM preferred; strong analytical, presentation, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams
2d
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Director, Private Client Services – Family Office
New York, New York, United States
$130k-$175k/yr OnsiteFull Time
5+ YOEBachelor's in accounting, 5+ years relevant experience (family office/private client preferred), CPA, strong Excel and QuickBooks skills, leadership and client-advisory experience, excellent communication and analytical abilities.
Microsoft Excel, Microsoft Office, QuickBooks
2d
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Consultant, Digital Forensics & Expert Services
United States
RemoteFull Time
Consultant-level experience in digital forensics and expert services; ability to consult with clients and support expert engagements.
2d
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Client Services Representative
Bryan, Texas, United States
OnsiteFull Time
1+ YOEBachelor's degree required; 1-3 years client-facing experience in agriculture/animal science; strong communication, problem-solving, Excel/Word/PowerPoint and CRM familiarity; consultative client support in bovine genetics preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, CRM
1w
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Client Partner
Wilmington, Delaware, United States
$149k-$201k/yr OnsiteFull Time
16+ YOEExtensive client services and consulting experience, ability to drive revenue, build client relationships, lead cross-functional teams, and manage large accounts and proposals.
3w
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Director, Client Services
Atlanta or New York City or United States
$120k-$135k/yr RemoteFull Time
4+ YOE4+ years delivering software platforms or complex programs to clients; pharma/life sciences or SaaS experience; proven consultative client leadership, governance design, and team management skills.
Asana
1w
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Managing Consultant / Associate - Financial Services Operations & Technology
United States
$72k-$160k/yr RemoteFull Time
Prior consulting experience in financial services operations, banking or lending transformation; strong communication, analytical and client delivery skills; ability to travel to client sites; familiarity with AI-enabled delivery.
Claude, ChatGPT
3mo
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Work From Home - Client Services Representative
Meridian, Idaho, United States
RemoteFull Time
0+ YOERemote client services role with virtual consultations, client relationship-building, and administrative tasks.
2d
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Client Service Consultant
Rogers, Arkansas, United States
HybridFull Time
7+ YOEBachelor's degree,7+ years client service or claims management,ability to travel up to 50%,proficiency with Microsoft Office,strong written and verbal communication,client relationship experience.
Microsoft Office
1w
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Sr Manager, Technology Consultant- Advisor Services
San Francisco or Westlake or Orlando
$95k-$157k/yr RemoteFull Time
7+ YOE7+ years in technology consulting or operations in financial services/RIA space; experience with RIA technology stacks, integrations, project management, and client communications.
1w
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Lead Global Payments Services Client Consultant
Charlotte or Irving
$139k-$217k/yr HybridFull Time
5+ YOE5+ years global payments or treasury experience; deep knowledge of payments, treasury, and liquidity products; proven ability to manage complex high-value client relationships and lead cross-functional partners.
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