2,541 client services consultant jobs at 795 companies in United States
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Client Services Consultant
Kennewick, Washington, United States
OnsiteFull Time
HFG Trust: HFG Trust is a private fiduciary wealth-management firm serving individuals, families, and businesses with investment, tax, trust, and estate planning.
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.
Tampa or Cary or Aurora or Bridgewater or Oriskany or Irvine or New York
$70k-$85k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and employee benefits.
5+ YOEHigh school diploma and 5+ years in client services/account management or employee benefits; expertise in group insurance, strong project management, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe, MS Project
CORT Business Services: Berkshire Hathaway furniture-rental and transition-services serving homes, offices, events, and people and businesses in transition.
High school diploma, CRM and Microsoft Office experience, prior customer service or sales support experience, strong multitasking and communication skills.
Salesforce, Hubspot, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
CORT Business Services: Berkshire Hathaway furniture-rental and transition-services serving homes, offices, events, and people and businesses in transition.
High school diploma or equivalent; experience with CRM (Salesforce or Hubspot) and Microsoft Office; prior customer service or sales support experience; strong multitasking and time-management skills.
Salesforce, Hubspot, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
Medallia: Private SaaS provider of customer, employee, citizen, and patient experience-management software for enterprises.
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.
Medallia: Private SaaS provider of customer, employee, citizen, and patient experience-management software for enterprises.
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.
William O'Neil + Co.: Privately held U.S. parent providing strategic direction and shared services to financial, healthcare, and communications businesses.
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.
Berkeley Research Group: Private global consulting firm advising corporations and law firms on disputes, investigations, corporate finance, and performance improvement.
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.
1+ YOERequires 1+ year in customer success, client services, relationship management, hospitality, recruiting, operations, financial services, consulting, or another customer-facing environment, plus strong communication and organization.
JacksonNYSE: JXN: U.S. retirement-services insurer providing annuities to retail investors and institutional customers.
1+ YOEBachelor's degree, 1+ year in client- or advisor-facing financial services roles or Jackson training, and required SIE, FINRA, and state insurance credentials.
2+ YOERequires 2+ years of relevant experience, with client services, account management, consulting, healthcare, CRM, procurement, supply chain, or healthcare purchasing experience preferred. A relevant degree is preferred.
Advisory Services Sr Consultant - Stepwise - Remote
Eden Prairie or Minneapolis or Washington
$92k-$164k/yrRemoteFull Time
Optum Insight: Optum Insight is a healthcare analytics and technology-services business serving payers, providers, governments and life sciences companies.
4+ YOE4+ years commercial healthcare insurance experience, 2+ years SQL, advanced Microsoft Excel including macros/VBA, StepWise or rating-systems experience preferred, strong client-facing communication and critical thinking.
Trans Ova Genetics: Livestock reproductive technology provider serving livestock producers with IVF, embryo transfer, cloning, and genetic preservation.
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
2+ YOERelevant degree preferred and 2+ years of experience required. Requires client relationship management, consultative skills, data analysis, communication, organization, problem-solving, and cross-functional collaboration.
Xpressdocs: Private Fort Worth brand-management and direct-mail provider serving enterprises, franchises, and small businesses.
1+ YOERequires 1–5 years of contact center experience, customer service knowledge, critical thinking, problem-solving, teamwork, and exceptional written and verbal communication skills.
OneDigital: Private insurance brokerage, financial-services, and HR consulting firm serving employers, businesses, and individuals.
5+ YOE5+ MgmtBachelor's degree and 5+ years of progressive HR generalist experience, including consulting or management, client retention, senior-management coaching, and HR program development. MBA preferred.
Clifton Park or Albany or Arizona or Florida or Georgia or Idaho or Illinois or Massachusetts or Maryland or Minnesota or Missouri or North Carolina or Ohio or Pennsylvania or South Carolina or Texas or Virginia or Wyoming or New York
$20-$26/hrHybridFull Time
GTM Payroll Services: GTM Payroll Services is a privately held provider of payroll, HCM, HR consulting, insurance, and tax services for businesses and households.
4+ YOE4+ years client-facing experience supporting VIP clients; bachelor's degree or equivalent; strong communication, confidentiality, Microsoft Office, CRM and payroll/HR software proficiency.
Microsoft Office Suite, CRM tools, Payroll/HR software
Uptempo: Enterprise marketing operations software helping teams optimize investments, prove ROI, and accelerate growth.
10+ YOE10+ years experience in marketing/analytics or account management, proven client consulting and presentation skills, ability to drive adoption and executive alignment, Bachelor's degree required.