62 client services consultant jobs at 34 companies in Anthem, AZ
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Wealth Client Management Consultant
Phoenix, Arizona, United States
OnsiteFull Time
CAPTRUST: Provides investment advisory and retirement plan consulting services.
5+ YOE5+ years client service experience in brokerage, investment advisory, or financial services; bachelor’s degree or equivalent; advanced Microsoft Office skills; strong communication, analytical, and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF Editor
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
4+ YOEAssociate's degree in a business-related field and 4–6 years of banking experience, or equivalent 8–10-year education and experience combination. Commercial deposits, compliance, Excel, Word, communication, and analytical skills required.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires 3–5 years in client experience, feedback management, operations, or service quality; 1+ year in wealth management; and a bachelor's degree or equivalent experience. Medallia and Tableau preferred.
Service Specialist - Implementation Client Consultant
West Henrietta or St Petersburg or Allentown or Phoenix or Cincinnati
$22-$30/hrOnsiteFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
Provide customer service for Paychex products via phone/email/chat, maintain product knowledge, meet SLAs, document interactions, perform data entry, identify process improvements; payroll experience, bachelor's degree, HRIS/Salesforce familiarity preferred.
3+ YOERequires 3–5 years in client experience, feedback management, operations, or service quality; 1+ year in wealth management; and a bachelor's degree or equivalent experience. Medallia and Tableau experience preferred.
Client Relationship Consultant 4 (Banker) - Biltmore - Phoenix, AZ
Phoenix, Arizona, United States
$27-$33/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEHigh school diploma or equivalent and typically five or more years of retail banking experience or equivalent training; advanced knowledge of banking products, policies, client service, and digital technologies.
National Mortgage Licensing System (NMLS), E-Verify
Guidehouse: Provides management and technology consulting services to diverse organizations.
5+ YOEBachelor's degree; 5+ years in banking/financial services consulting; experience with GSIBs; experience in risk/controls, regulatory compliance; on-site client work in NYC ~3 days/week; proficient with MS Office; strong communication; ability to lead client delivery and mentor staff.
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Toledo or Austin or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Greensboro or Hartford or Houston or Indianapolis or Grand Rapids or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland or Tampa
$155k-$410k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree,8+ years experience,proficiency with SAP Cloud for Customer and SAP CRM,strategic mindset,client-facing leadership and business development experience.
Cardone Ventures: Provides strategic consulting and growth services to business owners.
10+ YOE5+ MgmtCPA required; 10+ years in public accounting or tax advisory, including 5+ years in leadership. Requires expertise in tax compliance, planning, consulting, entity structuring, and transactional advisory.
Equity Methods: Provides financial reporting and valuation for equity compensation programs.
2+ YOE2+ years experience in stock plan administration preferred; experience with Carta/Shareworks/Equity Edge Online, strong attention to detail, SOX-compliance comfort, excellent client communication, and willingness to pursue CEP.
Segal: Provides employee benefits, human resources, and investment consulting services.
10+ YOE10+ years in employee benefits consulting or related services, undergraduate degree required, client-facing consulting, strong communication, leadership, and business development skills.
Infillion: A composable platform for automated digital advertising and purchase data.
3+ YOE3+ years selling managed-service programmatic media in the West, strong West Coast agency/brand relationships, consultative/value selling and negotiation skills, Salesforce experience, deep digital media knowledge.
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yrHybridFull Time
Haley & Aldrich: Provides environmental and geotechnical engineering consulting services.
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ YOE10+ years client-facing experience in consulting or IT professional services within BFS, experience managing $15M+ P&L, strong stakeholder communication, ability to drive renewals and backlog growth, bachelor’s degree required.
Ultra High Net Worth Client Case Representative, Senior Associate
Scottsdale, Arizona, United States
$70k-$78k/yrHybridFull Time
Vanguard: Global investment management and financial services provider.
3+ YOEThree years of financial services experience, undergraduate degree or equivalent, active SIE and Series 7, and Series 66 or ability to obtain it within 90 days. Client service and consultative sales experience preferred.
1+ YOE1+ years group medical insurance experience (minimum), 1 year in benefits consulting, bachelor\u0002s degree or equivalent, knowledge of medical/group insurance and self-funded plans, MS Word/Excel/Outlook and CRM proficiency, strong communication and organizational skills.
BCG internal systems, Customer Relations Management (CRM), Microsoft Word, Microsoft Excel, Microsoft Outlook
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$206k/yrOnsiteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
3+ YOE3+ years leading retirement solutions in financial services, 3+ years external consulting or program management, bachelor's degree, client management, communication, problem-solving, and leadership skills.
New York or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
FieldFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOE3+ years professional services consulting experience, 2+ years digital assets experience in financial services, bachelor's degree, experience designing operating models/governance/risk frameworks, client engagement and business development experience.