100 client services consultant jobs at 54 companies in Arizona
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Client Services Consultant
West Des Moines or Fairfield or Phoenix
HybridFull Time
Cambridge Investment Research: Provides broker-dealer and investment advisory services to financial professionals.
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.
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: Provides payroll, tax, insurance, and HR solutions 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
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
High school/GED required; less than 2 years customer service and sales experience; strong client service, problem solving, and sales aptitude; able to perform accurate teller transactions and follow compliance.
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
Arizona or Florida or Delaware or Connecticut or Nebraska or Montana or Michigan or Maryland or Maine or Kansas or Idaho or Georgia or British Columbia or Quebec or Alberta or Ontario
$84k-$175k/yrHybridFull Time
Proofpoint: Provides cybersecurity solutions for email, cloud, and data protection.
4+ YOE4+ years customer-facing and IT consulting experience; familiarity with data security, DLP, endpoint/cloud/identity security; strong communication, organization, and client-service skills.
Active Directory, Entra ID (Azure AD), GPO, PowerShell, IIS, MS SQL, Linux, Microsoft DLP, Symantec DLP
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.
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.
Remote Family Benefits Consultant | Client Services & Enrollment
Tucson, Arizona, United States
RemoteFull Time
American Income LifeNYSE: GL: Provides life and supplemental health insurance for working families.
No prior insurance experience required; training provided. Applicants must be 18+, authorized to work and located in the United States, with reliable computer, internet, webcam, microphone, and willingness to obtain a state Life & Health Insurance License.
Arizona or Florida or Georgia or Illinois or Indiana or Massachusetts or Michigan or Minnesota or Missouri or North Carolina or New Jersey or New York or Ohio or Pennsylvania or Texas or Wisconsin
$101k-$142k/yrRemoteFull Time
SullivanCotter: Consulting and data for healthcare and nonprofit compensation strategies.
1+ YOEBachelor's degree in a business-related field, 1–5 years of client consulting experience, 3–5 years of analytical experience, and expertise in data analysis, financial modeling, presentations, Excel, Word, and PowerPoint.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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.
Isos Technology: Provides Atlassian software consulting and IT transformation services.
5+ YOE5+ years in consulting or customer service, 3+ years as a Jira administrator, Atlassian product administration expertise, client management and business development skills, strong verbal/written communication and problem-solving.
Indeed: Online employment platform for job seekers and employers.
2+ YOE2+ years related experience; experience in online advertising/SEM/PPC preferred; consultative client approach, strong communication, ability to handle high inbound volume and collaborate with product and ops teams.
Providence or Arizona or Connecticut or Florida or Georgia or Louisiana or Massachusetts or North Carolina or Oklahoma or Rhode Island or South Carolina or Texas or Virginia
$102k-$164k/yrRemoteFull Time
Blue Cross & Blue Shield of Rhode Island: Provides health and dental insurance plans to Rhode Islanders.
5+ YOE3+ MgmtRequires 5–7 years in healthcare operations servicing self-funded clients, 3–5 years managing or supervising, consulting and communication skills, healthcare insurance knowledge, negotiation, and process improvement.
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.
Onboarding Consultant, Client Success FULLY REMOTE - U.S. ONLY
Alabama or Arizona or Florida or Georgia or Michigan or Mississippi or Nebraska or North Carolina or Ohio or Oklahoma or Tennessee or Texas or Boca Raton
$52k-$80k/yrRemoteFull Time
Slavic401k: Provides 401(k) plan administration and retirement recordkeeping services.
3+ YOE3+ years 401(k) onboarding/implementation experience, 3-5 years client onboarding experience, proficiency with Microsoft Office and Salesforce, strong communication, organization, and analytical skills, bachelor’s degree preferred.
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.