16 client services consultant jobs at 12 companies in Boardman, OH
2mo
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Institutional Client Management Consultant
Raleigh or Akron
OnsiteFull Time
6+ YOE6+ years client services experience supporting retirement plans, understanding of plan operations/recordkeeping/investments, proficiency with CRM systems and MS Office, strong communication and problem-solving skills.
CRM systems, MS Office Suite
1mo
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Branch Banking - Client Consultant II
Fairlawn, Ohio, United States
$17-$27/hr OnsiteFull Time
4+ YOEHigh school/GED required; 4–5 years customer service and sales experience (financial services preferred); ability to train/mentor; strong communication, problem solving, and compliance orientation.
NextGen
1d
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Branch Banking - Client Consultant I
Macedonia, Ohio, United States
$17-$23/hr OnsiteFull Time
Less than 2 years customer service or sales experience preferred; high school diploma/GED required; strong communication, problem solving, and priority management skills.
2w
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Branch Banking - Client Consultant II
Akron, Ohio, United States
$17-$27/hr OnsiteFull Time
4+ YOE4+ years customer service and sales experience; high school/GED required; ability to train and mentor; knowledge of digital banking products; strong communication, problem solving, and priority management skills.
1mo
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Branch Banking - Client Consultant II - Float
Fairlawn, Ohio, United States
$17-$27/hr FieldFull Time
4+ YOEHigh school diploma or GED, 4–5 years customer service and sales experience (financial services preferred), ability to train and mentor, adherence to compliance and regulatory requirements.
1mo
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Client Relationship Consultant 1 (Banker) - Toronto, OH 30 Hrs
Toronto, Ohio, United States
$20-$22/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; typically 1+ year retail banking experience; NMLS registration required (background and credit check); strong customer service, communication, and digital product skills.
National Mortgage Licensing System (NMLS), E-Verify
1w
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Client Care Manager
Austintown, Ohio, United States
FieldFull Time
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.
2mo
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Key Client Strategist
Chesterland, Ohio, United States
$90k-$110k/yr OnsiteFull Time
5+ YOE5+ years in consultative sales, strategic account management, or business development; experience in legal services or insurance defense; strong communication and executive presence; able to navigate complex client environments; strategic growth mindset.
1w
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Client Care Manager
Austintown, Ohio, United States
OnsiteFull Time
Relationship-focused care advisor to assess needs, create personalized care plans, conduct consultations and quality visits, support Care Professionals, and maintain documentation.
1mo
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Forensic Services Coordinator
Akron, Ohio, United States
$61k-$77k/yr OnsiteFull Time
5+ YOEMonitors treatment and compliance for forensic clients, attends court hearings, maintains forensic records and reports, provides consultation to courts and providers. Requires relevant behavioral health experience (example: Master's + 5 years), valid driver’s license and automobile insurance.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint
1mo
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Financial Consultant - Fairlawn, OH
Fairlawn, Ohio, United States
OnsiteFull Time
FINRA Series 7 & 66 licensed (or ability to acquire Series 66 upon hire), proven client relationship and investment advisory skills, ability to present complex solutions, coachable and collaborative, commitment to client service.
1mo
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Behavioral Consultant- ABA
New Castle, Pennsylvania, United States
$43/hr FieldPart Time
1+ YOEMust meet licensure/education criteria (BCBA, Behavior Specialist, graduate degree in ABA or related field with experience/practicum). Ability to pass PA criminal, child abuse, and FBI clearances. Provides assessments, ITP development, ABA intervention implementation, documentation, and clinical oversight for clients ages 2–21.
1w
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VA Medical Evidence Consultant
Salem, Ohio, United States
$65k-$80k/yr HybridFull Time
3+ YOEDeep familiarity with VA disability claims and rating criteria, strong communication skills, operational excellence in client-facing workflows, willingness to work onsite during ramp, and clinical or VA-claims experience preferred.
VBMS, GHL, Monday.com, Acuity
1mo
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Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yr OnsiteFull Time
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
2mo
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NEPA Project Manager - Environmental Services (Multiple Locations)
Saint Louis or Akron or Columbus
OnsiteFull Time
7+ YOE7+ years' consulting experience in NEPA, permitting, project management, client development, and environmental services.
GIS, Microsoft Office
3w
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Relationship Manager - DC Focus
Akron, Ohio, United States
$65k-$85k/yr OnsiteFull Time
2+ YOE2+ years client relationship management with qualified retirement plans; strong communication, consultative skills, MS Office proficiency; QKA required or willing to attain; bachelor\u0002s preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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