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44 client services consultant jobs at 19 companies in Boynton Beach, FL

1mo
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Director, Private Client Services – Family Office
West Palm Beach, Florida, United States
$130k-$175k/yr OnsiteFull Time
Alvarez & Marsal
Alvarez & Marsal: Global management consulting firm providing advisory, performance improvement and turnaround services to companies, investors and governments.
5+ YOEBachelor's in Accounting, 5+ years relevant experience (family office preferred), CPA, advanced Excel and QuickBooks skills, proven leadership and client advisory experience.
Microsoft Office, Microsoft Excel, QuickBooks
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2w
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Client Facing Tax Services Consultant (Payroll) - Remote
Boca Raton, Florida, United States
$36-$39/hr RemoteFull Time
HCM Unlocked
HCM Unlocked: Private HCM consulting and managed-services firm helping employers manage payroll, HR, benefits, and compliance.
4+ YOERequires 4+ years of payroll tax compliance experience, state and local tax knowledge, client-facing executive communication, multi-account management, payroll platform and agency portal experience, and intermediate Excel skills.
ADP, UKG, Paylocity, Dayforce, Microsoft Excel
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Branch Banking Client Consultant I - Float
Wellington, Florida, United States
$17-$23/hr OnsiteFull Time
Flagstar Bank
Flagstar BankNYSE: FLG: Regional financial services institution offering banking, lending, and wealth management.
0+ YOEHigh school diploma/GED required; 0–3 years customer service or sales experience; able to deliver client service, resolve issues, and meet sales/referral goals.
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1w
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Government Services Energy Client Marketing Manager
Ridgeland or Troy or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Boston or Austin or Kalamazoo or Denver or Fort Worth or Atlanta or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Anchorage or Jacksonville or Boulder or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Brentwood or Jackson or Arcadia or Alturas or Fort Myers or Forest or Clearwater or Greenville or Asheville or Boone or Aiken or Columbia or Belzoni or Amory or Chiefland or Edwards
$90k-$100k/yr OnsiteFull Time
BDO USA
BDO USA: Professional services firm providing assurance, tax, and advisory services.
5+ YOEBachelor’s degree in a relevant business or communications field and 5+ years in marketing operations, strategic marketing, or management consulting. Microsoft Office proficiency required; Spanish preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Senior Client Manager
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Risk Strategies
Risk Strategies: Boston-based Risk Strategies is a private insurance brokerage serving businesses, nonprofits, public entities, and individuals.
7+ YOE7+ years in employee benefits client services or consulting, deep benefits and public sector knowledge, bachelor\u0002s or equivalent, FL 2-15 license (or obtain within 90 days), valid FL driver\u0002s license, professional HR/benefits certifications preferred.
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4d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
Aprio
Aprio: Full-service CPA-led business advisory and accounting firm.
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
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3w
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Treasury Management Payment Consultant
Orlando or Tampa or Palm Beach
$104k-$127k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience;5+ years treasury management sales experience;proven prospecting and new business development skills;advanced knowledge of treasury and payments;strong communication and client service skills.
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2mo
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Sales & Risk Consultant
Naples or Nashville or Atlanta or Charlotte or Miami or Tampa or Charleston or Palm Beach Gardens or Miami
HybridFull Time
Marsh & McLennan Agency
Marsh & McLennan AgencyNYSE: MRSH: Global professional services firm in risk, strategy, and people.
4+ YOE4 years of business development/client service experience, P&C license and high-net-worth personal lines experience required; proficiency with Salesforce and EPIC; strong negotiation, communication, and forecasting skills.
Salesforce, EPIC Agency Management System
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Tax Manager - Private Client Services (PCS)
Coral Gables or Fort Lauderdale
$85k-$150k/yr HybridFull Time
EisnerAmper
EisnerAmper: Global accounting, tax, and business advisory services firm.
5+ YOEBachelor's in Accounting required, CPA or enrolled agent required, 5+ years recent tax compliance/consulting experience, US tax return expertise, supervisory experience, familiarity with GoSystems or CCH Axcess.
GoSystems, CCH Axcess
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Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC: Provider of investment, retirement, and financial planning services.
2+ YOEFINRA Series 7 & 66 (or ability to acquire), 2+ years financial services experience, CFP encouraged, client profiling, outbound calling, and use of planning tools.
Salesforce, Glance
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2mo
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Tax Manager - Private Client Services (PCS)
Miami or Fort Lauderdale or United States or United Kingdom or Israel or India or Cayman Islands or Singapore or Ireland
HybridFull Time
EisnerAmper
EisnerAmper: Global accounting, tax, and business advisory services firm.
5+ YOEBachelor's in Accounting, 5+ years recent tax compliance/consulting experience, CPA or Enrolled Agent required, experience preparing/reviewing US partnership, S-corp, and individual returns, staff management and tax research skills.
GoSystems, CCH Axcess
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Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provider of investment, retirement, and financial planning services.
2+ YOESeries 7 and 66 licenses with state registrations or ability to obtain Series 66; 2+ years of financial services experience; financial planning knowledge and client relationship skills.
Salesforce, Glance
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2mo
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Investment Consultant - Fort Lauderdale, FL
Fort Lauderdale, Florida, United States
$25-$47/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
2+ YOEBachelor's degree or equivalent; Series 7 and Series 66 licenses; Life/Health licenses; CFP preferred; 2+ years in financial services; brokerage/banking knowledge; strong client relationships; mortgage licensing/SAFE Act registration.
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2d
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Senior Manager, Business Management - Tax Services
Century City or Salt Lake City or Chicago or Philadelphia or Dallas or Denver or Pasadena or New York City or Garden City or Nashville or San Ramon or St. Louis or Bellevue or Duluth or Woodland Hills or Irvine or Brunswick or Boca Raton or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$154k-$210k/yr HybridFull Time
Armanino
Armanino: Independent U.S. accounting and business consulting firm serving private companies, individuals, nonprofits, and public entities.
7+ YOE2+ MgmtBachelor's degree, active CPA, 7+ years of U.S. tax compliance and consulting experience, including 2+ years managing teams. Requires complex client engagement, multi-state and foreign tax, software, coaching, and project management experience.
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1mo
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Hair Stylist
Delray Beach, Florida, United States
$19/hr OnsiteFull Time
HairClub
HairClub: Private hair restoration serving men, women, and children with regrowth, hair replacement, and surgical restoration solutions.
Active cosmetology license, strong consultation and client-education skills, time management, ability to recommend solutions and deliver a luxury service experience.
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1mo
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Licensed Salon Hair Stylist
Palm City, Florida, United States
$45-$88/hr OnsiteFull Time, Part Time
Hair Cuttery
Hair Cuttery: Private full-service hair salon chain serving customers with haircuts, color, styling, treatments, and haircare products.
Valid state cosmetology or barber license, authorization to work in the U.S., skilled in cuts, fades, color and consultation, night/weekend/holiday flexibility, strong client service.
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1w
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Financial Planner with Healthcare Background
Boca Raton, Florida, United States
$95k-$158k/yr OnsiteFull Time
ProducifyX
ProducifyX: Tech-enabled recruitment services for modern businesses.
Bachelor's degree preferred. Financial services, insurance, or business development experience beneficial but not required. Requires strong communication, analytical, relationship-building, and client consultation skills.
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1w
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Financial Solutions Advisor Registration Candidate - Central Broward Market
Fort Lauderdale or United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOERequires at least 1 year of financial services or sales experience, client relationship and consultative selling skills, communication, collaboration, multitasking, technology adaptability, and ability to obtain securities licenses.
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1w
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Designer
Boca Raton, Florida, United States
OnsiteFull Time
Crate and Barrel
Crate and Barrel: Retailer of modern home furnishings, furniture, and decor.
1+ YOERequires 1+ year of furniture sales, home decor design, retail, or customer service experience; client consultation experience; Google platform proficiency; design tool experience preferred.
Google Suite, Google platforms, video conferencing, iPad
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Managing Director - CIO
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group
Oxford Financial Group: Investment advisor providing wealth management, estate planning, and family-office services to high-net-worth families and institutions.
10+ YOEBachelor's or master's in business (CFA preferred), 10+ years in financial services with direct client responsibility, proven business development, investment consulting and high-net-worth planning experience, strong communication and organization.
TimeTracker
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