52 client services consultant jobs at 34 companies in Calimesa, CA
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Client Services Consultant II
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 financial services.
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
The Fortitude Team: Estate planning and legal resource network for families.
No prior financial experience required; must be eligible to obtain state insurance and financial services licenses. Strong communication, relationship-building, self-motivation, coachability, and time-management skills for remote client-facing work.
Float Client Relationship Consultant 4 (Banker) - Adelanto, CA (36hrs)
Adelanto, California, United States
$29-$35/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEHigh school diploma or equivalent and 5+ years of retail banking experience or equivalent training. Requires NMLS registration, client relationship, sales, banking product, communication, and digital service skills.
UST: Global provider of digital transformation and IT services.
12+ YOERequires 12+ years of business development experience, including 5+ years in Utilities or Energy for an IT consulting or services provider, plus industry expertise and senior stakeholder networks.
Kennedy Jenks: Provides engineering and environmental consulting for water and infrastructure.
15+ YOEPE license (or ability to obtain), 15+ years relevant consulting/engineering experience, BS/MS in engineering, business development and client leadership, team building, travel as needed.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
7+ YOEBachelor's degree, 7+ years of client service or claims management experience, appropriate licensing, relationship management experience, Microsoft Office proficiency, strong communication skills, and up to 50% travel.
NakedMD: Provides medical aesthetic treatments including injectables and clinical facials.
Conduct consultative sales, meet sales targets, provide client service and treatment information; availability Fridays and Saturdays; prior aesthetic or retail experience preferred.
Retirement Consultant - The Baldwin Group Financial Services
Irvine, California, United States
$110k/yrHybridFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
3+ YOEBachelor's degree, Series 65 and state insurance license, and 3–5 years of advisory, client management, and plan management experience preferred. Requires strong communication, analytical, organizational, and relationship-building skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, RPAG, Redtail, Salesforce
Wipfli: Provides accounting, tax, and consulting services to middle-market businesses.
7+ YOEBachelor's or equivalent; 7+ years technology solutions experience in professional services (or 10+ in industry with 1+ in services); proficiency with Microsoft Azure, Active Directory; client-facing consulting and mentoring experience.
Microsoft Azure, Azure Active Directory, Active Directory, Microsoft 365, SharePoint
Bellingham or Philadelphia or Rancho Cucamonga or San Juan Capistrano or Washington or Atlanta or Lexington or Louisville or Boston or Raleigh or Houston or Madrid or United States or Canada or Mexico or Spain or Chile or Brazil
$100k-$150k/yrHybridFull Time
ALL4: Provides strategic environmental health and safety consulting services.
5+ YOE5+ years environmental consulting experience, engineering or environmental/science degree, knowledge of air permitting (NSR, Title V, TRI, NPDES, etc.), project management, client engagement, technical writing, and Microsoft Word/Excel proficiency.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Requires active FINRA Series 7, Series 66 or 63/65, and Life & Health Insurance licenses. Financial services, client-facing, sales, or advisory experience preferred.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Requires relationship-building and investment knowledge, FINRA Series 7 and 66 with state registrations or ability to obtain Series 66, client presentation skills, and results-oriented customer service.
Irvine or Santa Ana or Glendora or Pasadena or Century City or Ontario or Carlsbad
$50-$85/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
10+ YOE10 years related experience including public accounting; bachelor’s degree required; CPA preferred; mastery of Microsoft Excel and accounting software; prior project and client service management experience; willingness to travel.
Senior Loss Control Consultant - Greater L.A. Region
Long Beach or Burbank or Glendale or Pasadena or San Fernando Valley or Orange County or California
$120k-$158k/yrFieldFull Time
Great American Insurance GroupNYSE: AFG: Provides specialized property and casualty insurance products for businesses.
10+ YOEProvide loss control services and risk consultations for workers' compensation clients; reside in Greater Los Angeles; up to 60% travel with overnight trips; strong workers' comp knowledge; training and underwriting skills; 10+ years preferred.
Client Delivery Executive - CDE II - Onsite in Irvine, CA
Irvine, California, United States
OnsiteFull Time
NTT DATA: Global provider of IT and business consulting services.
8+ YOEAdvanced degree in IT/CS/Software Engineering/Computer Engineering/Cybersecurity; 8+ years managing application, cloud, infrastructure, security, workspace or consulting services; 5+ years industry experience; experience with ITIL v4 and enterprise delivery management.
Experienced Toyota Parts Counter Consultant Toyota
Redlands, California, United States
$17/hrOnsiteFull Time
Toyota of Redlands: Automotive dealership selling and servicing Toyota vehicles.
2+ YOEMinimum 2 years Toyota dealer parts experience; selling parts to internal/external clients, phone and counter customer service, billing on service repair orders, inventory and back-order management, and use of dealer software.
Dealer Software, Service Repair Order (RO), Material Return Authorization (MRA)
People Consulting - Organizational Design- Manager-Consulting
Dallas or Boston or New York City or Hoboken or Iselin or Philadelphia or McLean or Washington or Atlanta or Charlotte or Chicago or Minneapolis or Austin or Denver or Houston or Irvine or Los Angeles or Portland or San Diego or San Francisco or San Jose or Seattle
$126k-$231k/yrHybridFull Time
EY: Global firm providing audit, tax, and professional consulting services.
6+ YOE6+ years experience in operating model, org design, strategic workforce planning; bachelor\u0002s degree required; experience leading large-scale projects, analytics, and client advisory; willingness to travel and work hybrid.
Tax Senior Manager - Corporations - Foreign Direct Investment
Los Angeles or Irvine or San Francisco
$126k-$253k/yrOnsiteFull Time
RSM: Provides audit, tax and consulting services to middle-market businesses.
8+ YOEBachelor's in accounting, CPA/JD/LLM/EA,8+ years public accounting with C‑Corp clients, ASC 740 experience, proven client development and people leadership, fluency in French/German/Japanese/Mandarin preferred.
GHD: Global professional services firm specializing in engineering and architecture.
10+ YOEMinimum 10 years experience in contamination assessment and remediation, Bachelor in Geology required (Master preferred), PG preferred, project management, HSE awareness, client management, and ability to travel.