340 client services consultant jobs at 161 companies in Cold Spring, NY
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Client Services Consultant II
Tampa or Cary or Aurora or Bridgewater or Oriskany or Irvine or New York
$70k-$85k/yr HybridFull Time
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
2w
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Client Services Consultant
New York, New York, United States
$27/hr OnsiteFull Time
High school diploma, CRM and Microsoft Office experience, prior customer service or sales support experience, strong multitasking and communication skills.
Salesforce, Hubspot, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
2w
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Client Services Consultant
New York, New York, United States
$27/hr OnsiteFull Time
High school diploma or equivalent; experience with CRM (Salesforce or Hubspot) and Microsoft Office; prior customer service or sales support experience; strong multitasking and time-management skills.
Salesforce, Hubspot, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
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Director, Private Client Services – Family Office
New York, New York, United States
$130k-$175k/yr OnsiteFull Time
5+ YOEBachelor's in accounting, 5+ years relevant experience (family office/private client preferred), CPA, strong Excel and QuickBooks skills, leadership and client-advisory experience, excellent communication and analytical abilities.
Microsoft Excel, Microsoft Office, QuickBooks
2mo
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Client Services Consultant I (New York, NY, US)
New York, New York, United States
$55k-$65k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience; 1–2 years client-facing or technology experience preferred; strong client management, analytical, IT problem-solving skills, and interest in financial markets.
PANARAY, Team
3mo
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Client Services Director
New York, New York, United States
$140k-$180k/yr HybridFull Time
5+ YOE5+ years consulting or client management experience, hospitality experience preferred; bachelor's required; strong MS Office (PowerPoint, Excel) skills; P&L and project management experience; executive-level communication.
Microsoft PowerPoint, Microsoft Excel, Microsoft Office
3mo
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Client Services CFO - B2B
New York, New York, United States
RemoteFull Time
12+ YOECPA and/or MBA preferred; 12+ years finance/accounting with 5+ years CFO-level; proven B2B sales and multi-client/consulting background; experience with $5M-$100M+ revenue clients
Propeller Intelligence Engine (PIE), Data Lake (PDL), PropellerOS
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Director - Client Partner
Jersey City, New Jersey, United States
HybridFull Time
14+ YOE14+ years delivering advanced analytics consulting, client/account management, CXO engagement, program design/implementation, P&L/account growth experience, and ability to lead global teams.
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Client Service Consultant II
Thomaston, Connecticut, United States
$23-$34/hr OnsiteFull Time
Respond to digital correspondence, process deposit and loan account applications, initiate outbound client calls, assist clients with digital banking, support escalations, and ensure compliance with BSA/Patriot Act/OFAC.
3w
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MSP Client Services Director
Newark, New Jersey, United States
$125k-$155k/yr HybridFull Time
5+ YOE3+ MgmtBachelor's (or 8–10+ years equivalent) preferred; 5+ years related leadership experience and 3+ years managing MSP client teams; P&L and forecasting experience; strong leadership, consulting, and operational skills; Google Mail proficiency.
Google Mail, Shared drives
2w
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Branch Banking Client Consultant I
Forest Hills, New York, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school diploma, less than 2 years customer service or sales experience preferred; ability to deliver client service, perform transactions, and support sales goals while adhering to regulations.
1mo
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Client Services Executive, Northeast
Stamford or Washington D.C. or Baltimore or Hoboken or New York
$100k-$150k/yr HybridFull Time
8+ YOEBachelor's required (MBA preferred),8+ years delivering large-scale consulting/professional services,strong executive communication,negotiation,strategic thinking,and willingness to travel ~25–50%.
2mo
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Professional Services Consultant, Risk
Chicago or New York City
$112k-$140k/yr HybridFull Time
3+ YOE3+ years client-facing consulting or SaaS delivery; deep treasury and financial risk management knowledge (debt, FX, interest rate derivatives, hedge accounting); strong solution architecture, communication, and problem‑solving skills; experience with treasury systems, ERPs, and banking integrations.
Ripple Treasury, ERPs, banking platforms
3w
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Executive Services Consultant
Washington or Houston or New York or Chicago or San Francisco or Miami
$22-$25/hr HybridFull Time
Client-facing experience preferred; strong computer and Outlook proficiency; attention to detail, multitasking, communication, and high-volume case management skills.
Microsoft Outlook
4w
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Senior Associate, Client Advisory Services
New York, New York, United States
$120k/yr HybridFull Time
2+ YOEB.A./B.S. required;2+ years consulting/finance experience preferred;financial modeling and Excel/PowerPoint proficiency;client advisory and project management skills;ability to use AI tools.
Microsoft Excel, Microsoft PowerPoint, AI tools
2w
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Client Partner - Financial Services
New York, New York, United States
$200k-$260k/yr OnsiteFull Time
8+ YOE8+ years consulting experience with enterprise account growth, delivery leadership, revenue accountability ($4-6M+), strong client relationship, negotiation, and program delivery skills in financial services.
1mo
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Senior Health & Benefits Consultant
New York City or Boston or Morristown or Philadelphia or Norwalk
HybridFull Time
4+ YOEBA/BS,4+ years experience in health and benefits consulting, strong financial acumen, advanced Microsoft Excel skills, client advisory and project management experience.
Microsoft Excel
3w
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
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Vice President, Client Service
New York or San Francisco or Seattle or California or Washington
$129k-$214k/yr HybridFull Time
12+ YOE12+ years consulting or strategy leadership; deep media/advertising/platform expertise; proven C-suite influence, commercial growth track record, team leadership; Bachelor's required, Master\u0002/PhD preferred; enthusiasm for AI.
3mo
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Wealth Professional Services Consultant, Officer
Burlington or Clifton or Princeton
$70k-$119k/yr HybridFull Time
2+ YOEConsultant with wealth management CRIMS implementation expertise, strong client service, SQL knowledge, travel 20-40%, 4-year degree, 2-3+ years experience.
SQL, Relational Databases, Crystal Reports, FIX Protocol
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