69 client services consultant jobs at 42 companies in Colton, 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 employee benefits.
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
San Diego or San Francisco or Los Angeles or Orange County or Seattle
$100k-$140k/yrOnsiteFull Time
World Wide Technology: Global technology solutions provider and digital transformation partner.
Strategic resourcing and consultative sales experience with workforce planning, services delivery modeling, executive engagement, and ability to develop multi-year workforce roadmaps and close programmatic services engagements.
The Fortitude Team: Independent registered investment adviser providing wealth management, portfolio management, and financial planning for individuals and businesses.
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.
Client Relationship Consultant 2 (Banker) - Fullerton, CA (36hrs)
Fullerton, California, United States
$23-$28/hrOnsiteFull Time
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
3+ YOEHigh school diploma or equivalent and typically 3–4 years of retail banking experience or equivalent training. Requires client relationship, communication, customer service, and digital banking skills.
Senior Consultant, Advisory Services - Irvine, California, United States
Irvine, California, United States
$110k-$140k/yrOnsiteFull Time
RGPNasdaq Global Select Market: RGP: Public professional services firm providing on-demand talent, consulting, and outsourced business solutions to C-suite leaders worldwide.
Experience in strategy/management consulting; client-facing; bachelor’s degree; strong analytical and presentation skills; finance transformation knowledge; travel willingness.
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.
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yrHybridFull Time
Cal Engineering Solutions, Inc.: Employee-owned environmental and geotechnical engineering consulting firm serving public and private clients across the United States.
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.
Kennedy Jenks: Employee-owned engineering and environmental consulting firm.
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.
NakedMD: Physician-led medical aesthetics providing injectables, rejuvenation, and wellness treatments at U.S. med spas.
Aesthetic or retail experience desirable; requires consultative selling, client service, multitasking, organization, health and safety knowledge, and professional, compassionate conduct.
GallagherNYSE: AJG: Global insurance brokerage, risk management, and consulting services firm.
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.
Psomas: Employee-owned engineering consulting firm providing construction management, engineering, environmental, and survey/geospatial services.
15+ YOEBachelor's degree in a related field, 15+ years environmental consulting with technical leadership, CEQA/NEPA experience, proven business development and client management, strong communication and writing skills.
Retirement Consultant - The Baldwin Group Financial Services
Irvine, California, United States
$110k/yrHybridFull Time
The Baldwin Group Financial ServicesNASDAQ: BWIN: Independent insurance distribution and risk management firm.
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
BDO USA: Professional services firm providing assurance, tax, and advisory services.
6+ YOE6+ years in accounting, finance, or law; CPA/EA/attorney or equivalent; tax compliance and consulting experience; leadership and client management skills.
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: ALL4 is a private environmental, health, and safety consulting firm serving heavily regulated industrial and public-sector organizations.
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.
EisnerAmper: Global accounting, tax, and business advisory services firm.
4+ YOEBachelor's in Accounting; CPA or IRS Enrolled Agent; 4+ years tax compliance/consulting; hybrid work; preferred Masters in Taxation; experience with GoSystems or CCH Axcess.
Portland or Irvine or Walnut Creek or Seattle or New York or Little Falls Township
$161k-$365k/yrHybridFull Time
Milliman: Independent actuarial and consulting firm serving insurers, healthcare organizations, governments, and employers worldwide.
20+ YOE10+ Mgmt20+ years employer health actuarial experience, 10+ years consulting leadership, ASA or MAAA designation, bachelor\u0002s degree, multiemployer plan expertise, strong client management and business development skills.
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
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: Provider of investment, retirement, and financial planning 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.
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
Strategic CompNew York Stock Exchange: AFG: Specialty property and casualty insurance and risk management services.
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.