80 client services consultant jobs at 30 companies in Davie, FL
1mo
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Branch Banking Client Consultant I
Hollywood, Florida, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school or GED required; less than 2 years customer service/sales experience; ability to perform teller transactions, adhere to compliance, and deliver positive client service.
2mo
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Professional Services Consultant
Miami or Chicago or San Francisco
HybridFull Time
3+ YOE3+ years client-facing solution consulting or software implementation experience (ERP/SaaS), consultative mindset, technical aptitude with data flows, treasury domain expertise, and strong communication skills.
Ripple Treasury, GTreasury, ERP, SaaS
1w
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Client Facing Tax Services Consultant (Payroll) - Remote
Boca Raton, Florida, United States
$36-$39/hr RemoteFull Time
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
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
1mo
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SAP BRIM Consultant, Director
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Toledo or Austin or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Greensboro or Hartford or Houston or Indianapolis or Grand Rapids or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland or Tampa
$155k-$410k/yr OnsiteFull Time
8+ YOEBachelor's degree,8+ years experience,proficiency with SAP Cloud for Customer and SAP CRM,strategic mindset,client-facing leadership and business development experience.
SAP Cloud for Customer, SAP CRM
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HUMAN SERVICES PROGRAM CONSULTANT I - 48007026
Miami, Florida, United States
$42k-$46k/yr OnsiteFull Time
3+ YOEMinimum 3 years public vocational rehabilitation experience, valid Florida driver’s license, Level 2 background screening, proficiency with client data systems, knowledge of WIOA, and ability to perform outreach and employer relations.
AWARE, EmployFlorida, O*NET, Talent Acquisition Portal (TAP), The Career Index Plus (TCI+)
2mo
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Sales Transformation Consultant - Manager Financial Services
Chicago or Milwaukee or Dallas or Columbus or Cincinnati or New York or Cleveland or Oklahoma City or Austin or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or San Francisco or Denver or Boston or Philadelphia or Overland Park or Walnut Creek or Charlotte or Seattle or Carmel or Houston or Arlington or Atlanta or Bentonville or Detroit or Nashville or Los Angeles or San Diego
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years consulting experience delivering technology implementations and digital transformations; 2+ years leading Financial Services transformations; client-facing, project delivery, and junior resource management skills; travel required.
Salesforce CRM, CPQ, Salesforce, Microsoft, Pega, Oracle, Vlocity, Apttus, SAP
1d
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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
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
3w
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Retirement Management Consultant
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years leading retirement solutions in financial services, 3+ years external consulting or program management, bachelor's degree, client management, communication, problem-solving, and leadership skills.
Solution Architecture
3w
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Senior Tax Manager, Private Client Services/HNWI
Rockville or Chicago or Columbia or Arlington or Atlanta or Austin or Charlotte or Dallas or Fort Lauderdale or Houston or Little Falls or Minneapolis or Nashville or Raleigh or Overland Park
$125k-$228k/yr RemoteFull Time
10+ YOECPA required, public accounting experience, 10+ years federal tax consulting/compliance (private client/HNWI preferred), bachelor’s in accounting, master’s in taxation preferred, proven business development and client relationship skills.
1mo
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Tax Manager - Private Client Services (PCS)
Coral Gables or Fort Lauderdale
$85k-$150k/yr HybridFull Time
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
1mo
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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
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
1mo
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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
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
3w
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Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
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
3w
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Planning Consultant - Ft. Lauderdale, FL
Fort Lauderdale, Florida, United States
OnsiteFull Time
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
3w
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Relocation Consultant (1099) - Miami, FL
Miami, Florida, United States
$30-$35/hr FieldContract
Must reside in Miami 5+ years, legal right to work in the US, own a registered/insured 4-door vehicle and valid driver’s license, weekend availability, strong local market knowledge and client-facing experience; degree preferred.
Microsoft Office, Google GSuite, CRM
1mo
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Operations Consultant – Logistics/Freight Forwarding/Customs
Miami or Cincinnati or Cedarburg or Clarksville or Boston or Seattle or Ellicott or Durham or Lawrence or Kansas City or Mooers or San Diego or Atlanta or Minneapolis or Houston
$70k-$100k/yr RemoteFull Time
2+ YOE2+ years logistics or freight forwarding experience; expertise in international freight forwarding, 3PL, warehousing, customs/compliance; project management, client implementations, mentoring; proficiency with Microsoft Office, Salesforce, and JavaScript; willingness to travel internationally.
Magaya, CargoWise, GoFreight, Descartes, Flex Cargo, Microsoft Office, Salesforce, JavaScript
3d
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Advisor Channel Onboarding Consultant
Boca Raton or Alabama or Arizona or Florida or Georgia or Illinois or Michigan or Mississippi or New Jersey or North Carolina or Ohio or Oklahoma or Tennessee or Texas
$68k-$91k/yr RemoteFull Time
3+ YOERequires 3+ years in retirement plan implementation, client onboarding, advisor support, recordkeeping, TPA services, or related retirement work; strong organization, communication, analysis, and Microsoft Office and Salesforce proficiency.
Microsoft Office, Salesforce
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Business Development Director - Private Client
San Francisco or Miami or Florida
$156k-$303k/yr OnsiteFull Time
10+ YOEUndergraduate degree required (graduate preferred); 10+ years experience in private client/family office/wealth or related professional services; track record selling tax/assurance/consulting services; ability to travel up to 50%.
Salesforce
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
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