42 client services consultant jobs at 17 companies in Dayton, OH
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Service Specialist - Implementation Client Consultant
West Henrietta or St Petersburg or Allentown or Phoenix or Cincinnati
$22-$30/hrOnsiteFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
Provide customer service for Paychex products via phone/email/chat, maintain product knowledge, meet SLAs, document interactions, perform data entry, identify process improvements; payroll experience, bachelor's degree, HRIS/Salesforce familiarity preferred.
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/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
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.
Miamisburg or Beavercreek or Springboro or Centerville
$20-$22/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
1+ YOEHigh school diploma or equivalent and 1–5+ years of retail banking experience depending on level. Requires client relationship, communication, customer service, digital banking, product recommendation, and NMLS registration.
digital products, self-service technologies, National Mortgage Licensing System (NMLS), E-Verify
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/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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
CAPTRUST: Provides investment advisory and retirement plan consulting services.
0+ YOEProvides day-to-day support to client management consultants; requires strong Microsoft Office skills, attention to detail, communication skills, and 0-2 years experience or a two- or four-year degree.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, PDF, CAPCONNECT, SharePoint
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/yrOnsiteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
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.
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/yrRemoteFull Time
Magaya: Provider of cloud-based supply chain and logistics software.
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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEFINRA Series 7 required; Series 63/65 or 66; insurance license within 90 days; CFP preferred; 5+ years financial services; planning mindset; strong client communication.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires Series 7, Series 63 and 65 or Series 66, an insurance license within 90 days, and 5+ years of financial services experience; CFP preferred. Strong client communication and practice management skills required.
The Kroger Co.NYSE: KR: Operates supermarkets, pharmacies, and jewelry stores across America.
10+ YOEBachelor's degree, 10+ years in strategic program management/product development/client engagement, executive relationship and sales leadership, vendor management, data analytics (Power BI, Tableau), rebate/pricing/financial modeling, consultative selling, and strong communication.
Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
Centric Consulting: Provides business, technology, and digital strategy consulting services.
5+ YOEBachelor’s degree and 5–7 years managing professional services projects and client relationships; business or technology consulting experience plus project, team management, and mentoring skills required.
Juvly Aesthetics: Provider of non-surgical medical aesthetic and skincare treatments.
Current Ohio esthetician license required; proficiency in advanced skincare and non-surgical procedures, client consultations, sales, documentation, and collaboration with medical providers.
First Financial BankNASDAQ: FFBC: Provides retail and commercial banking and wealth management services.
5+ YOE5+ years banking or financial services client experience, 5+ years sales/service success, consultative selling, strong knowledge of consumer and commercial banking, presentation and project management skills, Bachelor’s preferred.
Kaleidoscope Innovation: Designs and develops medical devices and consumer products.
7+ YOE7+ years in design research, experience strategy, service design, or related fields; strong qualitative methods; translate insights into strategies; mentoring; facilitation; client communication; consulting/healthcare/innovation background.
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals 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.
FEG Investment Advisors: An independently owned advisory firm providing investment consulting, outsourced chief investment officer, and research services to institutional clients.
8+ YOEBachelor’s degree and 8+ years of institutional sales, business development, relationship management, investment consulting, asset management, or related financial services experience; 3+ years prospecting institutional clients and CRM proficiency.
Life TimeNYSE: LTH: Operates premium athletic country clubs and lifestyle resorts.
1+ YOECertified Pilates trainer with 1 year personal training experience and 6 months equipment experience; CPR/AED required; ability to design programs, instruct private and group classes, lift up to 50 lbs, and perform client consultations.