49 client services consultant jobs at 19 companies in Elyria, OH
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Institutional Client Management Consultant
Raleigh or Akron
OnsiteFull Time
CAPTRUST: Provides investment advisory and retirement plan consulting services.
6+ YOE6+ years client services experience supporting retirement plans, understanding of plan operations/recordkeeping/investments, proficiency with CRM systems and MS Office, strong communication and problem-solving skills.
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
0+ YOEHigh school diploma/GED, less than 2 years customer service or sales experience required; financial services experience preferred; strong client service and problem-solving skills.
New York or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Dallas or Baltimore or Richmond or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Seattle or Atlanta or Los Angeles
$99k-$232k/yrFieldFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
4+ YOEBachelor's degree and 4+ years experience; proficiency in SAP Order to Cash solutions, analytical and consulting skills, client relationship and team coaching experience.
SAP Cloud for Customer, SAP CRM, SAP CPQ, SAP Commerce, SAP Subscription Billing
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOE1+ MgmtBachelor's with 5+ years client service/claims management or HS/GED with 10+ years; 1+ year supervisory experience; strong communication, financial acumen, and consultative client management skills.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
4+ YOEHigh school diploma, typically 4+ years retail banking experience, NMLS registration required (background and credit check), strong sales and customer service skills, knowledge of retail banking products and digital channels.
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
Litigation Management, Inc.: Provides technology-driven litigation support and medical data analytics services.
5+ YOE5+ years in consultative sales, strategic account management, or business development; experience in legal services or insurance defense; strong communication and executive presence; able to navigate complex client environments; strategic growth mindset.
ADM Board: Funds and coordinates behavioral health services in Summit County.
5+ YOEMonitors treatment and compliance for forensic clients, attends court hearings, maintains forensic records and reports, provides consultation to courts and providers. Requires relevant behavioral health experience (example: Master's + 5 years), valid driver’s license and automobile insurance.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint
5+ YOEBachelor's degree,5+ years trustee services or investment industry experience,experience with high-net-worth clients,strong communication and organizational skills,CTFA/CFP/ChFC preferred.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
FINRA Series 7 & 66 licensed (or ability to acquire Series 66 upon hire), proven client relationship and investment advisory skills, ability to present complex solutions, coachable and collaborative, commitment to client service.
Fort Mill or Charlotte or New York City or Cleveland or San Diego or Austin or Tempe
$68k-$113k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOEBachelor's degree, 5+ years trustee services experience in a trust company or investment industry, experience with high-net-worth clients, strong communication, pipeline management, and trust administration skills; CTFA/CFP/ChFC preferred.
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
Director, Absence, Disability Management and Life Insurance (ADML)
Boston or New York or Philadelphia or Stamford or Short Hills or Pittsburgh or Cleveland
$120k-$160k/yrOnsiteFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
7+ YOE7+ years designing/managing large group disability plans, strong financial and analytical skills, project leadership, client relationship management, bachelor’s degree required, state life and health license within 90 days, availability to travel ~15%.
Risk Consulting - Risk Technology - SAP Controls - Senior Consultant (New York, NY, US, 10001-8604)
New York or Atlanta or Boston or Chicago or Cleveland or Dallas or Detroit or Pittsburgh or Hoboken or Houston or Los Angeles or McLean or Miami or Minneapolis or North Carolina or Philadelphia or Portland or San Francisco or Seattle or Tampa
$118k-$204k/yrHybridFull Time
EY: Global firm providing audit, tax, and professional consulting services.
2+ YOEBachelor's degree and ~2+ years' related experience; knowledge of SAP business processes, controls testing, segregation of duties, project management, client service skills, and willingness to travel internationally.
Regis CorporationNYSE: RGS: Franchisor and operator of hair salon chains.
Valid cosmetology or barber license required (or within 90 days of graduation). Must perform salon services, consult clients, use POS, maintain productivity, and be able to stand and lift light weight for extended periods.
Trinity Pension Consultants: Third-party administrator for employer-sponsored retirement plans
2+ YOE2+ years client relationship management with qualified retirement plans; strong communication, consultative skills, MS Office proficiency; QKA required or willing to attain; bachelor\u0002s preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook
15+ YOE15+ years consulting/engineering/program management/business development experience with USPS or federal clients; bachelor’s degree; strong federal acquisition, financial, BD, negotiation, and stakeholder management skills; proven leadership of large teams.