1mo
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Client Services Consultant II
Southfield or Aurora or St Louis or Bloomfield or Tampa or Dallas or Greenwood Village
$65k-$86k/yr HybridFull Time
5+ YOE5+ years insurance client service/account management experience, strong project management and communication skills, Microsoft Office and virtual meeting tools proficiency, high school diploma or equivalent.
Microsoft Office, Teams, Webex
1w
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Sr Manager, Technology Consultant- Advisor Services
San Francisco or Westlake or Orlando
$95k-$157k/yr RemoteFull Time
7+ YOE7+ years in technology consulting or operations in financial services/RIA space; experience with RIA technology stacks, integrations, project management, and client communications.
1w
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Lead Global Payments Services Client Consultant
Charlotte or Irving
$139k-$217k/yr HybridFull Time
5+ YOE5+ years global payments or treasury experience; deep knowledge of payments, treasury, and liquidity products; proven ability to manage complex high-value client relationships and lead cross-functional partners.
2mo
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Wealth Client Management Consultant
Dallas, Texas, United States
OnsiteFull Time
5+ YOEMinimum 5 years in a client service role in brokerage/financial services; bachelor’s degree or equivalent.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF Editor
6d
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Senior Consultant/Financial Consultant, IAS
Plano, Texas, United States
OnsiteFull Time
6+ YOEBachelor's degree in HR/Business, 6+ years absence management/benefits consulting, deep knowledge of FMLA/ADA, strong project management, Microsoft Office and HRIS experience, ability to lead teams and advise clients.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Workday, ADP, HRIS
2mo
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Client Service Consultant - Health & Wellness
Dallas, Texas, United States
HybridFull Time
5+ YOEBachelor’s degree preferred; Life & Health license required; 5+ years client service; knowledge of health and wellness plans; strong communication; Microsoft Office; BenAdmin systems a plus; hybrid role in Dallas.
Microsoft Office, BenAdmin systems, Analytics
3w
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Client Services Executive - S. TOLA
Dallas or Houston
$140k-$170k/yr FieldFull Time
10+ YOE10+ years consultative services sales experience, Bachelor\u0002s/Master\u0002s or equivalent, reside near Dallas or Houston, strong negotiation, analytical, PM and communication skills.
2mo
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Client Outreach Consultant
Dallas, Texas, United States
$31-$42/hr OnsiteFull Time
2+ YOEFINRA licenses Series 6/7/63, Life and Health Insurance license, 2+ years in financial services; degree preferred.
FINRA Licenses, Series 6, Series 7, Series 63, Life and Health Insurance License (National)
3mo
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eData Client Services Project Manager
Boston or Dallas or Houston or Miami or Washington DC
$114k-$191k/yr HybridFull Time
5+ YOEFive years of experience in litigation support or eDiscovery consulting; at least two years in a multi-office law firm or alternative legal service provider. Strong communication, client service, and technical skills.
Microsoft Office Suite, Aspera, Beyond Compare, CaseNotebook, TrueCrypt, RelOne
4d
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Director/Senior Director, Client Services Lead
Dallas, Texas, United States
$160k-$200k/yr RemoteFull Time
8+ YOE8+ years in client-facing management consulting or digital transformation; proven cross-functional leadership, account growth, financial acumen, strong communication, and ability to mentor teams; bachelor’s degree preferred; must be authorized to work in the U.S.
1w
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Senior Consultant Office of CFO Advisory
New York City or Washington or Dallas or Atlanta or Houston or Miami or Chicago
$79k-$163k/yr HybridFull Time
3+ YOEBachelor's in accounting/finance,3+ years financial consulting or rotational corporate finance experience,Excel proficiency,ability to travel to client sites,consulting experience in FP&A/accounting/finance transformation.
Microsoft Excel
3mo
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Client Service Consultant, PC
Dallas, Texas, United States
OnsiteFull Time
2+ YOEMinimum 2+ years in customer service, underwriting, or risk management in insurance; high school diploma required; Property Casualty license preferred or able to obtain within 3 months.
2w
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Senior Consultant, Tax Client & Operations
Dallas, Texas, United States
OnsiteFull Time
2+ YOEBachelor's degree, 2 years client-facing experience, strong Microsoft Office skills; project management and tax/financial services experience preferred; familiarity with Tax Caddy helpful.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Tax Caddy, Electronic Medical Records (EMR)
1w
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Medical RFP COE Consultant
Denver or Portland or Houston or Dallas or Chicago
$88k-$176k/yr HybridFull Time
5+ YOEBachelor's degree,5+ years client services experience in insurance/consulting (health & benefits),knowledge of Medical RFP process,project management,MS Office proficiency;Health Producers license desirable.
Microsoft Office
1w
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Defined Contribution Senior Consultant
United States or Boston or Greenwood Village or Covington or New York or Westlake or Merrimack or Chicago or Smithfield or San Francisco
$110k-$222k/yr RemoteFull Time
12+ YOE12+ years in retirement benefits or consulting, bachelor’s degree preferred (quantitative fields), deep DC plan design and regulatory knowledge, strong client relationship and communication skills; QKA/QKC/CPC/CEBS a plus.
1w
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Capgemini Invent - Program & Change Acceleration Managing Consultant
Atlanta or Seattle or Bellevue or San Francisco or New York City or Chicago or Dallas
OnsiteFull Time
Experienced consultant capable of designing and implementing business and operating models, delivering client innovation, leading small/medium projects and teams, and sharing domain knowledge through training.
1w
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SAP Order to Cash Consultant, Manager
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/yr FieldFull Time
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
4w
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Professional Services Consultant - Implementation Specialist
Toronto or Dallas or Atlanta or Canada or North America or Europe or Asia or South America
$50k-$65k/yr HybridFull Time
Experience implementing ACTIVENet SaaS solutions, working with APIs, databases and SQL; strong client-facing, problem-solving and project delivery skills; ability to travel across North America; hybrid role based in Toronto.
ACTIVENet (ANET), ACTIVE Network®, APIs, SQL, databases
2w
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New Client Counselor
Plano, Texas, United States
OnsiteFull Time
3+ YOE3+ years in financial services, Series 65 license required (or obtained upon hire), knowledge of capital markets and investment products, consultative sales and client onboarding experience.
1w
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Senior Director - Voluntary Benefits Consultant
Dallas or San Francisco or Irvine or Houston or Denver or Phoenix or Minneapolis
$160k-$200k/yr OnsiteFull Time
6+ YOE6+ years designing/managing middle-market voluntary benefit plans, proven revenue generation, bachelor’s degree, state life and health license within 90 days, strong client management and communication skills, ability to travel 15–30%.
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