70 client services consultant jobs at 48 companies in Fallbrook, 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/yr HybridFull Time
MetLife
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
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
1mo
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10622 - Client Services Consultant
Irvine or Costa Mesa
$103k-$159k/yr OnsiteFull Time
Hyundai AutoEver America
Hyundai AutoEver AmericaKorea Exchange: 307950: Provides automotive software and IT services for mobility systems.
10+ YOEBachelor's degree; 10+ years relevant experience (telematics/IT/automotive); 7+ years in business strategy or technology projects; strong analytical, communication, stakeholder and project management skills; PMP preferred; Master's preferred.
5d
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Client Services Advisor
San Diego, California, United States
$70k-$80k/yr HybridFull Time
Vistage Worldwide
Vistage Worldwide: Provides executive coaching and peer advisory for business leaders.
5+ YOE5+ years inside phone sales/consulting/customer service; ability to engage C-level clients; Salesforce and MS Office experience; bachelor’s degree preferred; project management or business development preferred.
Salesforce, Windows, Microsoft Office
1mo
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Client Services Executive - Strategic Resourcing - Gaming
San Diego or San Francisco or Los Angeles or Orange County or Seattle
$100k-$140k/yr OnsiteFull Time
World Wide Technology
World Wide Technology: Global technology solutions provider and systems integrator.
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.
5d
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Financial Services Consultant
Temecula, California, United States
$70k-$80k/yr RemoteFull Time, Part Time
The Fortitude Team
The Fortitude Team: Estate planning and legal resource network for families.
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.
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Sr. Director, Client Partner - Retail (PacificSouthwest)
Los Angeles or Orange County or San Diego
$203k-$305k/yr OnsiteFull Time
Slalom
Slalom: Provides business and technology consulting and software engineering services.
12+ YOE12+ years consulting or industry leadership; experience growing enterprise retail accounts; strong executive relationships and ability to sell and deliver technology and business transformation.
Microsoft, Salesforce, Adobe, AWS, Google
3w
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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
PwC
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
2mo
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Senior Consultant, Advisory Services - Irvine, California, United States
Irvine, California, United States
$110k-$140k/yr OnsiteFull Time
RGP
RGPNasdaq: RGP: Provides specialized consulting and on-demand talent for business transformation.
Experience in strategy/management consulting; client-facing; bachelor’s degree; strong analytical and presentation skills; finance transformation knowledge; travel willingness.
MS Project, Smartsheet
1mo
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Client Relationship Consultant (Banker muti -level) - Arlington, CA
Riverside, California, United States
$20-$23/hr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma or equivalent; 1–4 years customer service and sales experience depending on level; NMLS registration required; strong retail product knowledge, sales and communication skills; background and credit check required.
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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
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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%.
1mo
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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
Accenture
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
2mo
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Discovery Client Lead
Boston or Princeton or Philadelphia or Bethesda or South San Francisco or San Diego or Thousand Oaks or Bellevue or New York
$190k-$217k/yr HybridFull Time
ZS
ZS: Global management consulting and technology firm for healthcare and life sciences.
Advanced scientific degree or equivalent experience; strong client relations, business development, and cross-service collaboration; English fluency; consulting or pharma/biotech experience preferred.
6d
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Client Service Director - Water/Wastewater
Irvine, California, United States
$157k-$354k/yr HybridFull Time
Kennedy Jenks
Kennedy Jenks: Provides engineering and environmental consulting for water and infrastructure.
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.
2mo
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Tax Experienced Manager, Private Client Services
Los Angeles or Costa Mesa or San Diego
OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOE6+ years in accounting, finance, or law; CPA/EA/attorney or equivalent; tax compliance and consulting experience; leadership and client management skills.
Microsoft Office Suite, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
1mo
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Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yr HybridFull Time
Brown and Caldwell
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
10+ YOEMinimum 10 years in environmental engineering/consulting with client relationship leadership, business development, portfolio management, and team leadership. Bachelor's degree required. Must pass pre-employment background check and drug test.
1mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
2mo
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Air Quality Managing Consultant
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/yr HybridFull Time
ALL4
ALL4: Provides strategic environmental health and safety consulting services.
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.
Microsoft Word, Microsoft Excel
1mo
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Senior Trustee Consultant
Fort Mill or Charlotte or New York City or Cleveland or San Diego or Austin or Tempe
$68k-$113k/yr OnsiteFull Time
LPL Financial
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.
1mo
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Financial Consultant – Market Leader
San Diego, California, United States
$250k/yr HybridFull Time
Falcon PG
Falcon PG: Independent wealth management and insurance advisory firm.
Active life and health insurance license required; experience in financial services or business development preferred; strong communication, self-motivation, client relationship and leadership skills.
3w
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Consulting Actuary - EB Consulting
Portland or Irvine or Walnut Creek or Seattle or New York or Little Falls Township
$161k-$365k/yr HybridFull Time
Milliman
Milliman: Global provider of actuarial and risk management consulting services.
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.