72 client services consultant jobs at 41 companies in Florence, AZ

3mo
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Wealth Client Management Consultant
Phoenix, Arizona, United States
OnsiteFull Time
CAPTRUST
CAPTRUST: Private, majority employee-owned investment advisory and wealth management firm serving individuals, families, institutions, and retirement plans.
5+ YOE5+ years client service experience in brokerage, investment advisory, or financial services; bachelor’s degree or equivalent; advanced Microsoft Office skills; strong communication, analytical, and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF Editor
1w
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Senior Consultant, Client Feedback
Tempe or Fort Mill
$75k-$126k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
3+ YOERequires 3–5 years in client experience, feedback management, operations, or service quality; 1+ year in wealth management; and a bachelor's degree or equivalent experience. Medallia and Tableau preferred.
Medallia, Tableau
1w
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Client Service Consultant
Tempe, Arizona, United States
OnsiteFull Time
BOK Financial Corporation
BOK Financial CorporationNASDAQ: BOKF: Diversified regional financial services holding based in Oklahoma.
4+ YOEAssociate's degree in a business-related field and 4–6 years of banking experience, or equivalent 8–10-year education and experience combination. Commercial deposits, compliance, Excel, Word, communication, and analytical skills required.
Microsoft Excel, Microsoft Word
2w
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Branch Banking - Client Consultant I
Scottsdale, Arizona, United States
$17-$23/hr OnsiteFull Time
Flagstar Bank
Flagstar BankNYSE: FLG: Regional financial services institution offering banking, lending, and wealth management.
High school diploma or equivalent and less than two years of customer service and sales experience; financial services experience preferred.
1mo
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Professional Services Consultant - Networking/Security/Wireless(Fortinet)
United States or Downers Grove or Tempe or Miamisburg or Troy
$90k-$122k/yr RemoteFull Time
Logicalis USA
Logicalis USA: Private UK-headquartered technology services provider delivering cloud, connectivity, security, and digital transformation services to organizations.
7+ YOE7+ years network/security experience with hands-on Fortinet product suite, required Fortinet NSE4-7 certifications, strong design/implementation/troubleshooting and client-facing consultative skills.
FortiGate, FortiManager, FortiAnalyzer, FortiAuthenticator, FortiToken, FortiClient EMS, FortiWeb, FortiMail, FortiSandbox, FortiSIEM, FortiNAC, FortiSwitch, FortiAP, Catalyst, Nexus, Meraki, ASA, Firepower, DNA Center, ISE, Palo Alto, Panorama, Prisma, EX, SRX, MX, Junos OS, ClearPass, AirWave, Central, DUO, Azure, AWS, OracleCloud, IPSec, STP, OSPF, BGP, VXLAN, IPv4, IPv6, VMware vSphere/ESX, Microsoft Office
1w
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Senior Consultant, Client Feedback
Tempe or Fort Mill
$75k-$126k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
3+ YOERequires 3–5 years in client experience, feedback management, operations, or service quality; 1+ year in wealth management; and a bachelor's degree or equivalent experience. Medallia and Tableau experience preferred.
Medallia, Tableau
2w
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Client Relationship Consultant 4 (Banker) - Biltmore - Phoenix, AZ
Phoenix, Arizona, United States
$27-$33/hr OnsiteFull Time
U.S. Bank
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
5+ YOEHigh school diploma or equivalent and typically five or more years of retail banking experience or equivalent training; advanced knowledge of banking products, policies, client service, and digital technologies.
National Mortgage Licensing System (NMLS), E-Verify
3mo
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Financial Services-Managing Consultant
New York City or Phoenix
$122k-$204k/yr HybridFull Time
Guidehouse
Guidehouse: Global consulting firm serving public and commercial sectors.
5+ YOEBachelor's degree; 5+ years in banking/financial services consulting; experience with GSIBs; experience in risk/controls, regulatory compliance; on-site client work in NYC ~3 days/week; proficient with MS Office; strong communication; ability to lead client delivery and mentor staff.
Microsoft Office
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
PwC
PwC: Global professional services network providing audit, tax, and consulting services.
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
1mo
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Consultant - Equity Management Services
Scottsdale, Arizona, United States
OnsiteFull Time
Equity Methods
Equity Methods: Valuation, reporting, and HR advisory services for equity compensation.
2+ YOE2+ years experience in stock plan administration preferred; experience with Carta/Shareworks/Equity Edge Online, strong attention to detail, SOX-compliance comfort, excellent client communication, and willingness to pursue CEP.
Carta, Shareworks, Equity Edge Online
3w
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Vice President, Benefits Consultant
San Francisco or Tempe or Glendale
$151k-$200k/yr HybridFull Time
Segal
Segal: Employee-owned benefits, human resources, and investment consulting firm serving public, private, nonprofit, and multiemployer organizations.
10+ YOE10+ years in employee benefits consulting or related services, undergraduate degree required, client-facing consulting, strong communication, leadership, and business development skills.
3w
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Principal Client Partner
Phoenix or United States
$140k-$150k/yr RemoteFull Time
Infillion
Infillion: First composable advertising platform, built to help businesses operate with greater flexibility, transparency, and efficiency as the advertising ecosystem evolves.
3+ YOE3+ years selling managed-service programmatic media in the West, strong West Coast agency/brand relationships, consultative/value selling and negotiation skills, Salesforce experience, deep digital media knowledge.
Salesforce
4d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
Aprio
Aprio: Full-service CPA-led business advisory and accounting firm.
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
1w
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Senior Client Development Manager, Energy
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yr HybridFull Time
Cal Engineering Solutions, Inc.
Cal Engineering Solutions, Inc.: Employee-owned environmental and geotechnical engineering consulting firm serving public and private clients across the United States.
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.
Salesforce, Deltek Vantagepoint, Customer Relationship Management (CRM)
1mo
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Assistant Client Manager
Scottsdale or Chandler
HybridFull Time
Alera Group
Alera Group: Independent U.S. insurance brokerage and financial services firm serving businesses, individuals, families, and communities.
1+ YOE1+ years group medical insurance experience (minimum), 1 year in benefits consulting, bachelor\u0002s degree or equivalent, knowledge of medical/group insurance and self-funded plans, MS Word/Excel/Outlook and CRM proficiency, strong communication and organizational skills.
BCG internal systems, Customer Relations Management (CRM), Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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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
Accenture
AccentureNYSE: ACN: Global professional services delivering 360° value.
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
2mo
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Digital Assets Consultant
New York or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
FieldFull Time
Accenture
AccentureNYSE: ACN: Global professional services delivering 360° value.
3+ YOE3+ years professional services consulting experience, 2+ years digital assets experience in financial services, bachelor's degree, experience designing operating models/governance/risk frameworks, client engagement and business development experience.
1w
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Leisure Travel Consultant (4764)
Scottsdale, Arizona, United States
OnsiteFull Time
Spencer Corporate Travel
Spencer Corporate TravelToronto Stock Exchange: BDI: Public Canadian industrial-services providing modular space, workforce accommodation, and B2B workforce-travel management.
5+ YOERequires 5+ years in leisure travel consulting, agency operations, or luxury travel services; Sabre GDS and Client Base proficiency; strong destination knowledge, sales, organization, communication, and client relationship skills.
Sabre GDS, Client Base
3d
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Inside Sales (Home Consultant)
Tijuana or Scottsdale or Arizona or United States
RemoteFull Time
HomeLight
HomeLight: Privately held real estate technology platform helping homebuyers, sellers, agents, lenders, and escrow professionals complete transactions.
Customer-facing experience in sales or client services, inbound lead or consultative phone experience, strong communication and listening skills, organization, attention to detail, and CRM proficiency.
CRM
2mo
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Phoenix/Las Vegas Client Service Manager - Water, Wastewater
Phoenix or Las Vegas or Walnut Creek
$117k-$159k/yr HybridFull Time
Brown and Caldwell
Brown and Caldwell: Environmental engineering and construction services firm.
10+ YOELead sales and client growth for water/wastewater markets; typically 10+ years in environmental consulting; bachelor\u0002s degree required; PE preferred; proven business development, client management, and team leadership; Microsoft Project/Excel proficiency.
Microsoft Word, Microsoft Outlook, Microsoft Project, Microsoft Excel, Microsoft PowerPoint