48 client services consultant jobs at 23 companies in Gainesville, TX
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Client Outreach Consultant
Frisco, Texas, United States
$29-$40/hrOnsiteFull Time
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOEActive FINRA Series 6 or 7 and Series 63 required, life and health insurance license required within 120 days, university degree preferred, 2+ years financial services experience, client outreach and consultative skills.
Lockton: Provides insurance brokerage and global risk management solutions.
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
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOERequires 2+ years of experience, client outreach and financial services skills, Series 6 or 7 and Series 63 registrations, and a Life and Health Insurance license within 120 days.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing experience, and strong relationship, project management, problem-solving, consulting, and industry knowledge skills. Bachelor's degree and Series 7 preferred.
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.
RandstadEuronext Amsterdam: RAND: Provides professional staffing and human resources consulting services worldwide.
5+ YOE5+ years client-facing experience in consulting or IT professional services, experience managing client P&L > $10M, proven client management and sales leadership, financial acumen, and proficiency with Google mail/calendar/drives.
RandstadEuronext Amsterdam: RAND: Global provider of human resources and recruitment services.
5+ YOERequires 5+ years in client-facing consulting or IT professional services account management, $10M+ client P&L experience, solution development, portfolio management, financial acumen, and matrix enterprise experience.
RandstadEuronext Amsterdam: RAND: Provides global workforce solutions and specialized staffing services.
5+ YOE5+ years client-facing experience in consulting or IT professional services, experience managing client P&L > $10M, strong client management and financial acumen, proven portfolio and sales leadership, proficient with Gmail/Google Calendar/Google Drive.
Sr. Manager, Participant Engagement Consultant (Retirement and Stock Plan Services)
Westlake, Texas, United States
$93k-$136k/yrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOE3+ years in financial services or related client-facing consulting; bachelor’s degree or equivalent; strong consultative, analytical, communication skills; ability to travel ~25%.
Senior Consultant, Accounting and Finance Advisory Services
New York City or Tewksbury or Frisco
$87k-$164k/yrHybridFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
2+ YOEMinimum two years in a large accounting firm, bachelor’s in accounting/finance, CPA preferred, Power BI/Tableau and NetSuite/QuickBooks/IntAcct exposure, strong Excel/modeling, client communication, and ability to travel ~25%; hybrid work.
Microsoft Power BI, Tableau, QuickBooks, NetSuite, IntAcct, Microsoft Excel
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
1+ YOERequires one year of client service, human resources, or HR education experience; associate degree and experience in consulting, billing, labor law, and call centers preferred.
ElixirrLondon Stock Exchange: ELIX: Global management consulting and digital transformation services provider.
Recruiting experience in business services, consulting, advisory, or professional services; success hiring client-facing consultants; strong sourcing, interviewing, negotiation, stakeholder, AI, and automation skills.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires 5 years creating communication strategies, client consultation experience, financial services or employee benefits communications experience preferred, FINRA licenses, and ability to travel up to 25%.
In Charge Electrical Services: Provides residential electrical, smart home, and security installation services.
High school diploma, valid driver’s license and vehicle, local travel to client homes, proficiency with Microsoft Outlook, Microsoft Excel, Microsoft Teams, Bluebeam, and NetSuite, strong customer service and organizational skills, and willingness to pass background, driving record, and drug screens.
Microsoft Outlook, Microsoft Excel, Microsoft Teams, Bluebeam, NetSuite
NTT DATA: Global provider of IT and business consulting services.
8+ YOE8+ years consulting or professional services experience, 3+ years delivering AI/ML/GenAI in insurance, Bachelor's degree or equivalent, strong communication and client advisory skills.
Lockton: Provides global insurance brokerage and risk management consulting services.
3+ YOEBachelor’s degree in business administration or related field or equivalent experience; 3–5 years of client services experience; brokerage knowledge; Microsoft Office proficiency; U.S. work authorization.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Publicis GroupeEuronext Paris: PUB: Global communications, advertising, and digital transformation holding.
15+ YOE15+ years experience in commerce/digital strategy/consulting with Fortune 500 CPG clients; proven practice-building, executive-level advising, and cross-functional leadership; willingness to travel as needed.