55 client services consultant jobs at 24 companies in Lathrop, CA
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Client Services Manager - Distribution Market Sector
Walnut Creek or United States or North America
$117k-$191k/yr HybridFull Time
10+ YOESenior client leader with minimum 10 years in environmental engineering/consulting, bachelor\u0002s degree required, experience in business development, pursuit leadership, and client portfolio management.
2w
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Client Relationship Consultant 2 (Banker) - Tracy, CA (30hrs)
Tracy, California, United States
$23-$28/hr OnsitePart Time
3+ YOEHigh school diploma or equivalent and typically 3–4 years of retail banking experience or equivalent training. Requires client relationship, communication, customer service, banking product, and digital service skills.
digital products, self-service technologies, National Mortgage Licensing System (NMLS)
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Senior Client Manager
Walnut Creek, California, United States
$84k-$163k/yr HybridFull Time
5+ YOE1+ MgmtBachelor's with 5+ years client service/claims experience or HS/GED with 10+ years; 1+ year supervisory experience; strong communication, financial acumen, and consultative skills.
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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
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
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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
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)
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Client Partner, Tech & New Age (Silicon Valley)
Sunnyvale or Mountain View or Palo Alto or San Francisco or San Jose
$200k-$308k/yr OnsiteFull Time
10+ YOE10+ years selling IT services into new-age tech/hyperscaler clients; experience in account management, P&L and revenue targets, consultative sales, global delivery models, cross-functional collaboration, and C-suite engagement.
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Medical Spa Sales Consultant
San Jose, California, United States
$20-$25/hr OnsiteFull Time
Full-time with open availability including Fridays and Saturdays; consultative selling and client-service experience preferred; ability to meet sales targets, multitask, and follow health and safety procedures.
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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
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
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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
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.
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BMW Sales Consultant
Pleasanton, California, United States
$17/hr OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
Prior sales or customer service experience preferred, high school diploma preferred, valid driver’s license required, intermediate Microsoft Office and web CRM skills, strong communication and basic math skills.
Microsoft Office
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Financial Accounting Advisory Services - Senior
San Francisco or San Jose or Los Angeles or Seattle or Hoboken or New York City or Boston or Atlanta or Chicago or Dallas or Houston or McLean or Philadelphia
$109k-$170k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, finance, or business; 3–5 years of public accounting audit experience; CPA eligibility; technical writing, risk management, client consulting, and team leadership skills.
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Planning Consultant - San Jose, CA
San Jose, California, United States
$66k-$125k/yr OnsiteFull Time
2+ YOEFINRA Series 7 and 66 licenses with state registrations, or ability to acquire Series 66 after hire; 2+ years of financial services or relevant experience; strong financial planning and client relationship skills.
Salesforce, Glance
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Planning Consultant - San Jose, CA
San Jose, California, United States
$66k-$125k/yr OnsiteFull Time
2+ YOEFINRA Series 7 and 66 licenses with state registrations, or ability to acquire Series 66 after hire; 2+ years of financial services experience; strong financial planning, relationship-building, and client communication skills.
Salesforce, Glance
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Tax Experienced Associate - Private Wealth/Private Client Services
Santa Clara or San Francisco or Rancho Cordova or Walnut Creek or San Jose or Sacramento or United States or New York City or London or Los Angeles or Chicago or Boston
$83k-$109k/yr OnsiteFull Time
1+ YOEFour-year degree, eligibility for CPA, law license, or enrolled agent credential, and one year of tax compliance and consulting experience. Requires Microsoft Suite skills and strong analytical, communication, and collaboration abilities.
Microsoft Suite
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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/yr OnsiteFull Time
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
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Environmental Services Regional Global Practice Manager
Brea or San Diego or Walnut Creek or Los Angeles
$145k-$535k/yr OnsiteFull Time
10+ YOEBachelor's in an environmental-related field and 10 years consulting experience; expert client/business development and project management skills; proposal, budgeting, contract negotiation, leadership, and Microsoft Project experience required.
Microsoft Project
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Senior Manager, Business Management - Tax Services
Century City or Salt Lake City or Chicago or Philadelphia or Dallas or Denver or Pasadena or New York City or Garden City or Nashville or San Ramon or St. Louis or Bellevue or Duluth or Woodland Hills or Irvine or Brunswick or Boca Raton or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$154k-$210k/yr HybridFull Time
7+ YOE2+ MgmtBachelor's degree, active CPA, 7+ years of U.S. tax compliance and consulting experience, including 2+ years managing teams. Requires complex client engagement, multi-state and foreign tax, software, coaching, and project management experience.
2w
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Hair Stylist
Walnut Creek, California, United States
$18-$20/hr OnsiteFull Time
Requires an active state cosmetology license, hair care consultation and education skills, persuasive selling ability, professional client service, time management, and flexibility.
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Team Leader - Finalta Banking
Chicago or San Jose
$128k-$130k/yr OnsiteFull Time
5+ YOERequires 5+ years in banking, financial services, strategy, consulting, or business development; team leadership, analytical, client relationship, project management, and fluent English skills.
1w
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Houston - Senior Executive, Market Development
Houston or Los Angeles or San Francisco or San Jose or Europe or North America
$215k-$280k/yr OnsiteFull Time
8+ YOEBachelor's degree and 8+ years in business development, professional services sales, consultative selling, or client development. Advanced CRM proficiency and frequent overnight travel required.
Salesforce, InterAction, Nexl, Microsoft Dynamics
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