78 client services consultant jobs at 51 companies in Oceanside, CA
3w
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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
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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Client Services Executive - Strategic Resourcing - Gaming
San Diego or San Francisco or Los Angeles or Orange County or Seattle
$100k-$140k/yr OnsiteFull Time
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.
2w
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Financial Services Consultant
Temecula, California, United States
$70k-$80k/yr RemoteFull Time, Part Time
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.
1mo
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Sr. Director, Client Partner - Retail (PacificSouthwest)
Los Angeles or Orange County or San Diego
$203k-$305k/yr OnsiteFull Time
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
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
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
2mo
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Senior Consultant, Advisory Services - Irvine, California, United States
Irvine, California, United States
$110k-$140k/yr OnsiteFull Time
Experience in strategy/management consulting; client-facing; bachelor’s degree; strong analytical and presentation skills; finance transformation knowledge; travel willingness.
MS Project, Smartsheet
2mo
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Client Relationship Consultant 3 (Banker) - San Marcos, CA
San Marcos, California, United States
$27-$33/hr OnsiteFull Time
4+ YOEHigh school diploma or equivalent; 4+ years customer service and sales experience; NMLS registration required (background and credit check); knowledge of retail banking products, digital channels, and strong communication skills.
NMLS
2mo
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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
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
Advanced scientific degree or equivalent experience; strong client relations, business development, and cross-service collaboration; English fluency; consulting or pharma/biotech experience preferred.
2w
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Client Service Director - Water/Wastewater
Murrieta, California, United States
$157k-$354k/yr HybridFull Time
15+ YOESenior leader with 15+ years experience in consulting/engineering, client relationship leadership, business development, team building, strategic planning, and delivery oversight for water/wastewater projects.
1d
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Medical Spa Sales Consultant
Newport Beach, California, United States
$20-$25/hr OnsiteFull Time
Aesthetic or retail experience desirable; requires consultative selling, client service, multitasking, organization, health and safety knowledge, and professional, compassionate conduct.
2mo
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Banking Industry Client Partner
Aliso Viejo or United States
$150k-$225k/yr RemoteFull Time
12+ YOEBachelor's degree in business, finance, or technology required; MBA preferred. Requires 12+ years in banking/BFSI IT services or consulting, strategic account management, business development, and banking domain expertise.
AI, cloud, data, machine learning
1mo
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Tax Manager - Private Client Services
La Jolla, California, United States
$85k-$150k/yr HybridFull Time
4+ YOEBachelor's in Accounting, CPA or EA required, 4+ years tax compliance/consulting experience in public accounting, experience reviewing complex returns, supervising staff, and client relationship skills.
GoSystems, CCH Axcess
1d
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Retirement Consultant - The Baldwin Group Financial Services
Irvine, California, United States
$110k/yr HybridFull Time
3+ YOEBachelor's degree, Series 65 and state insurance license, and 3–5 years of advisory, client management, and plan management experience preferred. Requires strong communication, analytical, organizational, and relationship-building skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, RPAG, Redtail, Salesforce
3mo
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Tax Experienced Manager, Private Client Services
Los Angeles or Costa Mesa or San Diego
OnsiteFull Time
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
2w
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Senior IT Solution Consultant
Irvine, California, United States
$88k-$118k/yr HybridFull Time
7+ YOEBachelor's or equivalent; 7+ years technology solutions experience in professional services (or 10+ in industry with 1+ in services); proficiency with Microsoft Azure, Active Directory; client-facing consulting and mentoring experience.
Microsoft Azure, Azure Active Directory, Active Directory, Microsoft 365, SharePoint
1mo
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Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yr HybridFull Time
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.
2mo
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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
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
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
4w
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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
5+ YOEBachelor's degree,5+ years trustee services or investment industry experience,experience with high-net-worth clients,strong communication and organizational skills,CTFA/CFP/ChFC preferred.
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