55 client services consultant jobs at 32 companies in San Marcos, CA
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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.
4d
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Client Relationship Consultant 2 (Banker) - Carlsbad Poinsettia, CA (20hrs)
Carlsbad, 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, and banking product knowledge.
digital products, self-service technologies, E-Verify
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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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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.
3w
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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.
3mo
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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
2mo
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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
3w
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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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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
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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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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
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Financial Consultant – Market Leader
San Diego, California, United States
$250k/yr HybridFull Time
Active life and health insurance license required; experience in financial services or business development preferred; strong communication, self-motivation, client relationship and leadership skills.
2w
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Tax Senior Associate – Private Client Services
La Jolla, California, United States
HybridFull Time
2+ YOEBachelor's in Accounting,2+ years tax compliance/consulting,CPA or enrolled agent (or progress toward),experience with GoSystems or CCH Axcess,excellent communication and mentoring skills.
GoSystems, CCH Axcess
2mo
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Accounting Consultant - Engagement Director
Irvine or Santa Ana or Glendora or Pasadena or Century City or Ontario or Carlsbad
$50-$85/hr OnsiteFull Time
10+ YOE10 years related experience including public accounting; bachelor’s degree required; CPA preferred; mastery of Microsoft Excel and accounting software; prior project and client service management experience; willingness to travel.
Microsoft Excel
2w
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Investment Consultant- San Diego
San Diego, California, United States
$30-$50/hr OnsiteFull Time
Requires active FINRA Series 7; Series 66 (or 63/65) and Life & Health insurance required/obtainable; client-facing financial services or sales experience preferred; strong communication, time management, and influencing skills.
2mo
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Remodeling Project Consultant (Sales)
San Diego, California, United States
$75k-$300k/yr FieldFull Time
High school diploma and CA driver's license required. Proven home sales and customer service experience, familiarity with estimating and construction preferred, strong communication and organizational skills, ability to travel to client homes and lift up to 25 lbs, proficiency with MS Office and CRM/BuilderTrend.
MS Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint, Adobe Photoshop, PDF-XChange, Builder Trend, HubSpot
1mo
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Operations Consultant – Logistics/Freight Forwarding/Customs
Miami or Cincinnati or Cedarburg or Clarksville or Boston or Seattle or Ellicott or Durham or Lawrence or Kansas City or Mooers or San Diego or Atlanta or Minneapolis or Houston
$70k-$100k/yr RemoteFull Time
2+ YOE2+ years logistics or freight forwarding experience; expertise in international freight forwarding, 3PL, warehousing, customs/compliance; project management, client implementations, mentoring; proficiency with Microsoft Office, Salesforce, and JavaScript; willingness to travel internationally.
Magaya, CargoWise, GoFreight, Descartes, Flex Cargo, Microsoft Office, Salesforce, JavaScript
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People Consulting - Organizational Design- Manager-Consulting
Dallas or Boston or New York City or Hoboken or Iselin or Philadelphia or McLean or Washington or Atlanta or Charlotte or Chicago or Minneapolis or Austin or Denver or Houston or Irvine or Los Angeles or Portland or San Diego or San Francisco or San Jose or Seattle
$126k-$231k/yr HybridFull Time
6+ YOE6+ years experience in operating model, org design, strategic workforce planning; bachelor\u0002s degree required; experience leading large-scale projects, analytics, and client advisory; willingness to travel and work hybrid.
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