96 client services consultant jobs at 39 companies in Shelton, CT
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Client Service Consultant II
Thomaston, Connecticut, United States
$23-$34/hr OnsiteFull Time
Respond to digital correspondence, process deposit and loan account applications, initiate outbound client calls, assist clients with digital banking, support escalations, and ensure compliance with BSA/Patriot Act/OFAC.
1mo
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Client Services Executive, Northeast
Stamford or Washington D.C. or Baltimore or Hoboken or New York
$100k-$150k/yr HybridFull Time
8+ YOEBachelor's required (MBA preferred),8+ years delivering large-scale consulting/professional services,strong executive communication,negotiation,strategic thinking,and willingness to travel ~25–50%.
1mo
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Branch Banking Client Consultant I- Float
Yonkers, New York, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school/GED required; 0+ years customer service or sales experience; ability to process transactions accurately, follow compliance, deliver client service, and support branch sales goals.
1mo
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Senior Health & Benefits Consultant
New York City or Boston or Morristown or Philadelphia or Norwalk
HybridFull Time
4+ YOEBA/BS,4+ years experience in health and benefits consulting, strong financial acumen, advanced Microsoft Excel skills, client advisory and project management experience.
Microsoft Excel
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
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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
4d
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Associate Vice President – Client Development, Environmental Services
United States or New York City or Neptune or Guilford or Florham Park
HybridFull Time
15+ YOE10+ MgmtBachelor's degree or equivalent; 15+ years in environmental consulting, A/E/C, or a relevant industry; 10+ years in business development and client relationship building; multidisciplinary collaboration and strong organizational skills.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Client Partner - Commercial Life Science (1287)
Westchester or Connecticut or New York or New Jersey or Berkeley Heights
$158k-$205k/yr HybridFull Time
7+ YOERequires 7–10+ years in consulting or technology services, life sciences/pharmaceutical/biotechnology experience, senior client interaction, consulting expertise, global team coordination, business development, and an MBA or relevant advanced degree.
Axtria DataMax, Axtria InsightsIQ, Axtria SalesIQ, Axtria MarketingIQ, Artificial Intelligence, Machine Learning
3d
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Client Service Associate
Windsor, Connecticut, United States
$65k-$90k/yr HybridFull Time
1+ YOEBachelor’s degree or relevant experience; 1–3 years in investment consulting or financial services; Microsoft Suite proficiency and broad investment knowledge. CRM, Advent Axys, Adobe, and custodial portal experience preferred.
Microsoft Suite, CRM, Advent Axys, Adobe, DTC, ACAT, AI
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Senior Director, Client Service
Chicago or Atlanta or Norwalk or Boston or Detroit
$125k-$170k/yr HybridFull Time
10+ YOEBachelor's degree required; 10+ years in market research, media analytics or insights consulting with experience leading teams, media effectiveness research, commercial account growth and executive client advisory.
4d
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Client Service Associate
Windsor, Connecticut, United States
$65k-$90k/yr HybridFull Time
1+ YOEBachelor’s degree or relevant experience, 1–3 years in investment consulting or finance, Microsoft Suite proficiency, investment knowledge, communication, organization, and problem-solving skills.
Microsoft Suite, CRM, Advent Axys, Adobe, AI
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
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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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
2mo
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Principal Consultant
Hong Kong or Sydney or Singapore or Windsor
HybridFull Time
10+ YOEBachelor's degree required, 10+ years client experience in financial services, SME in investment management and fund accounting, knowledge of back-office workflows, Geneva/SS&C Recon experience preferred, strong communication and project skills, APAC market knowledge.
Geneva, SS&C Recon
3mo
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Associate Managing Consultant, Advisors & Consulting Services (S&T) – Fraud and Authorizations Focus
Arlington or Boston or Chicago or Purchase
$118k-$176k/yr OnsiteFull Time
Undergraduate degree; experience in consulting, corporate strategy, business intelligence, fraud operations, or product management; strong communication in English; ability to travel; ability to work with clients and manage projects.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Sales Consultant $65,000-$100,000 yearly
Lake Grove, New York, United States
$65k-$100k/yr OnsiteFull Time
Consultative selling and strong customer service skills; ability to meet sales goals, work retail hours (evenings, weekends, holidays), build client relationships; U.S. work authorization required; sales experience helpful but not required.
1mo
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Design Consultant
Huntington, New York, United States
$70k-$100k/yr FieldFull Time
Meet clients in-home, create design solutions, close sales, manage schedule, work weekends, reliable local transportation, strong people and communication skills; prior sales/hospitality/customer-service background preferred.
2d
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Financial Consultant (Connecticut)
Southport, Connecticut, United States
HybridFull Time
Entrepreneurial, self-motivated candidates with strong communication skills and interest in financial services, wealth management, or business development. Prior sales, finance, or client service experience is a plus.
1mo
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Financial Consultant
Hamden or Providence
HybridFull Time
3+ YOE3+ years financial services experience; Series 7 and Series 63 completed within 120 days of start; life and health insurance license required within 120 days; university degree preferred; strong client relationship and financial planning skills.
1mo
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Client Support Specialist - Greater Tri- State Area (REMOTE)
New York City or Roslyn or Garden City or Fairfield or Lake Grove or Plainview or Stamford or Greenwich or Chappaqua or Scarsdale or Connecticut
$44k-$80k/yr RemoteFull Time
2+ YOERequires Series 7, 2–3 years of financial services experience, customer support and problem-resolution skills, financial planning knowledge, technological proficiency, and consultative communication skills.
Series 7, Series 63
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