41 client services consultant jobs at 25 companies in Springtown, TX
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Sr Manager, Technology Consultant- Advisor Services
San Francisco or Westlake or Orlando
$95k-$157k/yrRemoteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
7+ YOE7+ years in technology consulting or operations in financial services/RIA space; experience with RIA technology stacks, integrations, project management, and client communications.
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.
World Wide Technology: Global technology solutions provider and systems integrator.
10+ YOE10+ years consultative services sales experience, Bachelor\u0002s/Master\u0002s or equivalent, reside near Dallas or Houston, strong negotiation, analytical, PM and communication skills.
Managed Services Consultant, Network Security - Night Shift Sat.
Irving, Texas, United States
OnsiteFull Time
Check Point Software TechnologiesNASDAQ: CHKP: Provides network, cloud, and mobile cybersecurity solutions.
3+ YOECCSA required, 3+ years managing Check Point NGFW environments, IPSEC VPN experience, strong TCP/IP troubleshooting, client-facing skills, on-call participation, authorized to work in the U.S.
Check Point security platform, NGFW, IPS, UTM, DLP, VPN, Web Filtering Appliances, IPSEC, TCP/IP, Check Point Maestro, Check Point VSX, Cisco ASA, Palo Alto, Fortigate
Circana: Providing market research and consumer behavior analytics solutions.
3+ YOERequires data experience, analytical and problem-solving skills, project management, strong written and verbal communication, client consultation, and preferably a bachelor's degree; 3–5+ years preferred.
Unify Dimension Builder, Microsoft Excel, Unify Reporting, Genius Script
Circana: Provides predictive analytics and data insights for consumer markets.
3+ YOERequires data and analytical expertise, client communication, problem-solving, project management, multitasking, consultative skills, and preferably a bachelor's degree; 3–5+ years and CPG experience are a plus.
Unify Dimension Builder, Microsoft Excel, Unify Reporting, Genius Script
Circana: Provides consumer behavior data and predictive analytics solutions.
3+ YOERequires data experience, analytical and problem-solving skills, strong written and verbal communication, project management, client consulting, and multitasking; 3–5+ years and a bachelor's degree preferred.
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%.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOE5+ years creating communication strategies, experience in employee benefits/financial services preferred; client consultation experience; FINRA Series 6/7/63 preferred (or required within 90 days); travel up to 25%.
Monument Software: Cloud-based management platform for the self-storage industry.
3+ YOE3+ years CSM or consultant experience in B2B SaaS, strong project management across implementations, hands-on technical aptitude with APIs and data migrations, AI-forward tooling, financial analysis and executive communication skills.
NakedMD: Provides medical aesthetic treatments including injectables and clinical facials.
Consultative selling in an aesthetic setting, achieving sales targets, strong client service and organizational skills, open availability including Fridays and Saturdays; prior aesthetic or retail experience preferred.
Financial Services Representative - State Farm Agent Team Member
Fort Worth, Texas, United States
OnsiteFull Time
Mike Brewer State Farm Agent: A State Farm agency providing insurance and financial services to customers in the Fort Worth area.
3+ YOE3+ years in financial services; consult clients on financial planning, portfolio management, and product recommendations; maintain regulatory compliance. FINRA Series 7 and 63 preferred; strong analytical and communication skills.
GartnerNYSE: IT: Provides research and advisory services for business leaders.
5+ YOE5+ years ERP Cloud consulting experience (Oracle, Workday, or SAP), MBA preferred, experience leading teams and delivering full life-cycle ERP Cloud implementations, strong client management and problem-solving skills.
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/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
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
United States or Greenwood Village or Houston or Boulder or Little Rock or Addison
$197k-$255k/yrFieldFull Time
NetAppNASDAQ: NTAP: Sells enterprise data storage and cloud management software.
3+ YOE3+ years services or consulting sales experience desired; BS/BA or equivalent with 5+ years experience; quota-bearing sales, travel for client meetings, Microsoft Excel/PowerPoint, executive presentation and SOW/contracting skills.
Marshall & Stevens: Provides independent valuation, transaction advisory, and litigation support services.
ASA credential in Machinery & Technical Specialties (completed or in progress), experience in M&E valuation, client engagement management, travel for site visits, strong communication and leadership skills.
GA Group: Provides asset valuation and financial advisory services to businesses.
6+ YOEBachelor's in accounting/finance,6+ years public accounting or transaction advisory,direct Quality of Earnings experience,project management and client relationship skills,CPA preferred,expert Excel and financial modeling.
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
13+ YOE13+ years in travel/aviation with 10+ years client-facing/presales, bachelor's/master's degree, hands-on GDS/CRS and DCS experience, strong airline operations and CX expertise, executive communication and solution storytelling.
Managed Services Revenue Cycle - Pre Access - Senior Manager
Atlanta or Grand Rapids or Indianapolis or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Louisville or Birmingham or San Antonio or Albany or Tampa or Toledo or Austin or Tulsa or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Phoenix or Pittsburgh or Portland or Houston
$124k-$280k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
6+ YOEBachelor's degree and 6+ years of experience; strong financial statement analysis, forecasting/modeling, systems thinking, team leadership, and client-facing consulting skills.