91 client services consultant jobs at 39 companies in Stallings, NC
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Client Outreach Consultant
Dallas or Charlotte or Frisco
$72k-$78k/yr HybridFull Time
2+ YOERequires 2+ years of experience, client outreach and financial services skills, Series 6 or 7 and Series 63 registrations, and a Life and Health Insurance license within 120 days.
AI
1d
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Client Experience Consultant - Wealth Planning
Fort Mill or Charlotte
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent education and experience, 3+ years in customer experience, client service, advisor support, onboarding, or financial services, plus presentation and professional communication experience.
1d
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Client Experience Consultant - Wealth Planning
Fort Mill or Charlotte
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent education and experience, 3+ years in customer experience, client service, advisor support, onboarding, or financial services, plus presentation and professional communication experience.
1mo
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
1mo
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Client Executive - Financial Services
Charlotte, North Carolina, United States
OnsiteFull Time
8+ YOE8+ years building and scaling Financial Services accounts, experience in consulting/professional services, strong sales and account management, stakeholder mapping, commercial execution, and executive engagement.
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
3mo
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Portfolio Client Partner
Atlanta or Tampa or Charlotte
$126k-$179k/yr OnsiteAll Commitments Available
5+ YOE5+ years client-facing consulting/IT services experience; manage P&L >$10M; portfolio/relationship management; strong client mgmt; cross-functional collaboration.
Google Workspace, Google Mail, Calendaring, Shared Drives
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
1w
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Government Services Energy Client Marketing Manager
Ridgeland or Troy or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Boston or Austin or Kalamazoo or Denver or Fort Worth or Atlanta or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Anchorage or Jacksonville or Boulder or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Brentwood or Jackson or Arcadia or Alturas or Fort Myers or Forest or Clearwater or Greenville or Asheville or Boone or Aiken or Columbia or Belzoni or Amory or Chiefland or Edwards
$90k-$100k/yr OnsiteFull Time
5+ YOEBachelor’s degree in a relevant business or communications field and 5+ years in marketing operations, strategic marketing, or management consulting. Microsoft Office proficiency required; Spanish preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Senior Associate, Client Service Manager
Charlotte, North Carolina, United States
OnsiteFull Time
Experience in asset management, retail investment, or financial services consulting; client servicing expertise; cross-functional coordination; strong communication and organizational skills; proficiency in Excel, PowerPoint, Word, and CRM tools.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Salesforce, Client360
3d
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Strategic Client Success Manager - Time, Legal
North Carolina or Charlotte or New York City or United States
HybridFull Time
8+ YOE8+ years in client success, solution advisory, or consulting for professional services firms; expertise in Intapp Time or Billstream; enterprise account management; consultative communication; change management; bachelor's degree required.
Intapp Time, Billstream, Intake, Conflicts, Terms, Walls, Elite 3e, Aderant
22h
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Client Relationship Manager- Banking & FS
Charlotte, North Carolina, United States
$160k-$175k/yr HybridFull Time
10+ YOERequires 10+ years in client-facing consulting or IT account management within banking and financial services, $15M+ P&L management experience, strong executive communication, and a bachelor's degree.
4d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
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
2d
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Wholesale Client Engagement Associate
Atlanta or Charlotte
OnsiteFull Time
3+ YOECollege degree or equivalent; 3–5 years in consulting, business management, or financial services; advanced Microsoft Office proficiency; strong data presentation, analytical, organizational, and stakeholder skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft SharePoint, Microsoft Forms
1mo
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Client Support Specialist - Greater Charlotte, NC Area (REMOTE)
Charlotte or Huntersville or Charlotte or Ballantyne
RemoteFull Time
2+ YOERequires Series 7, 2–3 years of financial services experience, financial planning knowledge, customer service and problem-resolution skills, technological savvy, and consultative communication abilities.
2d
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Client Sales Executive (Accounting & Finance)
United States or Charlotte or Raleigh or Atlanta or Phoenix or Texas
$75k-$90k/yr RemoteFull Time
Experience selling professional staffing, search, consulting, or adjacent professional services; finance leadership sales credibility; new business acquisition, relationship-building, pricing, and margin judgment; bachelor's degree or applicable experience.
1w
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Retirement Service Consultant
Dresher or United States or Newark or Philadelphia or Minneapolis or Denver or Dallas or Boston or Houston or Charlotte or Tampa or Chicago or Atlanta
$40k-$60k/yr RemoteFull Time
1+ YOEBachelor’s degree or equivalent experience, 1–3 years of direct client experience, financial services systems knowledge, Microsoft Office proficiency, retirement plan expertise, communication, analytical, project management, and leadership skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint
1mo
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Investment Consultant, Specialist
Charlotte or Malvern
HybridFull Time
5+ YOEFive years of financial services or client services experience preferred; undergraduate degree or equivalent required. CFA or CFP preferred. Regulatory license or registration required based on duties.
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