34 client services consultant jobs at 18 companies in Tavares, FL
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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.
Vaco: Provides professional staffing, recruiting, and business consulting services.
3+ YOEBachelor’s degree and at least 3 years of accounting, financial consulting, or audit experience required; public accounting or Big Four experience preferred.
Denver or New Jersey or Orlando or Seattle or Atlanta or Oklahoma City or New York or Tulsa or Philadelphia or New Orleans or Chicago or Boston or Indianapolis or Florida or Detroit or Salt Lake City or Kansas City or Milwaukee or St. Louis
RemoteFull Time
YA Group: Professional services firm specializing in forensic engineering and risk mitigation.
10+ YOEBachelor's in environmental/biological field or equivalent, 10+ years environmental consulting, mold/asbestos/lead and CIH certifications preferred, experience with inspections, sampling, reporting, client relations, and willingness to travel up to 50%.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
0+ YOEBachelor's or equivalent experience (0+ years) OR HS/GED with 3+ years; Producer's License; proficiency with Microsoft Office; consultative client management and multitasking skills.
Ascensus: Administers tax-advantaged retirement and education savings plans.
1+ YOEBachelor's in Finance/Economics/Business, 1–3 years retirement market experience, strong communication and client-service skills, proposal/RFP support, ability to travel up to 20%.
JSI: Provides engineering and consulting services for broadband network providers.
9+ YOE2+ Mgmt7–12 years regulatory and compliance experience in telecom, leadership/supervisory, account management, strong client service, and regulatory analysis skills.
Microsoft Office Suite, SmartSheets, Adobe Acrobat
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
1+ YOERequires 1+ year of customer service or client-facing experience, strong communication, Excel proficiency, analytical problem-solving, project management, and ability to manage multiple implementations.
The Periscope Group: Performs in-home medical necessity assessments for healthcare organizations.
Current PT or OT license, malpractice insurance, ability to lift 30 lbs, reliable transportation to client homes, and proficiency with online portals and mobile devices.
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
Rehmann: A professional advisory firm providing accounting, consulting, and wealth management services.
8+ YOE8+ years of taxation, accounting, and consulting experience; experience with healthcare organizations; CPA or CHBC (desired); strong client service, communication, and technical tax/accounting acumen; business development experience.
Account Manager - Financial Wellness Solutions - Large Corporate and Vertical
Atlanta or Washington or Baltimore or Tampa or Charlotte or Philadelphia or Raleigh or Little Falls or Birmingham or Miami or Orlando
$55k-$120k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEDevelop and maintain long-term client relationships; provide sales/consultative support; travel within territory; collaborate with client services; strong relationship-building and negotiation skills.
Hair Cuttery Family of Brands: Large salon chain offering haircuts and professional hair services.
State barber or cosmetology license, U.S. work authorization (no sponsorship), skilled in cuts/fades/color and client consultation, night/weekend/holiday flexibility, strong guest service skills.
Alabama or Arizona or Colorado or Florida or Georgia or Illinois or North Carolina or Texas or Orlando
$18-$25/hrRemotePart Time
DVM Elite: Strategic growth consultancy for independent medical practices.
3+ YOERequires 3+ years in account management, client success, project management, implementation, consulting support, operations, or similar client-facing work, plus CRM, KPI, communication, organization, and follow-through skills.
Alliance Sales Executive, Associate Director, Microsoft - TMT
Chicago or Palo Alto or Sacramento or San Diego or San Francisco or San Jose or Irvine or Los Angeles or Denver or Stamford or Hartford or Orlando or Miami or Jacksonville or Tallahassee or Tampa or Atlanta or Indianapolis or New Orleans or Baltimore or Boston or Detroit or Minneapolis or St. Louis or Hoboken or Iselin or New York City or Cleveland or Columbus or Portland or Pittsburgh or Philadelphia or Providence or Greenville or Nashville or Memphis or Houston or San Antonio or Austin or Salt Lake City or McLean or Richmond or Seattle or Milwaukee or Washington or United States
$221k-$280k/yrHybridFull Time
EY: Global firm providing audit, tax, and professional consulting services.
10+ YOE10+ years of quota-carrying sales experience in professional services, consulting, technology, or enterprise solutions; TMT client and Microsoft co-sell experience; bachelor's degree required.
Microsoft Azure, Microsoft Power Platform, Microsoft Dynamics 365, Microsoft Modern Work, AI, cloud, data, cybersecurity
HairClub: Provides hair restoration, replacement, and regrowth services.
Active state cosmetology license, strong consultation and client-education skills, time management, professionalism, sales/closing ability, and ability to work a consistent Tue–Sat schedule.
Wellthy: Platform helping families manage logistics for complex caregiving needs.
3+ YOE3+ years experience in employee benefits, client success, HR, healthcare navigation or related field; presentation and relationship-building skills; consultative, service-oriented experience; Google Workspace proficiency.
Senior Mechanical Engineer - CMTA Energy Solutions
Louisville or Dallas or Austin or Orlando or Fort Worth or Charlotte or Houston
OnsiteFull Time
LegenceNasdaq: LGN: Engineering and maintenance services for mission-critical building systems.
5+ YOE5+ years with energy services or consulting/commissioning, ABET-accredited engineering degree, experience leading performance contracts, business development and client relationship skills, knowledge of K-12 design-build procurement.