75 client services consultant jobs at 37 companies in Temple, PA
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Service Specialist - Implementation Client Consultant
West Henrietta or St Petersburg or Allentown or Phoenix or Cincinnati
$22-$30/hr OnsiteFull Time
Provide customer service for Paychex products via phone/email/chat, maintain product knowledge, meet SLAs, document interactions, perform data entry, identify process improvements; payroll experience, bachelor's degree, HRIS/Salesforce familiarity preferred.
HRIS, Salesforce, Flex, Core Advanced, ORS, iCIMS
2w
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Associate, Client Transitions
Potomac or Atlanta or Newtown Square
$63k-$70k/yr HybridFull Time
1+ YOEBachelor’s degree required; 1–3 years preferred in financial services, operations, project coordination, consulting, analytics, or client-focused work. Strong organization, communication, analytical, and project management skills required.
Microsoft Excel, Microsoft 365, Microsoft Copilot, ChatGPT
3d
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Senior Energy Consultant
Pittsburgh or Aston or Chicago or Minnetonka or Ohio or Illinois or Pennsylvania
RemoteFull Time
5+ YOERequires 5+ years in consultative sales, account management, business development, financial services, insurance brokerage, energy consulting, or related client-facing work, plus relationship, communication, presentation, organizational, and independent-work skills.
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)
2w
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Client Executive, Key Markets
Chicago or Atlanta or Bethlehem or Boston or Holmdel or New York City or Plano
$103k-$168k/yr HybridFull Time
Bachelor's degree or equivalent experience; significant PEO, employee benefits, insurance, HR services, or consultative account management experience; strong strategic, analytical, negotiation, and relationship skills.
Microsoft Office, Salesforce, Tableau
2w
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Claims Consultant
Media, Pennsylvania, United States
$33-$44/hr HybridFull Time
Strong organization, communication, client service, documentation, and Microsoft Office skills required. Insurance claims or operations experience and an associate's or bachelor's degree are valuable additions.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, EPIC, AMS360
3w
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Behavior Consultant - Children's Integrated Community Services - Days/ Evenings
Lancaster or York
FieldFull Time
1+ YOEMaster's degree in applied behavior analysis or related field with ABA certificate, 1 year of ABA experience, behavioral specialist license, driver's license, and ability to travel between clients.
Electronic Medical Records (EMR)
3d
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Investment Consultant - Warrington, PA
Warrington, Pennsylvania, United States
OnsiteFull Time
FINRA Series 7 and 66 licenses with state registrations, or ability to obtain Series 66 after hire; investment knowledge, financial planning, consultative communication, relationship-building, and client service skills required.
Fidelity’s planning tools
1mo
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Sr Mgr, Supplier Services
Bentonville or Wayne
$102k-$285k/yr OnsiteFull Time
8+ YOE8+ years consulting and data analytics experience; bachelor's degree required, master's preferred; strong project management, analytical, and client relationship skills.
3d
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Retirement Consultant
Berwyn or New York
$92k-$120k/yr OnsiteFull Time
4+ YOERequires 4 years of financial services experience or 2 years in defined contribution, with a bachelor's degree preferred. Requires retirement plan knowledge, client management, communication, negotiation, confidentiality, and frequent travel.
1mo
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Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)
Philadelphia or Villanova or Bucks County or Wilmington or Marlton or Warrington or King of Prussia
$44k-$80k/yr RemoteFull Time
2+ YOESeries 7 required; Series 63 preferred. Requires 2–3 years in financial services, financial planning knowledge, customer service and problem-resolution skills, consultative ability, and technological adaptability.
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
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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.
1w
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Director, Solutions - Patient Support Services
East Norriton or United States or Pennsylvania or Philadelphia
$148k-$222k/yr RemoteFull Time
5+ YOEBachelor’s degree, 5+ years in pharmaceutical patient support services, strong client-facing communication, stakeholder relationship management, consulting, problem-solving, organization, and complex data interpretation skills.
Virtual-How Network (VHows)
1mo
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Investment Consultant, Specialist
Malvern or Charlotte
HybridFull Time
5+ YOE5+ years financial services or client services experience preferred; undergraduate degree (graduate preferred); CFA or CFP preferred; regulatory license/registration required; strong communication and analytical skills.
1mo
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Financial Services Representative - State Farm Agent Team Member
Conshohocken or Philadelphia
$70k-$90k/yr OnsiteFull Time
Required life & health insurance license, FINRA Series 6 and 63 (or equivalent); Series 65 preferred. Proven success in financial services or insurance sales, consultative selling, strong communication, and client relationship skills.
2mo
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Accounting Consultant-Engagement Director
King of Prussia, Pennsylvania, United States
HybridFull Time
10+ YOE10+ years relevant experience including public accounting, bachelor’s in accounting/finance/business required, mastery of Microsoft Excel, experience with accounting software, CPA preferred, project and client service management experience.
Microsoft Excel
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
3mo
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Service Project Consultant
North Wales, Pennsylvania, United States
OnsiteFull Time
1+ YOE1-3 years selling in home remodeling; strong sales, negotiation, and client-follow-up; contract understanding; financing knowledge; valid driver’s license; clean vehicle; strong communication and multitasking.
CRM, Dataforma, Microsoft Office
1mo
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SAP SD Senior Consultant
Newtown Square, Pennsylvania, United States
HybridFull Time
Expertise in SAP SD with 3+ full lifecycle implementations, team lead experience, strong analytical and client-service skills, and a 4-year degree in a related discipline.
SAP SD
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