57 client services consultant jobs at 24 companies in Thomaston, 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.
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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
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
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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.
5d
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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)
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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
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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
2d
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Financial Consultant (Connecticut)
Greenwich, Connecticut, United States
HybridFull Time
Entrepreneurial, self-motivated candidate with strong communication skills and interest in financial services, wealth management, or business development. Sales, finance, or client service experience is preferred but not required.
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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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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.
3mo
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Accounting Consultant – Engagement Director
West Hartford or Shelton
HybridFull Time
10+ YOE10 years of relevant experience including public accounting; bachelor's in accounting/finance/business required; mastery of Microsoft Excel and accounting software; CPA preferred; project management and client service experience preferred.
Microsoft Excel
20h
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Planning Consultant - West Hartford, CT
West Hartford, Connecticut, United States
OnsiteFull Time
2+ YOERequires Series 7 and 66 licenses with state registrations, or ability to obtain Series 66 after hire, plus 2+ years of financial services experience and strong financial planning and client relationship skills.
Salesforce, Glance
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Risk, Performance & Attribution Consultant - Officer
Burlington or Berwyn or Stamford or Princeton or Boston or Clifton
$70k-$119k/yr OnsiteFull Time
Experience implementing risk and attribution solutions; strong SQL, FIX, and reporting skills; excellent client service and project delivery ability.
SQL, FIX, Crystal Reports
2mo
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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/yr OnsiteFull Time
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
6d
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Account Executive, Private Client Group
Glastonbury, Connecticut, United States
$52k-$100k/yr RemoteFull Time
3+ YOERequires 3+ years of high-net-worth personal lines experience, a Property & Casualty Insurance License, strong consultative selling and client service skills, and proficiency with Microsoft Office, agency systems, carrier platforms, and AI tools.
Microsoft Office, Applied EPIC
1mo
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Director, Absence, Disability Management and Life Insurance (ADML)
Boston or New York or Philadelphia or Stamford or Short Hills or Pittsburgh or Cleveland
$120k-$160k/yr OnsiteFull Time
7+ YOE7+ years designing/managing large group disability plans, strong financial and analytical skills, project leadership, client relationship management, bachelor’s degree required, state life and health license within 90 days, availability to travel ~15%.
Microsoft Excel, Microsoft PowerPoint
1mo
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Commercial Lines Insurance Customer Service Consultant (Credit Union)
Farmington, Connecticut, United States
$56k-$67k/yr HybridFull Time
3+ YOEHigh school diploma, active property & casualty (P&C) license, 3+ years insurance sales or customer service experience, 1+ year commercial P&C experience, strong communication, attention to detail, and ability to manage client retention and cross-sell.
1mo
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Financial Services - Customer Tax Operations and Reporting - Tax Manager
New York or Chicago or Los Angeles or Boston or Dallas or San Francisco or Seattle or Hoboken or Iselin or Jericho or Stamford or McLean
$104k-$235k/yr HybridFull Time
4+ YOEBachelor's degree, 4+ years tax consulting/operations experience, licensed attorney or CPA, ability to interpret tax code, lead teams, client-facing and travel experience.
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Enterprise Manager - Life Sciences
Seattle or Chicago or Hartford or Boston or Austin or Tampa or Philadelphia or Hoboken or Salt Lake City or Providence or Portland or Atlanta or Raleigh or Nashville or Newark or Columbus or Phoenix
RemoteFull Time
3+ YOE3+ years client services/consulting/customer success in life sciences, experience with pharma clients, strong communication, data analysis, and organizational skills; BS/BA required.
Tableau, Microsoft Excel, Salesforce, CRM
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