43 client services consultant jobs at 19 companies in Westfield, MA
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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.
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
1d
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Client Service Associate
Windsor, Connecticut, United States
$65k-$90k/yr HybridFull Time
1+ YOEBachelor’s degree or relevant experience; 1–3 years in investment consulting or financial services; Microsoft Suite proficiency and broad investment knowledge. CRM, Advent Axys, Adobe, and custodial portal experience preferred.
Microsoft Suite, CRM, Advent Axys, Adobe, DTC, ACAT, AI
2d
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Client Service Associate
Windsor, Connecticut, United States
$65k-$90k/yr HybridFull Time
1+ YOEBachelor’s degree or relevant experience, 1–3 years in investment consulting or finance, Microsoft Suite proficiency, investment knowledge, communication, organization, and problem-solving skills.
Microsoft Suite, CRM, Advent Axys, Adobe, AI
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)
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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
1mo
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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.
2mo
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Package Consultant 2
Hartford or Indianapolis or Raleigh or Richardson or Tempe or United States
OnsiteFull Time
Experience with Oracle CX/Fusion Service Cloud, Service Request and Knowledge Management, Groovy scripting, webservices integration, ERP/ERP package customization, and delivering client-facing implementations; bachelor\u0002s degree or equivalent required.
Oracle CX Cloud, Fusion Service Cloud, Oracle Service Cloud, Digital Customer Service, Oracle Customer Relationship Management, Application and Page Composer, Groovy Scripting, Redwood UX, Visual Builder, Webservices, ETL
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
4d
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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
1w
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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
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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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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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Regional Business Development Leader - Water, Environment Consulting Services
Portland or Boston or Andover or Canton or Northampton or Providence or Middletown
$185k-$260k/yr RemoteFull Time
15+ YOEBachelor's or equivalent, 15+ years public-sector business development/sales leadership in water/environmental markets, proven team leadership, strategic pursuit and client relationship skills.
3w
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Therapist (LCSW, LICSW, LMHC, MHC, LMFT)
Arlington or Auburn or Boston or Brookline or Cambridge or Canton or Chelmsford or Concord or Danvers or Easton or Framingham or Groton or Hopkinton or Lexington or Lynnfield or Mansfield or Medford or Medfield or Milford or Newton or Needham or North Andover or Northborough or Norwell or Norwood or Plymouth or Quincy or Raynham or Stoneham or Waltham or Wellesley or Weymouth or Woburn
$75k-$100k/yr HybridFull Time, Part Time
Licensed therapists provide outpatient mental healthcare through in-person and telehealth sessions, with clinical documentation, case consultation, and client treatment responsibilities.
EMR
1w
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Financial Representative with Business Development Focus
West Hartford, Connecticut, United States
$86k-$98k/yr OnsiteFull Time
Bachelor's degree preferred; financial services, insurance, or business development experience beneficial but not required. Requires strong communication, analytical, relationship-building, and client consultation skills.
1w
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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/yr HybridFull Time
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
2w
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Employee Benefits Account Manager
Cheshire, Connecticut, United States
$75k-$85k/yr HybridFull Time
3+ YOERequires 3+ years of employee benefits account management, consulting, or client service experience; renewal, enrollment, administration, and carrier marketing expertise; Microsoft Office proficiency; and strong communication and organizational skills.
Microsoft Office Suite, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Zywave
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