49 client services consultant jobs at 22 companies in Winters, CA
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Client Services Manager - Distribution Market Sector
Walnut Creek or United States or North America
$117k-$191k/yr HybridFull Time
10+ YOESenior client leader with minimum 10 years in environmental engineering/consulting, bachelor\u0002s degree required, experience in business development, pursuit leadership, and client portfolio management.
2mo
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Wealth Client Management Consultant
Sacramento or Roseville
$75k-$90k/yr OnsiteFull Time
5+ YOE5+ years client service experience in brokerage, investment advisory, or financial services; four-year college degree or equivalent; advanced Microsoft Office skills; strong communication, analytical, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF Editor
1w
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Remote Client Experience Consultant (Independent)
American Canyon, California, United States
RemoteContract
Strong communication, organization, multitasking, customer service, independent time management, email and online research proficiency, basic computer skills, and reliable internet and computer access; experience is beneficial but not required.
email
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Client Relationship Consultant 2 (Banker) - Orinda, CA
Orinda, California, United States
$25-$30/hr OnsiteFull Time
3+ YOEHigh school diploma or equivalent and typically 3–4 years of job-related retail banking experience or equivalent training; requires client communication, relationship-building, banking product knowledge, and NMLS registration.
digital products, self-service technologies
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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
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Senior Client Manager
Walnut Creek, California, United States
$84k-$163k/yr HybridFull Time
5+ YOE1+ MgmtBachelor's with 5+ years client service/claims experience or HS/GED with 10+ years; 1+ year supervisory experience; strong communication, financial acumen, and consultative skills.
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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
2d
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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
3d
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Event Consultant
Sonoma or Torrance
$30-$35/hr OnsiteFull Time
Customer service, sales, event coordination, hospitality, or related client-facing experience; strong communication, organization, and multitasking skills; computer proficiency; weekend availability; reliable commute to Torrance.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Zoom
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Consulting Actuary - EB Consulting
Portland or Irvine or Walnut Creek or Seattle or New York or Little Falls Township
$161k-$365k/yr HybridFull Time
20+ YOE10+ Mgmt20+ years employer health actuarial experience, 10+ years consulting leadership, ASA or MAAA designation, bachelor\u0002s degree, multiemployer plan expertise, strong client management and business development skills.
2mo
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Investment Consultant - Davis, CA
Davis, California, United States
$30-$50/hr OnsiteFull Time
Requires active Series 7, Series 66 (63/65), and Life & Health insurance licenses (may be obtained conditionally); outbound client calling, needs-based analysis, and business development; 2 years financial services experience preferred.
1d
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Tax Experienced Associate - Private Wealth/Private Client Services
Santa Clara or San Francisco or Rancho Cordova or Walnut Creek or San Jose or Sacramento or United States or New York City or London or Los Angeles or Chicago or Boston
$83k-$109k/yr OnsiteFull Time
1+ YOEFour-year degree, eligibility for CPA, law license, or enrolled agent credential, and one year of tax compliance and consulting experience. Requires Microsoft Suite skills and strong analytical, communication, and collaboration abilities.
Microsoft Suite
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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
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Environmental Services Regional Global Practice Manager
Brea or San Diego or Walnut Creek or Los Angeles
$145k-$535k/yr OnsiteFull Time
10+ YOEBachelor's in an environmental-related field and 10 years consulting experience; expert client/business development and project management skills; proposal, budgeting, contract negotiation, leadership, and Microsoft Project experience required.
Microsoft Project
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Lash Technician - Esthetician / Cosmetologist
Folsom, California, United States
OnsiteFull Time, Part Time
2+ YOEActive esthetician or cosmetology license, minimum 2 years professional eyelash extension experience, proficiency in classic/hybrid/volume techniques, strong consultation and client service skills.
1mo
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Lead Patient Care Coordinator
Sacramento, California, United States
$24/hr OnsiteFull Time
4+ YOE4+ years consultative or luxury sales experience, leadership/coaching ability, weekend and evening availability, strong communication and client-service skills.
1w
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Hair Stylist
Walnut Creek, California, United States
$18-$20/hr OnsiteFull Time
Requires an active state cosmetology license, hair care consultation and education skills, persuasive selling ability, professional client service, time management, and flexibility.
3d
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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
2d
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Credit Solutions Advisor - Antioch
Antioch, California, United States
$26-$31/hr OnsiteFull Time
2+ YOERequires 2 years of mortgage origination or equivalent consultative sales experience, high school diploma/GED, strong client communication, financial analysis, customer service, and compliance skills.
Microsoft applications
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