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1439 client services consultant Jobs

  • Mavens
    Salesforce Consultant (Client Services)
    Boston, MA
    $32K - $60K (Glassdoor est.)
    Easy Apply
    12d
    Location: Mavens is a remote organization open to candidates located anywhere in the US

  • Plante Moran Logo4
    Accounting Consultant- Client Services
    Southfield, MI
    $30K - $56K (Glassdoor est.)
    5d

    Make your mark. Go beyond the numbers, do something different by developing rapport with clients and making a …

  • QuickPivot Logo3.3
    Managed Services Consultant
    Boston, MA
    $36K - $65K (Glassdoor est.)
    14d
    : The Managed Services Consultant functions as part of a team that supports services engagements for key clients…The individual has strong client-facing skills and is highly organized. …The Managed Services Consultant works to deliver high quality services
  • Senior Tax Consultant or Manager (Private Client Services)
    Colorado Springs, CO
    Easy Apply
    6d
    Definition As a Senior Tax Consultant or Manager for our Private Client Services department at Stockman Kast Ryan… · Organized, with strong time management skills · Dedication to exceptional client service · Desire to work directly with clients independently and in an advisory capacity…
  • Tully Rinckey PLLC Logo4
    Client Services Associate
    Albany, NY
    $11 - $16 Per Hour(Glassdoor est.)
    1d
    : Use inside sales, client development, customer service, and business development skills to educate potential clients… on the firm’s attorneys, legal services, and practice areas; Document and log potential clients in a CRM database; Facilitate consultations with attorneys; Take payments and draft…
  • Afni Logo3.1
    Service Consultant
    Tucson, AZ
    $17K - $42K (Glassdoor est.)
    Easy Apply
    8d
    Service Consultant 7810 East Escalante Rd. …As an Insurance Service Consultant, you will be responsible for researching, analyzing, and resolving incoming customer inquiries regarding billing, coverage or policy changes and service
  • TBK Bank, SSB Logo4.5
    Client Services Associate (part-time)
    Canton, IL
    $10 - $15 Per Hour(Glassdoor est.)
    8d
    We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. …Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm…
  • Retirement Plan Client Services Associate
    Midlothian, VA
    Easy Apply
    6d
    Retirement Plan Client Services Associate As a boutique firm with deep capabilities, our reach is global and our passion for helping our clients achieve their goals is steadfast…ACG Advisory Services is the wealth management division of ACG. …Our clients are business owners, individuals and endowments…
  • Plante Moran Logo4
    Client Services Assistant
    Southfield, MI
    $9 - $13 Per Hour(Glassdoor est.)
    5d
    Our integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. …Previous investment industry and administrative experience preferred Ability to work in a fast-paced environment Strong client service orientation This position may require some local and national travel. …
  • Insight Performance Logo3.9
    Senior Client Services Officer at Pension Reserves Investment Management Board
    Boston, MA
    Easy Apply
    19d
    Senior Client Services Officer Pension Reserves Investment Management Board (PRIM…) seeks a Senior Client Services Officer. …Reporting to the Director of Client Services, the Senior Client Services Officer will support the day-to-day management…
  • Senior Client Service Associate
    Seattle, WA
    Easy Apply
    19d
    At Coldstream Wealth Management, we’re looking for an experienced Senior Private Client Service…This position has the opportunity for career advancement within client service/team operations and/or relationship management…
  • Gordon Flesch Company Logo3.2
    IT Services Consultant
    Chicago, IL
    $24K - $59K (Glassdoor est.)
    Easy Apply
    6d
    Elevity is one of the largest and most capable technology service providers in the Midwest…We aspire to elevate our clients
  • Ascensus Logo3.3
    Retirement Service Consultant
    Denver, CO
    $29K - $69K (Glassdoor est.)
    24h
    The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage…The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning…
  • SmartBug Media Logo4.8
    VP, Client Services (Remote)
    United States
    Easy Apply
    23d
    Position Overview: The VP of Client Services will lead SmartBugs client services and consulting practice and will be intensely focused on delivering world-class results for our clients as well as growing and developing…, and mentor of the Client Services team Work closely with department heads to ensure visibility to support required to deliver world-class consulting Establish, support, and deliver annual and quarterly…
  • Ascensus Logo3.3
    Client Service Associate
    Dresher, PA
    $13 - $20 Per Hour(Glassdoor est.)
    24h
    We are looking for client-focused talent who have service as part of their DNA, rather than just part of a job…: The Client Service Associate is responsible for delivering exceptional customer service to participants of retirement plans as part of the Participant Services
  • Client Service Associate
    Pittsford, NY
    Easy Apply
    9d
    The function of a Client Service Associate is to specialize in meeting preparation… applications, communicate status updates to clients via status updates and ensure completion of the underwriting process and policy delivery o Process all insurance service work for The Schwartzbeck Financial…
  • Sr. Client Services Associate, Investments - Seattle Office Only
    Seattle, WA
    Easy Apply
    5d
    Client Services Associate is responsible for ensuring compliance… and resolving service transactions using thorough research Follow up with clients verbally and in writing to obtain required…
  • Keste Logo3.9
    Support Services Consultant
    Plano, TX
    $35K - $62K (Glassdoor est.)
    23d
    Support Services Consultant interRel Consulting/ sister company of Keste, LLC is seeking qualified candidates with strong EPM…/BI technical experience for the position of Support Services Consultant in our Vision Practice…
  • CBRE Logo3.9
    Real Estate Client Services Team Lead
    Radnor, PA
    $13 - $20 Per Hour(Glassdoor est.)
    15d
    JOB SUMMARY Maximizes the efficiency and delivery of services to clients by planning, scheduling, and overseeing the marketing and sales support functions for a team… to continuously improve client services, operational efficiencies, teamwork and the professional image of CBRE…
  • Raymond James Financial Logo3.8
    Registered Client Service Associate-Beachwood, OH
    Cleveland, OH
    $10 - $15 Per Hour(Glassdoor est.)
    5d
    Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…
  • Raymond James Financial Logo3.8
    Registered Client Service Associate-Fremont, MI
    Fremont, MI
    $10 - $16 Per Hour(Glassdoor est.)
    5d
    Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…
  • Raymond James Financial Logo3.8
    Registered Client Service Associate - Huntsville, AL
    Huntsville, AL
    $10 - $15 Per Hour(Glassdoor est.)
    16d
    Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…
  • Raymond James Financial Logo3.8
    Registered Client Service Associate - Mount Laurel, NJ
    Mount Laurel, NJ
    $11 - $16 Per Hour(Glassdoor est.)
    16d
    Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…
  • Curion Logo4
    Director of Client Services (Consumer and Product Research)
    Duluth, GA
    $13 - $20 Per Hour(Glassdoor est.)
    24h
    Director of Client Services (Consumer & Product Research) At Curion, we are embarking on a period of great transformation and revenue growth while increasing efficiency and productivity…We are currently looking for a Director of Client Services to be the leading force that fuels our growing client relationships in the Southern Region…
  • BAYADA Home Health Care Logo4.2
    Client Services Associate, Home Care
    Dover, NJ
    $9 - $14 Per Hour(Glassdoor est.)
    Easy Apply
    5d
    We're BAYADA Home Health Care and we are currently hiring a full time Bilingual Client Services…Through hands-on experience, Bilingual Client Services Associates at BAYADA learn…
  • TBK Bank Logo4.5
    Float Client Service Associate
    Gallup, NM
    $10 - $15 Per Hour(Glassdoor est.)
    18d
    We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. …Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm…
  • Raymond James Financial Logo3.8
    Sr. Client Service Associate - Pittsfield, MA
    Pittsfield, MA
    $11 - $17 Per Hour(Glassdoor est.)
    19d
    Under general supervision, uses advanced skills gained through training and experience to assist financial advisors and provide clients with quality service…Essential Duties and Responsibilities: Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries…
  • Client Services Associate
    Mishawaka, IN
    Easy Apply
    23d
    Wealth Management/ Financial Industry - Client Service Associate We are looking for a collaborative Client Service Associate that can provide… have experience working in a client service environment Able to manage multiple tasks and priorities effectively Experience…
  • Sales and Customer Service Consultant
    Hendersonville, NC
    Easy Apply
    25d
    with management teams to stay updated on new products, services, and policies Record customer information within our customer service database Engage with clients…Do you believe that you have the ability to provide a phenomenal level of customer service
  • Insurance Client Service and Sales Account bilingual Professional
    Marlborough, MA
    Easy Apply
    19d
    / Realty/ Financial planning / Consulting agency seeks a (preferably) Licensed full time Commercial lines Customer service… / Risk analysis of new Clients (40 %)Review / Retain Existing book of account business (45…
  • Nevada State Bank Logo3.1
    Traveling Client Service Associate
    Elko, NV
    $11 - $16 Per Hour(Glassdoor est.)
    27d
    We are now accepting applications for our Traveling Client Service Associate position located in the Elko, NV area…Committed to our state since 1959, Nevada State Bank keeps a focus on customer service of the highest standards…
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