Client Relationship Consultant Job Description
Client relationship consultant
provides technical support by troubleshooting and problem solving for clients experiencing difficulties using retail applications.
Client Relationship Consultant Duties & Responsibilities
To write an effective client relationship consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included client relationship consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Provides coaching, mentoring and consultation services to CRC Service, SOS, Support and Sales associates to contribute to the constant betterment of training, processes and procedures
Providing back up support to CRCs on queues during periods of high call volume
Awareness of other CIW initiatives targeting employers or members directly and give consideration for how this impacts your assigned panel how you can contribute to the success of these same initiatives
Consider attending at least one outside retirement services seminar a year
Suggest ideas to improve our processes
Conducts classroom and oversees on-the-job training for new hires throughout the training and nesting period
Provides day-to-day oversight, coaching and mentoring for reps in their nesting period
Performs ongoing workflow and process analysis within the CRC Service, SOS and Support teams
Identifies training opportunities with Quality Control Analysts and management
Works collaboratively with management and Team Leads to continuously improve the training experience
Client Relationship Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Client Relationship Consultant
Typically a job would require a certain level of education.
Employers hiring for the client relationship consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Management, Continuing Education, Medical, Communication, Mathematics, Computer Science, Graduate, Financial Services
Skills for Client Relationship Consultant
Desired skills for client relationship consultant include:
Retail product philosophy
Retail products and services
Policy
Procedures
Documentation and systems
Experience within the commercial real estate industry
Microsoft Excel 2016
Business unit applications
Products and services throughout the enterprise and educating clients on Merrill Edge's capabilities
Problem-solving
Desired experience for client relationship consultant includes:
May have to travel via car to visit clients in Southern California
May have to travel via car or airplane to visit clients outside of Southern California, where an overnight stay is required
Must be able to sit for long periods (up to 8 hours per day)
Must be able to work on a computer 8 hours per day (includes looking at a monitor, and typing using a keyboard and mouse)
Ability to lift 25 pounds (e.g., files, laptop w/projector)
FINRA Series 7 Certification preferred
Client Relationship Consultant Examples
1
Client Relationship Consultant Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client relationship consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relationship consultant
- Promotes knowledge sharing through building partnerships throughout the Enterprise
- Designs and develops training programs in conjunction with Education and Development Technical Training Specialists
- Complete Annual Client Review form for all clients, with a formal conference call or face-to-face meeting
- Identify and define clients’ problems
- Work with an assigned Specialist(s) to get Normal Recurring Services done within our service standards (e.g., six weeks for completing IRS testing)
- Follow-up data, trust, documents necessary to complete the work in a timely fashion and minimize rushes
- Work with assigned Specialist and/or Compliance Team subgroups (e.g., loan and withdrawals, plan documents, ) to get Other Services done by agreed upon due date with client
- Have the agreed upon number of face-to-face client meetings each year
- Provide answers and solutions to problems that Specialists encounter
- Manage a book of business as defined in your annual goals (current range is from $750,000 to $1,500,000)
Qualifications for client relationship consultant
- Proficient in Microsoft Word, Excel and PowerPoint and Mainframe systems
- Omni system knowledge is preferred but not required
- Ensure client service (fee) agreements are up-to-date
- Complete billing by processing your draft billing summary (DBS) within 5 business days of receipt from Accounting and processing traditional invoices within 10 business days of receipt from Accounting
- Identify and determine the write-up/write-off amounts
- Prepare Client Authorization Forms for additional special service projects
2
Client Relationship Consultant Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client relationship consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client relationship consultant
- You live and breathe outstanding customer service and have proven success at building lasting professional relationships
- Highly efficient communication skills
- Commercial acumen to be able to understand our mid-market, complex customers
- Business Banking experience preferred
- Ensure positive Client satisfaction and Account leaders relationship
- Monitors & Drives service-delivery performance with established governance
- Accountable for Service delivery performance & Quality overall
- Ensure / Manage communications on day to day service operations are delivered to global Account stakeholders based on ITIL framework
- Provide single point of contact and be the advocate between Service Delivery teams and Global Account leaders /Customer
- Deliver on service commitments- As directed by the APF/Portfolio Managers
Qualifications for client relationship consultant
- Relius system knowledge is preferred but not required
- One to three years of sales experience
- Four to five years of customer service experience
- Experience in participating in sales campaigns/promotions
- Continuously identify ways to improve service & efficiency
- Accountable for the client relationship management for medium to large accounts, typically in multiple sites with a higher level of complexity
3
Client Relationship Consultant Job Description
Job Description Example
Our innovative and growing company is looking for a client relationship consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client relationship consultant
- Provides monthly and quarterly reports to proactively inform customer of overall account status, including ongoing service activities, recommendations for further risk mitigation
- Understands customer needs at country and regional level
- Works on unusually complex problems and provides solutions that are highly creative.Monitors expense controls
- Collaborates with delivery teams on core processes and improvement opportunities and engages with corporate level executives and their direct reports, often with customer board interaction
- Resolves escalated problems/projects/items to maintain strong customer experience levels
- Travel to defined clusters as assigned
- Mileage and drive time will be paid for any time or distance beyond your regular home branch commute
- Reports to float pool manager at market level
- Contribute to the growth of an accurate and complete database of commercial real estate inventory
- Conduct 50+ daily outbound and inbound phone calls with brokers, developers, investors and other real estate professionals to obtain real-time property and transaction data
Qualifications for client relationship consultant
- If working on DB plans, have knowledge base of an Enrolled Actuary (EA) – EA preferred
- Minimum of2 years’ experience working in financial services industry with high net worth clients (250k +) is preferred
- At least 12 years in Global IT Infrastructure Managed services industry
- At least 4 years in global delivery management
- At least one core Technology experience- Server/ Storage/Backup
- Worked with global stakeholders and clients remotely
4
Client Relationship Consultant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client relationship consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client relationship consultant
- Manage strong relationships with each client, advisor, CPA, and outside TPA to foster strong client retention and ensure needs are being met
- Be the main contact at Kravitz for our clients, advisors, CPAs, outside TPAs, and attorneys who are involved with the plans for consulting/strategic plan issues
- Seek out consulting opportunities by always looking for ways to provide additional services and bill for those services
- Respond to all client phone calls and emails within 24 hours
- Complete plan implementation and other services accurately and timely
- Work with an assigned Specialist(s) to get Normal Recurring Services done within our service standards
- Request and follow-up on data, trust, documents, and other information needed to complete our work in a timely fashion and minimize rush requests
- Assist with plan termination tasks, as needed
- Contact clients regarding events or issues, including changes in the law and regulations that may affect their plans
- Assign tasks in Workflow, manage due dates with client and update Workflow timely
Qualifications for client relationship consultant
- Mandatory ITIL Certification and real-time expertise
- Excellent in communication and presentation skills
- Excellent in negotiation skills and stakeholder management
- Mandatory experience in Service Improvement & CSI projects
- Should be willing to work across shifts, a good team player, and work cross functionally with multiple teams to achieve delivery results
- Understands customer at local, country, region and worldwide levels to analyze requirements and contribute to customer's strategic business plan
5
Client Relationship Consultant Job Description
Job Description Example
Our growing company is hiring for a client relationship consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client relationship consultant
- Prepare “Authorization to Perform Additional Services” for other service projects and coordinate approval and payment from client
- Attend Technical Training, office and other meetings, as required
- Perform technical research to answer questions, as necessary
- Keep up to date of all aspects of retirement plan consulting by reading circulated emails and papers on technical issues and law changes
- Provide back up to other staff, as necessary
- Participate in process improvement and innovation
- Monitor client usage and engage clients to use CoStar products in new and effective ways
- Partner closely with CoStar sales organization to effectively on-board and resolve client inquiries
- Partner with our clients to help them position their properties on all of CoStar websites
- Conduct daily outbound and inbound phone calls with brokers, developers, property owners and other real estate professionals to obtain real-time property and transaction data
Qualifications for client relationship consultant
- Manages customer expectations by developing performance metrics & reporting, escalation management and communication plans
- Owns cost target commitments for all service delivery requirements developing, implementing and monitoring expense controls
- Three to four years of customer service experience
- Three to four years of sales experience
- Experience assisting less experienced personnel
- 8+ months experience in a customer service environment