Client Consultant Resume Samples
4.6
(85 votes) for
Client Consultant Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the client consultant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
DO
D Oberbrunner
Donnie
Oberbrunner
69863 O'Hara Radial
New York
NY
+1 (555) 163 2728
69863 O'Hara Radial
New York
NY
Phone
p
+1 (555) 163 2728
Experience
Experience
Philadelphia, PA
Client Consultant
Philadelphia, PA
Wisoky-Gerhold
Philadelphia, PA
Client Consultant
- Develop and execute strategies for creating new business and providing exceptional customer service to existing clients
- Support clients through providing Best Practices guidance on risk management, portfolio construction/optimization
- Responsible for competitive assessment and development of recommendations to improve our competitive position in the National Accounts customer segment
- Partner with the account management team to provide referrals for prospective new national accounts
- Be up to date with Product Management training & give clients feedback to the Product Management team
- Assist in the development and processing of high value leads
- Provide thought-leadership by sharing best practices within the client community, and leading workshops and seminars
Chicago, IL
IT Client Consultant
Chicago, IL
Durgan-Weissnat
Chicago, IL
IT Client Consultant
- Provides oversight for successful project completion by identifying risks and developing/ recommending mitigation strategies
- Working knowledge of existing solutions and offerings to Clients
- Provides client and internal consulting on subject matter and service to define technical opportunities within identified operating models
- Issue management
- Assist with reporting proper metrics for the team
- Works with mid sized or less complex Clients for critical items requiring immediate action (in collaboration with Lead Consultants, IT Relationship and Sales Management team)
- Partner with Project Delivery to provide support in the areas of execution / solution for projects and enhancements
present
San Francisco, CA
Burberry Private Client Consultant
San Francisco, CA
Herzog Inc
present
San Francisco, CA
Burberry Private Client Consultant
present
- Proven track record of delivering sales and exceeding targets
- A proven track record in delivering sales and exceeding targets
- Be proactive in generating and executing group appointments
- Demonstrate creativity in generating new business in the stores and increasing our top clients sales
- Be efficient in following-up and delivering after-sales services to our top customers
- Drive and deliver personal sales and KPI targets by cultivating existing client relationships
- Maintain accurate record-keeping and reporting. Keep accurate records of all high value client sales
Education
Education
Bachelor’s Degree in Quality
Bachelor’s Degree in Quality
Drexel University
Bachelor’s Degree in Quality
Skills
Skills
- Highly motivated self-starter with the ability to work individually or within a team
- Strong working knowledge of Microsoft Office software including Word, Excel, and PowerPoint
- Highly organized with excellent time management, managing numerous contacts including scheduling, follow up, and establishing frequent points of interaction
- Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
- Strong time management skills with the ability to handle multiple projects
- Highly motivated and conscientious professional with a proven track record managing client relationships to deliver incremental revenue in the B2B arena
- Tenacious, driven, with good commercial awareness and persuasive skills to close deals
- Target oriented – ability to meet monthly and annual sales targets
- Ability to multi-task, balancing proactive commercial activities with reactive client support across given territory
- Team player with excellent communication and presentation skills
15 Client Consultant resume templates
Read our complete resume writing guides
1
Safetech Client Consultant Resume Examples & Samples
- Possesses a high level of familiarity with all Chase Paymentech developed retail and ecommerce product lines as well as those of the competition
- Provides technical and product related assistance to Business Development and Account Executive sales efforts with new clients as well as existing clients
- Participates in sales presentations and provides demos focused on presenting the Chase Paymentech retail and ecommerce technical infrastructure as well as the specific product solutions proposed to the client
- Knowledge of key industry trends including EMV, Tokenization, Security and Compliance and Mobile is desired
- Drafts RFP responses as pertains to Chase Paymentech's retail and ecommerce product lines and technical capabilities with the assistance of a subject matter expert when necessary
- Provides mentoring to Business Development on all aspects of the payments industry and Chase Paymentech solutions
- Works closely with the Integrated Solutions Group to best understand the partnership programs (VARS) that we offer while recognizing the specific strengths which allows for intelligent consulting when working with prospective and base merchants
- Works closely with internal groups (Product, Marketing and Compliance) on initiatives by providing input to the groups and provide updates to the Business Development and Account Executive organizations
- 4+ years B2B content management and copywriting or customer communications experience for a large company or creative agency, preferably in a deadline-driven environment
- Demonstrated ability to manage, edit and archive complex content database
- Strong proficiency in Microsoft Office, PowerPoint and other Adobe formats
- Significant editorial, writing skills and solid grasp of business writing. Strong written and oral presentation skills to easily translate vision and approach
- Deep knowledge of payment processing, Chase Paymentech platforms, products, services, marketplace positioning, and messaging as well as that of our competition
- Must be proactive in approach to updating content, seeking new ways of providing efficiencies in delivering standard, approved content to a globally distributed workforce
- Excellent project management skills; can identify action items, issues, set priorities as new requests are received, and quickly change direction as priorities change
- Must be a strong positive team player with a hands-on approach to ensure marketing goals are met
- Works collaboratively across multi-functional teams and with vendors
- Educates internal teams and provide recommendations that fit the business needs
- Identifies problems and creates innovative solutions through teamwork
- Thrives in a fast-paced, detail-oriented environment
2
Burberry Private Client Consultant Resume Examples & Samples
- Working ‘by appointment’ to provide a luxury and personal service all Elite Customers (in-store or off-site)
- Proactively partner with Sales Associates, Store Managers and Burberry Private Clients Manager to build a client book and attract new Elite Customers through local networking
- Experience in selling to Elite Customers
- Relationship building & communication skills
- Fluency in a second language is beneficial
3
Burberry Private Client Consultant, Kuwait Resume Examples & Samples
- Proven track record of delivering sales and exceeding targets
- Existing client book preferable
- Knowledge of market and trends
4
Cwm-private Client Consultant Resume Examples & Samples
- At least ten years of financial services or brokerage experience required
- Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
- Mastery of effective client profiling discussion techniques, active listening skills, and the ability to make complex concepts simple
- Proven experience in a leadership capacity, motivating at an individual and team level, and balancing producing strong results with proper risk management
- Ability to be flexible between the hours of 8:00 am – 7:00 pm EST, Monday through Friday
5
Safetech Client Consultant Resume Examples & Samples
- Possesses a high level of familiarity with Chase Paymentech developed product lines as well as those of the competition
- Provides technical and product related assistance to Business Development and Account Executive sales efforts with new and existing clients
- Participates in sales presentations and provides demos focused on presenting the Chase Paymentech technical infrastructure as well as the specific fraud product solutions proposed to the client
- Working with Product Management, assists with building a product roadmap for our Safetech Fraud solution with specific emphasis on driving new sales with existing and new clients
- Works very closely with Business Development and Account Executives to identify target clients, develop sales plans and help execute on those
- Knowledge of key industry trends including EMV, Tokenization, Security & Compliance and Mobile is desired
- Helps draft RFP responses as pertains to Chase Paymentech's fraud tool product lines and technical capabilities acting as the subject matter expert when necessary
- Works closely with the Integrated Solutions Group to best understand the partnership programs (VARS) that we offer while recognizing the specific strengths which allows for intelligent consulting when working with prospective clients
- Works closely with internal groups (Product, Marketing and Risk) on initiatives by providing input to the groups and provide updates to the Business Development and Account Executive organizations
- 10+ years experience in the payments industry, with an emphasis on card payment processing
- Bachelor's degree in business or technical field preferred
- Possess strong analytical skills with previous experience in payment transaction processing
- Experienced and strong presenter, comfortable presenting to various audiences from product users up through executive level management
- Possess skill in understanding customer needs and translating those needs into actionable product and service enhancements requests
- Ability to work independently, maneuver throughout the organization to overcome obstacles and develop creative ways to achieve goals
- Knowledge of computer software systems including Microsoft Word, Excel and Powerpoint
- Have a background in fraud detection and mitigation as well as firsthand knowledge of client practices for fraud prevention
- Have a sales, retention or consulting background
6
Client Consultant, Trust Administration Resume Examples & Samples
- Able to demonstrate a strong work ethic
- Possess the ability to be a team player
- Flexible to work standard shift between 7:30 a.m. and 5 p.m., Monday to Friday
7
Senior Burberry Private Client Consultant Resume Examples & Samples
- Provide regular performance and client feedback on behalf of team to GM and Burberry Private Clients Manager and maintain constant communication to ensure that the team receives timely support and the right tools to efficiently deliver results
- Conduct Team briefs
- Training and coaching staff on the shop floor
- Accountable in opening and closing the store as Senior Manager on duty
- Awareness of competitor activity and communicate and report to the team (MMR)
- Be fully aware about Burberry Experience, and helping to create an excellent customer service culture in the store
- Driving Dream Store initiative, Conversion targets and Store performance (as part of Duty Manager responsibilities)
- Weekly Store trade reporting
8
Burberry Private Client Consultant Resume Examples & Samples
- Through outreach drive, develop and support the relationships of local businesses, concierges of Luxury hotels and other relevant associations to bring footfall to the store
- Maintain accurate record-keeping and reporting. Keep accurate records of all high value client sales
- Manage client complaints effectively and escalate as necessary to the Head of Client Service
- Consistently achieve individual sales targets and be aware of store sales targets
- Establish a strong partnership with the General Manager of the store and become an integral member of the team, developing higher standards of service in the store and VIC presence
9
IT Client Consultant Resume Examples & Samples
- Client Resolutions
- Provides client and internal consulting on subject matter and service to define technical opportunities within identified operating models
- Works with mid sized or less complex Clients for critical items requiring immediate action (in collaboration with Lead Consultants, IT Relationship and Sales Management team)
- IT Systems Application and Process Knowledge
- Provide subject matter expertise, technical oversight for applicable applications / processes
- Analyses and resolves systemic client issues or issues relating to area of specialization
- Proactively leverage relationships with other RBC areas/systems to build and maintain IT expertise as Client Consultant
- RFP/Sales Consultancy
- Support Sales and Distribution with client business case creation from an IT perspective
- Identifies, through client input and industry knowledge, opportunities for new services
- Works in collaboration with Product and shares knowledge of market, competitive, regulatory and legislative developments to fully capitalize on opportunities to extend client base
- Primary point of contact for specialization for low complexity RFP responses
- Attends industry forums, conferences and market bodies to maintain market and competitive awareness
- Project Consultancy
- Participates in consultative process reviews and oversees the IT component
- Provides support and IT expertise in solution design for the production of client evaluations and business cases
- Identifies opportunities to improve client and technical efficiencies, increase automation/standardization and eliminate redundancies/overlap
- Provides oversight for successful project completion by identifying risks and developing/ recommending mitigation strategies
- Partner with Project Delivery to provide support in the areas of execution / solution for projects and enhancements
- Challenges the commerciality of Client IT offering
- Prime assignment to medium to large scale Client projects and initiatives (less than 500K CAD)
10
Client Consultant Supervisor Resume Examples & Samples
- Build and sustain a team of direct reports who are capable of delivering performance required for group, through coaching, guidance, direction and the creation and implementation of individual training and development plans
- Establish coaching and training for direct reports to ensure compliance with BMO Private Bank policies and procedures
- Call center management for phone and inbox work flow to ensure client requests are processed correctly and timely pursuant to standard operating processes and established service level agreements
- Review and assess metrics related to work load and work flow within the group to develop efficiencies and adjust staffing as necessary
- Engage in continued process improvement to streamline and develop efficiencies for PCA
- Apply Bank’s performance management system to direct reports, including goal establishment, assess knowledge gaps, review and recommend base and variable pay changes
- Address complaints from clients and internal business partners
- As needed, serve as a client consultant for back up and overflow purposes
- Previous supervisor experience preferred
- Working knowledge of trust administration with previous trust experience preferred
- Detail-oriented, high accountability for accuracy and thoroughness and have the ability to work in a fast-paced environment and manage multiple tasks, with strong work ethic
11
Client Consultant, Private Client Access Resume Examples & Samples
- Working knowledge of trust administration is required with previous trust experience preferred
- 2 or 4 year college degree preferred
- Is detail-oriented and highly accountable
- Have a positive attitude
12
IT Client Consultant Resume Examples & Samples
- Fund Accounting/Administration = MPower
- Transfer Agency = Unitrax
- Custody =Trust, MILVUS, Global Plus, BaNCS
- Supporting applications (web based products, reporting tools etc)
13
Client Consultant Resume Examples & Samples
- Minimum of 2 plus years in banking or financial services industry
- Previous experience with process mapping and organizational studies
- Knowledge of Fiserv Premier core deposit and loan applications preferred
- High level of client focus
- Knowledgeable of financial business operations, practices, policies and procedures
- Quality and team oriented
- Up to 50% business travel may be required
14
Client Consultant Resume Examples & Samples
- Strong analytical and troubleshooting ability
- Sense of accountability
- Willingness to travel 25 to 50% of the time
- Professional attitude
- Review requirements from clients in relation to their business practices, and translate that information into system requirements, specifications and settings for software applications
- Develop and manage application level task plans and adhere to overall project plan and deliverables including client communications
- Identify and manage relevant project related issues for the assigned Bank Solutions FCRM applications. Communicate progress and any potential problems to manager for awareness and/or resolution
- Complete all administrative duties (i.e. Clarity time reporting, expense diaries, etc.) as dictated by department policies
- Maintain the highest professional standards in all internal and client related activities
- Bachelor’s degree in Computer Science, Management, Information Systems, Finance, Accounting or Business is preferred
- Knowledge and experience using Fiserv software solutions is preferred
- Knowledge of the FCRM Financial Crimes Risk Management Suite is preferred
- Financial industry experience is beneficial
- Experience with maintenance of Windows servers, IIS, SQL and DB2 strongly recommended
- Certified Anti Money Laundering Specialist or Willingness to pursue Certification
- Ability to travel domestically
- Ability to exercise appropriate judgment/decision making skills to ensure client success
- Ability to facilitate collaborative work sessions within teams and across teams
- Ability to learn key aspects of various applications to consult with clients effectively
- Strong self-motivation with excellent time management skills, effectively managing multiple project assignments simultaneously to meet deadlines
15
Men s Private Client Consultant Resume Examples & Samples
- Execute all sales initiatives driven by the Burberry Private Clients Manager
- Be efficient in following-up and delivering after-sales services to our top customers
- Drive client cultivation in store by partnering with other sales associates across all departments
- Partner with Burberry Private Clients Manager to generate new business
16
Client Associate / Client Consultant Resume Examples & Samples
- Work with Plan Administrators and Regional Offices or Brokers to assist with daily plan functions
- Work with Account Specialist and/or Manager to negotiate and resolve problem situations
- With Management assistance, negotiate solutions that balance needs of customer and Diversified
- Build/Develop and foster proactive, positive relationships with Plan Administrators, Regional Offices, Brokers and Internal Partners on a daily basis
- Promotes a positive attitude throughout the team and among peers and other functional departments
- “Owns” providing prompt, accurate and consistent information that meets or exceeds quality standards
- “Owns” providing cooperative, courteous and responsive service and information to all
- Recognize and communicate possible improvements to direct supervisor
- Address client needs, develop action plans, and consult on Diversified products, services, and policies resulting in added value for our clients
- Coordinate outsourcing capabilities
- General knowledge of processes and systems used
- Compliance with IMSA Code of Ethics
- Identifies opportunities to improve customer service and exceed client expectations by conducting proactive analysis and developing and implementing customized solutions
17
Private Client Consultant Resume Examples & Samples
- At least five to ten years of financial services or brokerage experience required
- FINRA Series 7 and 66 (or equivalent), in addition to meeting FINRA continuing education requirements
- A proven track record of success in a Financial Advisor, Financial Consultant, or Private Client Banker role
- Ability to be flexible between the hours of 8:00 am – 8:00 pm EST, Monday through Friday
18
Head of Client & Consultant Management Resume Examples & Samples
- To provide high level ‘join up’ of activities, initiatives and leadership for the WS client management group teams
- Ensure on-going improvement to the WS client service offering by supporting teams to
- Ensure appropriate client and consultant segment plans are in place to support the client service operating model and business objectives
- Lead and report progress of agreed client related programmes ensuring that
- Hold a relevant Industry standard professional qualification
- Hold a basic level investment qualification
- Knowledge of Investment management and client service administration
- Experienced business manager including project management
- Experienced people manager
- Working knowledge of Word, Excel and PowerPoint
19
Ccb-private Client Consultant Resume Examples & Samples
- Strong business and investment acumen; knowledge of Investment Products, Individual Retirement Accounts (IRAs), and Employee Benefit programs required
- Strong understanding of Managed Account products and overall competitive landscape
- Demonstrated working knowledge of financial analysis tools (Planning software, hypothetical proposals, calculators, etc.)
- Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
- Ability to work independently as well as demonstrate a high level of leadership in a team environment
20
International Client Consultant Resume Examples & Samples
- The role operates within a RBWM Contact Centre and interacts with HSBC local and international customers, the post holder must have the ability to deal with different process, different countries, where applicable, and different customer attitudes and requests on a daily basis
- Minimum of high school diploma, or equivalent experience
- Part-time afternoon/evenings, Monday-Friday, 20 hours/wek
- Minimum of two years proven and progressive customer service and sales experience
- Must be proficient in language(s) required by the process
- Open to working flexible shifting schedules
- Must be flexible, customer centric and have the ability to thrive in a team environment seeking feedback and open to development
- Takes pride in delivering what is promised in line with the customer and service and sales expectations
- Wants to do a good job, is concerned about getting it right for the customer and checks everything is in order
- Ability to work in a high-volume, fast paced environment is required
- Proficiency with personal computers and basic software packages
- Excellent communication skills and is polite and friendly at all times
- Displays patience and empathy
- A knowledge expert who has the ability to teach/mentor others
21
Client Consultant Resume Examples & Samples
- Manage a portfolio of clients with a focus on product usage, analytics support, and account renewal and retention
- Own the client relationship and client experience through frequent on-site visits and interaction
- Work with other MSCI teams to ensure that all clients requests/inquiries are managed appropriately
- Work closely with the sales team on potential up-sell opportunities
- Proactively solicit and reflect client business and portfolio management analytics requirements and needs to product management
- Client relationship management experience with a proven record of accomplishment and experience in the financial services industry
- Strong time management skills with the ability to handle multiple projects
- 5-7 years working experience in portfolio construction and optimization, risk management, quantitative/proprietary trading, and/or quantitative research specifically in a portfolio management or risk management function
- Someone who enjoys intellectual and analytical challenges, and who views teaching financial concepts an exciting challenge
- Bachelor's Degree required preferably with a finance/economics/mathematics/engineering/ quantitative background
- Master's Degree in a business or quantitative field preferred
22
Analytics Client Consultant Resume Examples & Samples
- Solid foundation in quantitative finance which include derivative pricing models, simulation techniques, stress testing and statistical techniques in finance (PCA, Regression etc)
- Good working knowledge of Fixed Income, Credit and Commodity products with a strong interest and aptitude to understand characteristics of new and exotic instruments
- Good presentation skills and the ability to clearly communicate complex ideas to a wide variety of audiences
- Keen interest in understanding the latest developments in the financial markets and regulation
- Ability to collaborate with sales, research and business groups across the organization to lead key client focused initiatives
- Innovative, detail oriented client focused thinker able to identify and exploit market niche opportunities
- 3-5 years of experience in quantitative finance, risk management role preferred
- Bachelor's degree, or equivalent experience; MBA in Finance or Masters in quantitative finance related degree preferred
- CFA or FRM a plus
23
Client Consultant Resume Examples & Samples
- Focus on making a high volume of outbound calls to existing customer base
- Collect client financial information, analyze and evaluate a client’s financial situation to assist in identifying investment objectives
- Cultivate client relationships and identify opportunities to expand these relationships
- Respond to client needs and requests
- Assist in the development and processing of high value leads
- Maintain and update reports accurately
- Additional duties as directed by management
24
Client Consultant Resume Examples & Samples
- A global strategist. Ability to understand and effectively converse about global and broad initiatives with the ability to designate the best short and long term partnership opportunities
- An experienced and self- driven sales professional. It is important to not only achieve, but take personal accountability to exceed sales targets, looking to establish new ways of entrenching Euromonitor’s services within existing relationships. The ability to close deals by building consensus internally and externally while continuing to drive urgency via tangible next steps is vital
- Product Knowledge
- Excellence in current role, goal oriented and consistently at 100% to target
- Working with F500 companies
- Solution and value selling acumen
- Willingness to travel (up to 30%)
- Spanish language fluency
- Experience selling and developing business within Latin America
25
Client Consultant Resume Examples & Samples
- Understand and succinctly explain all of Euromonitor’s databases as well as consulting capabilities
- Able to apply and design unique solutions using all available resources to address client needs
- Ability to effectively collaborate with internal colleagues
26
Client Consultant Resume Examples & Samples
- Understand and succinctly explain all of Euromonitor’s databases and consulting capabilities
- Client Organization Understanding
- Able to map, network, and penetrate a client’s organizational structure as well as understand key business processes like strategic planning, innovation funnels, and new market entry strategies
- Frequently challenge clients to constructively broaden their perspective
27
Client Consultant Resume Examples & Samples
- Grow revenue for given territory through upsell/cross-sell of Euromonitor’s services
- Develop client relationships
- Highly motivated and conscientious professional with a proven track record managing client relationships to deliver incremental revenue in the B2B arena
- Experienced negotiator
- Strong networking and communications skills to uncover new opportunities, garner support for Euromonitor’s products with senior executives’ buy-in, and deepen client relationship
- Tenacious, driven, with good commercial awareness and persuasive skills to close deals
- Target oriented – ability to meet monthly and annual sales targets
- Ability to multi-task, balancing proactive commercial activities with reactive client support across given territory
- Bachelor degree holder, MBA is valued
- Team player with excellent communication and presentation skills
- Oral and written fluency in English and one other Asian language is a must
- High level of numeracy; computer literacy
- Knowledge of consumer market trends and dynamics preferable
- Prior experience in B2B business development, or in consumer goods research will be a plus
28
Big Data Client Consultant Resume Examples & Samples
- Become the solution expert on Workforce Analytics products and Services
- Have the ability to communicate and show both technical capabilities and business value to a wide variety of roles within an organization
- Discover existing processes and pain points and map Kronos solutions to them
- Create Return on Investment plans from disparate information including interview results, financial reports and workforce data analysis
- Build relationships with Kronos Sales teams to develop a pipeline of new business
- BS degree, MBA desired
- 5-10 year’s experience as a pre-sales consultant or other similar customer facing role involving enterprise software, preferably analytics related
- Ability to learn and use enterprise software
- Ability to translate software solutions into financial benefits
- Demonstrated experience in applying data and software to solve business problems
29
Client Consultant Resume Examples & Samples
- Being clients' trusted advisor
- Contributing to strategic business and global initiatives
- Contributing to sales
- Project manage client relationships with specific clients and industry groups
- Create client business plans, identify opportunities and forecast cancellations
- Demonstrate success against those business plans
- Broaden and deepen clients' usage of MSCI services and the range of client and prospect relationships
- Conduct presentations on MSCI real estate results and client training
- Stay aware of the latest industry trends, client needs, and MSCI real estate product development roadmap
- Be up to date with Product Management training & give clients feedback to the Product Management team
- Supporting strategic business and global initiatives
- Own projects directed at improving clients' experience and realising efficiency gains
- Attend client service training and comply with the guidance provided
- Actively support campaigns and collaborate with other departments
- Contribute to MSCI real estate Client Service training documents
- Maintain accurate Salesforce management system records for your client (opportunities, cases, calls, visits, conversations, emails)
- Actively contribute to the cross regional initiatives such as MSCI real estate Global Account Management
- Maximising renewal rates and generating leads
- Monitor and communicate clients existing level of take up, identifying gaps
- Comply with MSCI real estate renewal & upsell procedures
- Provide support during sales meetings
- Investment Committee experience pitching investment opportunities, investment strategies, portfolio reviews, asset budgets
- Developing and presenting investment strategies, externally to investors, potential investors, or consultants
- Participating on panels/presenting in industry events
- 7-10 years of experience working for an Asset Owner, Asset Manager or real estate consultant in research/strategy, portfolio management, acquisitions, asset management or investor relations
- Understanding of the global real estate investment industry, financial markets and investment processes
- 3-5 years management experience
- Relationship management experience
- Strong analytical, communication, presentation, problem solving, negotiation and time management skills
- BA, MA in real estate, finance, economics
30
Client Consultant Resume Examples & Samples
- Experience helping to develop and pitch investment opportunities, investment strategies, portfolio reviews, asset budgets internally to Portfolio Manager teams and/or Investment Committee
- Experience supporting development and presentation of investment strategies internally and/or externally to investors, potential investors, or consultants
- 5+ years of experience working for an Asset Owner, Asset Manager or real estate consultant in research/strategy, portfolio management, acquisitions, asset management or investor relations
- Management experience (1+ years ) is a plus
31
Client Consultant Resume Examples & Samples
- Support clients through providing Best Practices guidance on risk management, portfolio construction/optimization
- Training and educating clients on MSCI risk and portfolio management analytics applications and underlying models and methodologies
- Identifying potential up-sell opportunities from our existing client base
- Proactively solicit and reflect client business and analytics requirements and needs to product management
- 7-10+ years working experience in portfolio management and portfolio construction, risk management, quantitative/proprietary trading, and/or quantitative research specifically in a portfolio or risk management function
- Bachelor's Degree required preferably with a finance/engineering/quantitative background
- Experience with Barra or RiskManager risk models and applications a plus
32
Analytics Client Consultant Resume Examples & Samples
- Manage relationships within Risk Management analytics client base; implement strategic plans to ensure client retention
- Proactively engage with clients and provide Best Practices guidance on risk measurement and management
- Identify opportunities to increase client usage of our products and identify new users. Work closely with the sales team on potential sales opportunities. Assist in campaigns on new product placement
- Proactively engage with clients to keep them informed of our product roadmap with a view on how our development efforts will help them achieve their business goals; proactively solicit client feedback regarding future product development
- Work with internal functional teams to ensure that all clients’ requests / inquiries are managed appropriately
- Respond to detailed client enquiries about methodologies and analytics, hold advanced client trainings / workshops; present in seminars
- Maintain and communicate accurate records regarding client interaction activities
- Frequent on-site client visits that may involve overseas travel
- Experience in a risk management or a quantitative function working closely with investment decision making teams
- Strong understanding of global financial markets, including modeling, and pricing of different asset types in the fixed income, equities, commodities, and credit markets and their derivatives
- Relationship management experience with a proven record of accomplishment and experience in the financial services industry
- Experience with Barra or RiskMetrics models and software a plus
- Bachelor's Degree required ideally from finance/engineering/mathematical background
- Fluent French and English
33
Regional Client Consultant Resume Examples & Samples
- Client Organisation Understanding
- Building relationships, creating a deeper network inside client organizations with consistent and proactive dialogue with multiple decision makers
- Able to map, network, and penetrate a client’s organizational structure
- Sales Process
- Responsible for an annual upsell target
- Expanding our contacts beyond existing sources, developing a tailored value proposition for various areas within an organization, presenting a benefit-led approach to sales
- Able to use polite persistence to engage difficult to reach executives, following through on long term projects as well as identifying multiple ways to assist/address obstacles in the process along the way
- Negotiation & support of closing syndicated and consulting/ad hoc proposals
- Intangibles
- Ability to efficiently perform in role, achieving targets while taking advantage of our flexible culture of work/life balance
- Willingness to learn from colleagues with global backgrounds and diverse experiences
- Creative approach to your clients function and industry
- Identify gaps in personal development for future growth, willing to work with management to customize your future growth opportunities
34
Key Client Consultant Resume Examples & Samples
- 6yrs+ of sales experience, bachelors required
- Working with Global companies
- Comfort interacting with Director, VP and C-level executives
- Highly organised with excellent time management, managing numerous contacts including scheduling, follow up, and establishing frequent points of interaction
- Willingness to travel (<25%)
35
Client Consultant Resume Examples & Samples
- Has both account management and production responsibilities (hybrid role)
- Has both renewal/retention and new business goals
- OR--
- Insurance License required
36
Enterprise Client Consultant Resume Examples & Samples
- Provide consulting services to Benefitfocus enterprise (Carrier) customers to ensure they are using the Platform effectively and achieving desired ROI
- Proactively drive additional volume onto the platform in line with predetermined targets (quota)
- Demonstrate a deep understanding of the health insurance market and insurance carrier business objectives
- Possess thorough understanding of Benefitfocus product and solutions, including technical elements
- Participate in strategic account planning with members of the AGM and Account Executive teams
- Facilitate two-way interaction with Product Management regarding industry trends and platform features and functionality
- Provide anticipatory engagement at all levels of the Carrier organization
- Develop training strategies and ensure Carrier constituents have access to training programs
- Develop communication strategies and coordinate marketing material creation with Creative Services
- Monitor and help manage Carrier pipeline
- Monitor and help coordinate delivery activity with Release Management when needed
- Facilitate feedback from Carrier through personal interaction and surveys
- Travel and present to front-line employees through senior leaders
- Prepare and maintain PowerPoint presentations, whitepapers, case studies and other collateral needed to support adoption and client satisfaction efforts
- Travel 25% to 50% in support these activities
- BS/BA degree
- Minimum of three years of outside account management, consulting or sales engineering (pre-sales experience in a related field
- Excellent oral and written communication skills, including experience presenting to senior audiences
- Previous experience working with products in a Software as a Service (SaaS) environment is a plus
- Excellent critical thinking and problem solving skills
- Self-motivated and capable of working independently
- Fast-learner who is capable of quickly building trust among colleagues and customers
- Experience being managed against a quota is a plus
37
Senior Client Consultant Resume Examples & Samples
- Assist MetLife’s Account Team for IBM in the day-to-day administration of IBM’s Dental and Disability programs including: responding to client requests and leading projects, providing client with alternative solutions, identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
- Serve as an in-house resource to IBM’s Global Benefits and Delivery Operations Team as well as the Strategy and Design Team
- Collaborate with IBM on IBM benefit communications and effectively coordinate and maintain communications of IBM benefit programs offered by MetLife on w3 and NetBenefits
- Assist MetLife’s Account Team for IBM in providing exceptional customer service via ongoing client account administration to ensure complete client satisfaction
- Lead resolution of escalations and interact with IBM HR, employee mgmt., integrated health services and payroll partners as well as MetLife team til closed
- Understands the detailed components and provisions in legal agreements between MetLife and IBM and assists in facilitating the execution of contracts to ensure compliance
- Assist MetLife’s Account Team for IBM in leading discussions on complex policy/certificate issues with customer and/or consultant
- Independently leads cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness
- Fully aware of and understands competitors’ products, industry trends and legal developments impacting business, assisting client with strategy consultation
- Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends and results
- Participates in strategic planning
- Holds advanced knowledge of MetLife’s group products, services and systems and ability to strategically analyze the interaction of these products, services and systems
- Proficient with Microsoft Office software including advanced Excel and Access skills
- Typically has a BS/BA degree and 7-10 years of experience
- Advanced accounting / math problem solving skills, including analytical thinking and decisiveness
- Firm knowledge of group products and services and ability to apply analytical skills to the interaction of such products
38
Junior Client Consultant Resume Examples & Samples
- Advise, consult and assist clients in optimizing their marketing mix strategies, return on investments
- Prepare proposals and design projects that address the individual Client needs
- Cooperate effectively with local and international teams on the project execution
- Analyze project results from the perspective of client business
- Deliver presentations which provide insights and recommendations into clients’ strategies and ROI
- Excellent analytical skills is a must
- Knowledge of market research industry, statistics and multivariate analysis an advantage
- Passionate about building client relationships, driving sales, revenue and new business opportunities
- Experience in understanding client’s needs and identifying their issues
- Strong client management and presentation skills
- Excellent verbal and written communication skills(English)
- Exceptional problem solving skills
- Well-organized and capable of handling mission-critical projects while meeting deadlines
- Have ideally experience in FMCG industry
- Be comfortable in working with virtual cross-country teams
- Willingness to learn a lot and constantly develop your knowledge and skills
- Knowledge of econometrics will be an advantage
39
Client Consultant Resume Examples & Samples
- Responsible for partnering with the sales organization to acquire new national accounts (commercial and public sector accounts with more than 1,000 eligible employees)
- Actively participate in the discovery process using current and established guidelines to deliver an optimal sales outcome for the customer, the sales organization, and the company
- Provide a single point of entry for the sales organization for prospective national account opportunities
- Provide home office sales support in the field for national account prospects
- Support internal and external customer visits for prospective new national accounts, brokers and marketing alliance partners
- Partner with the account management team to provide referrals for prospective new national accounts
- Responsible for competitive assessment and development of recommendations to improve our competitive position in the National Accounts customer segment
- This position will have geographic responsibility for supporting specific sales territories across the country
40
Regional Client Consultant, POS Analytics Resume Examples & Samples
- Develop and maintain high-trust client relationships by providing POS Ax solutions that enable client’s success through thorough understanding of their business challenges
- Identify project opportunities and create winning project proposals and present them to clients
- Develop analytical approaches when solution to problems fall outside of existing methods
- Cooperate with global and regional hub working team on modeling, analysis and decking process
- Provide actionable insights to client, incorporating cross category & market references
- Construct persuasive presentations that help clients in making good business decisions
- Monitor and report commercial success using the POS Ax protocols
- Degree in numerate or business discipline (Mathematics, Statistics, Economics, Marketing, etc.)
- Minimum 5 years’ experience, preferably in FMCG, market research or media agency (research field related)
- Strong track record in business development in a highly complex data environment and consultancy
41
Client Consultant Resume Examples & Samples
- Being the clients trusted advisor
- Being the clients Trusted advisor
- Bachelor's Degree ideally from finance/real estate background
- No less than 7 years in the real estate industry - preferably on the investment side or asset management
- Thorough understanding of the real estate investment industry, financial markets and investment processes
- Experience dealing with asset owners and other client types (e.g. Asset Managers, Hedge Funds, Broker / Dealers, and Consultants)
- Excellent analytical, communication, presentation, problem solving, negotiation and time management skills
- Professional qualifications in the form of CFA a plus Relationship management experience with a proven record of accomplishment in real estate or financial services
- Fluency in English is a must, any second Asian language (Mandarin, Cantonese) is highly appreciated
42
Analytics Client Consultant Resume Examples & Samples
- Support the client through providing Best Practices guidance on portfolio construction and optimization, and risk management
- Proactively engage the client to deepen the relationship across all levels of the client institution
- Training and educating clients on MSCI portfolio management analytics applications and underlying models and methodologies
- Identify opportunities to increase client usage of our products and identify new users
- Keep the client informed of our product roadmap with a focus on the benefits of our product development to their business goals
- Present at workshops, seminars, and webinars
- Very strong analytic and quantitative skills
- Superior written and verbal communication skills
- Experience at a hedge fund, asset manager, bank, financial technology firm, or broker dealer a plus
- Highly motivated self-starter with the ability to work individually or within a team
- Bachelor’s Degree required preferably with a finance/economics/mathematics/engineering/ quantitative background
- Master’s Degree in a business or quantitative field preferred
- Professional qualifications such as CFA charter holder, FRM (Financial Risk Manager) a plus
- Experience with Barra risk models and application software a plus
43
Burberry Private Client Consultant Resume Examples & Samples
- Extensive experience in servicing luxury clients
- Experience in networking and building relationships with high net worth clients
- A proven track record in delivering sales and exceeding targets
- Strong influencing and networking skills
44
Client Consultant, Risk Resume Examples & Samples
- To manage client relationships (all key communications and interactions) ensuring delivery against SLAs and profitability targets
- Be a trusted advisor and subject matter expert to clients and ensure implementation of global best practice in the KYC/AML managed service space
- Sound understanding of
- Pre Sales experience
- Fluency in Malaysian, Cantonese or Mandarin due to the customer base this position will support
- Willingness to travel, sometimes at short notice
- Please note: This role is part of a pipelining exercise for future opportunity to come. We are interested to start discussions with suitable applicants at this time
45
Digital Client Consultant Resume Examples & Samples
- Acts as primary point-of-contact for client and deliver superior customer experience
- Move new customers from trial to repeat business
- Leads day-to-day management of client campaigns
- Teaches our clients to interpret the results of our digital campaign data and leverage them in their business
- Leads account penetration, adoption and usage to achieve account growth targets
- Proactively finds new ways to build the client’s businesses and to grow accounts
- Masters and maintains knowledge of client's business, competition, and latest industry news and trends. Monitors billing and collection process for accuracy and timeliness
46
Client Consultant Resume Examples & Samples
- Total relationship management involving
- Improving the year on year retention rate by ensuring a high level of client experience and satisfaction
- Detailed account planning, including engagement with all levels of client organization
- Responsible for delivering client education and product training
- Be a subject matter expert on all aspects of our products and methodologies, and be able to answer detailed client inquiries
- Become a Trusted Advisor by applying both product and client expertise to pro-actively identify solutions/product usage that create value for the client – hence contributing directly to up-selling and cross-selling opportunities
- Provide thought-leadership by sharing best practices within the client community, and leading workshops and seminars
- Keeping abreast of latest industry trends, client needs, and product development roadmap. Working with other teams (Marketing, Sales, Research, and Product Development) to ensure company is delivering relevant products
- Extensive travel to client sites within Korea
- Strong team skills and emotional maturity, with proven ability for independent work and self-teaching
- Fluency in English and Korean
- Superior communication and time management skills with the ability to handle multiple projects
- Strong analytic and quantitative skills
- Understanding of / experience dealing with major international institutions including Asset Managers, Hedge Funds, Broker / Dealers, Banks
- Ideally worked in client firm (Asset Manager, Hedge Fund, Bank) in a risk management, quantitative/proprietary trading, quantitative research or portfolio management role
- Strong understanding of the global equity and fixed income markets, including over-the-counter securities and derivatives and exotic securities
- Thorough understanding of the Investment Management Process
- Significant relationship management experience with a proven record of accomplishment and experience in the financial service industry
- Someone who enjoys intellectual and analytical challenges
- Bachelor’s Degree required ideally from engineering/mathematical background. Ideally MBA, or Masters Degree in a quantitative science, i.e. Finance and/or Phd
- Professional qualifications ideally CFA charter holder, FRM (Financial Risk Manager)
- Experience with credit portfolio management, CreditMetrics, and Barra models would be considered a plus
47
Onsite Client Consultant Resume Examples & Samples
- Perform vendor surveillance to ensure compliance within the Clients servicing guidelines
- Proficiency in evaluating appraisals and Broker Price Opinions
- Support reviewing of title reports and resolve title issues to ensure timely closing of asset
- Provide corporate and client support from front to back on Auction timeline
- Provide assistance on obtaining subject to decisions/updates
- Attend auctions on an “as-needed” basis and assist Clients with day of auction duties
- Assist and act as liaison for corporate departments
- Ensure Company and client systems (if applicable) are reconciled
- Ensure all data required are provided on the data tape for auction
- Assist with any additional tasks direct from Client
- Compile and provide reporting as requested
- In-depth knowledge of and experience with vendor management, process adherence, property management, real estate values, contractor bids for repair and improvement of property, real estate sales process, title policies and title resolution
- Computer proficiency related to MS Office, MS Excel (advanced) and MS Word
- Excellent problem solving and decision making skills
- Excellent analytical, interpersonal, written and oral communication skills
- Detail oriented with organizational and follow-through abilities
- Ability to work independently on assigned tasks as well as to accept direction on given assignments
- Service and goal oriented
- Possesses a strong sense of team
- Strong attention to detail and ability to multi-task
- Must perform well in fast-paced environment on time-driven tasks
- Two plus (2) years of relevant work experience and/or training, or equivalent combination of education and experience in Real Estate Closing
- Bachelor’s or associates degree with a concentration in business, real estate or related field preferred
- LI-RA1
48
Client Consultant Resume Examples & Samples
- MBA or Bachelor Degree in Mathematics, Actuarial Science, Statistics, Finance, or Accounting
- Analyzing and making recommendations around healthcare benefits
- Understanding or experience with underwriting and/or actuarial practices
- Ability to articulate depth and breadth of expertise in the following: Analytical thinking, communication for results, conceptual thinking, information seeking, initiative, openness to learning, results orientation, teamwork, thoroughness, and understanding environment
49
Enterprise Client Consultant Resume Examples & Samples
- Gather and review product proposals from our carrier partners
- Negotiate rates and product provisions as needed
- Present final proposals with recommendations to the employer client
- Assist the client with formulating a campaign strategy in order to effectively communicate the benefits to their employees
- Work directly with our Delivery and Client Management teams to ensure a smooth implementation and provide communication support specific to the products we provide
- 5-7 years of industry related experience
- Ability to work across cross-functional teams
- Software or SaaS industry experience is a plus
- Up to 50% Travel
50
Client Consultant Resume Examples & Samples
- Overall accountability for the day-to-day administration of multiple National Accounts clients, including: responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
- Partners with Financial team in completion of client reports; analyzing results and identifying trends
- Participates in initial strategy meetings, establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals and inputs and ensures accurate installation of data in MetLife systems
- 3-5+ years of customer service experience
- Strong working knowledge of Microsoft Office software including Word, Excel, and PowerPoint
- Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible with ability to balance client expectations with MetLife capabilities
51
Senior Client Consultant Resume Examples & Samples
- MBA or Bachelor Degree in Mathematics, Actuarial Science, Statistics, Finance, or Accounting; *Analyzing and making recommendations around healthcare benefits
- Demonstrated client-facing experience and presentation skills
- Demonstrated skills with data analytics including healthcare claims data manipulation, analysis, and ability to explain both high level and detailed view of the data
- Demonstrated ability to work independently, solve complex problems, and make quick decisions
- Demonstrated interpersonal skills including verbal and written communication
- Demonstrated intermediate to advanced skill level with MS Excel and PowerPoint
52
Client Consultant, Enhanced Due Diligence Resume Examples & Samples
- Experience of working with Compliance, Financial Crime and AML teams
- Solid track record of analysing issues and delivering “fit for purpose” solutions striving for results and delivery
- Strong and sophisticated relationship building and client account management skills e.g. working on cross-functional teams to deliver results or managing multiple stakeholder relationships
- Strong and influential communication (including consultation, presentation and workshop facilitation) skills
- Eagerness to keep knowledge and understanding of market intelligence and trends current
53
EDD Client Consultant Resume Examples & Samples
- To engage with the client in order to understand and scope the client’s requirements, then in conjunction with colleagues (as below) present a costed solution
- To work closely with colleagues – Global Head of Proposition, Head of Proposition, Regional Heads, EDD Case Management, and GTM organizations
- Draft Service Level Agreements (SLAs) with customers to for ongoing screening and EDD engagements delivering against customer expectations and profitability targets.
- Work with SRS/EDD Operations to ensure client deliverables are executable and profitable
- Support GTM enablement by providing training to sales reps and market development colleagues
- Participate in thought leadership activities including industry events, marketing efforts, and industry best practices
- Be the primary contact with Financial Institutions (FI) and/or Corporate clients and deliver against their business strategy needs through consultation e.g. advising on market trends related to the client’s industry and market competition. Engages with the client to define solutions and propositions that
- Demonstrate screening and EDD operational expertise
- Achieve customers’ and TR’s profitability objectives
- Manages “deal qualification” working in conjunction with the relevant Regional Heads of Operations e.g. leading operational business analysis then presenting a range of scenarios and models that realise client business objectives
- Designs commercially viable cost models that underpin bespoke solutions aligned to the Service capabilities
- Develops and publishes critical documentation to support the solution and pricing proposals e.g. Statement of Work, Service Level Agreement (SLA). Implements and assures the delivery of business information, advisory and other analytical services to the client, all in conjunction with colleagues in Operations
- Recognises and delivers against client information needs
- Successful candidates should be able to demonstrate evidence of the following
- Client due diligence operational experience (SME level) and deep understanding of KYC, AML and screening operating models
- Sound understanding of Financial Institutions, Open Source Research and EDD
- Strong organisational skills with capability to manage self and others
- Understanding of working effectively and delivering across different cultures
- It is useful if candidates are able to demonstrate evidence of the following
- Managed Service experience
- Ability to conduct persuasive business meetings in client’s national language
- Willingness to travel, sometimes at short notice
54
Client Consultant Resume Examples & Samples
- To engage with the clients in order to understand and scope client’s requirements, to design, develop and implement a customer centric solution
- To work closely with colleagues both within the Client Onboarding Industry Solutions Group and the wider Thomson Reuters go to market organization across operations, technology, risk and controls, hr, legal, sales and proposition
- KYC client due diligence operational experience (SME level) and deep understanding of KYC, AML and due diligence operating model
- Experience dealing with regulators
55
Client Consultant, Global Accounts Resume Examples & Samples
- An entrepreneur. As an intellectually curious executive, they enjoy hearing challenges from senior executives, questioning to understand the big picture, and then building a solution that involves multiple products and capabilities. Resourcefulness, flexibility and innovation are key characteristics of interest
- Excellence in current role, goal oriented and consistently at or over target
- Highly organized with excellent time management, managing numerous contacts including scheduling, follow up, and establishing frequent points of interaction
- Knowledge of consumer market trends and dynamics are preferable
- International perspective
- Willingness to travel (~25%)
56
EDD Client Consultant Resume Examples & Samples
- Lead and encourage excellent performance from colleagues
- Embed a client focused and commercially sound operating model
- Client due diligence operational experience (SME level) and understanding of KYC, AML and screening operating models
- Solid track record of analyzing issues and delivering “fit for purpose” solutions striving for results and delivery
- Strong relationship building and client account management skills e.g. working on cross-functional teams to deliver results or managing multiple stakeholder relationships
- Strong organizational skills with capability to manage self and others
