Relationship Consultant Resume Samples

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A Beier

Aaliyah

Beier

69440 Aniyah Field

Los Angeles

+1 (555) 119 2218

69440 Aniyah Field

Los Angeles

Phone

p +1 (555) 119 2218

Experience Experience

Detroit, MI

Enterprise Relationship Consultant

Detroit, MI

Olson, Bednar and Littel

Detroit, MI

Enterprise Relationship Consultant

Deliver exceptional service to clients by answering general account inquiries and providing quotes and account balances upon request
Perform unsolicited trading requests
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Provide high caliber of service through general inquiries, account maintenance, online access, website navigation and unsolicited securities trading
Assist clients with brokerage consumer website usage and navigation
Deliver on key performance metrics, including client satisfaction, productivity, quality and service standards
Maintain current knowledge of Merrill Edge products, policies and services while keeping abreast of financial markets and regulations

Philadelphia, PA

Training & Relationship Consultant

Philadelphia, PA

Konopelski Inc

Philadelphia, PA

Training & Relationship Consultant

Support clients through using Macquarie WRAP, Cash Management Accounts and Online Trading products
Review training material and identify opportunities to improve training solutions
Design, develop and deliver training solutions to clients' employees
Exposure to Investment Platforms, Cash Management Accounts or Online Trading will be highly regarded
Maintain awareness of the market and financial service industry, track trends and provide reporting on product feedback
Develop and maintain quality relationships with key clients
Proactively follow through on all client requests, communicating outcomes to clients and advisers

present

Los Angeles, CA

Relationship Consultant, Insurance Services

Los Angeles, CA

Howe-Gerhold

present

Los Angeles, CA

Relationship Consultant, Insurance Services

present

Develop strong, positive relationships with clients by providing strategic support of their initiatives
Maximize client retention by working with clients and ADP management to resolve any issues that arise and are in our control
Provide assistance related to reporting, evaluations, trend analysis, education and more
Build and enhance business partnerships by building trust with key client decision makers
Perform other related duties as assigned
Act as a liaison between client and ADP, collaborating with other ADP teams including Product Management, Implementation, Sales and more
Conduct frequent proactive calls to ensure optimal performance is met along with periodic field reviews

Education Education

Bachelor’s Degree in Accuracy

Tulane University

Bachelor’s Degree in Accuracy

Skills Skills

Ability to identify and target profitable consultants and customers that align to Haven’s I&C strategy
Ability to quickly understand competitor offerings and how to compete
Ability to use the internal margin reporting available
Ability to identify and manage risks associated to large I&C customers
Ability to manage the creation of high class tender submissions that maximise scoring with the consultant and customer
Ensure the consultant, customer and Haven have a value adding multi-level relationship across their key stakeholders and contacts including their dedicated Customer Service Advisors
Ability to calculate margin on accounts and to grow margin from consultants
Ability to engage with, and influence, consultants and customers at all levels of the business
Selling skills and excellent communication
Ability to progress consultants to an ‘energy partnership’ with AVS

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4 Relationship Consultant resume templates

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Call Center Relationship Expansion Sales Consultant Resume Examples & Samples

2+ years sales experience, with demonstrated success providing sales and customer service support with experience providing project and/or departmental responsibility support
Ability to successfully help others and serve as a mentor, consultant, and resource to new employees, trainees, and new or existing team members
Ability to be analytical, think critically, and synthesize information. Leverages analysis, wisdom, experience and logical methods to make good decisions and solve problems with effective solutions
Steps up to conflict, seeing it as an opportunity. Reads the situation quickly. Can hammer out tough agreements and settle disputes. Has calming influence in a crisis situation. Can find common ground with minimal noise
Ability to learn quickly when facing new problems, experiments and willing to try anything to find an appropriate solution, comfortable with working through unfamiliar situations and tasks

Relationship Expansion Consultant Resume Examples & Samples

High school diploma (or equivalent) is required
At least 6 months customer service, banking, and/or sales experience is required
Ability to provide quality service and sales effectiveness via the phone
Active listening skills with ability to understand the perspectives of customers, peers and managers
Willingly takes the time to hear people out. Can accurately restate the messages and opinions of others
Ability to maintain composure under pressure, does not become defensive or irritated during difficult situations, and can be counted on to hold things together under stress
Effective with adhering to defined processes to get tasks accomplished in various situations
Understands how to separate and combine tasks into efficient work flows. Can see opportunities for synergy and integration where possible
Can simplify complete processes
Ability to multitask time effectively and efficiently, values time, concentrates efforts on the more important and critical priorities
Ability to process information and make effective decisions
Can effectively cope with change, can shift gears comfortably. Can decide and act without having the total picture. Can comfortably handle risk and uncertainty
Able to write clearly in a variety of settings and styles. Can deliver both written & verbal messages across that have the desired effect

Internal Relationship Consultant Resume Examples & Samples

Provide support to Wealth Management Investment Specialists and Individual Advisory Service Teams in the review and assessment of complex estate plans in relationship to account titling and current asset holdings for high net worth clients to determine appropriate account opening documents and transfer forms to transition the client’s relationship and open new accounts at TIAA-CREF Trust Company / Private Asset Management (“PAM”)
Provide written comprehensive case review to Wealth Management Advisor including any key objectives to review with the prospect client during client signature meeting
Provide education to Wealth Management Advisor and Customer Relationship Consultant (“IAS Team”) on the PAM onboarding process allowing IAS Team to set appropriate client account opening and funding expectations
Prepare and present PAM account onboarding process to their assigned regional Director’s team meetings
Provide ongoing sales support to WMIS and IIC in the review of their existing prospect pipeline for their geographical regions in alignment with their individual sales goals
Partner with Portfolio Manager Team Leaders and Trust Administration Team Leaders to proactively obtain pre-assigned Portfolio Managers and Account Officers for our high net worth client and complex cases
Contribute to the implementation and ongoing success of strategic initiatives
3+ years business experience in financial sales or service capacity with high net worth clients
Bachelor’s degree or the equivalent combination of education and experience
Strong working knowledge and understanding of financial markets, products and services
Proven ability to manage multiple efforts at once in a fast paced and changing environment
Excellent interpersonal skills; analytical, written and communication skills
Knowledge of automated workflow systems and/or contact management systems preferred (Seibel or Salesforce.com)

Institutional Sales Consultant Relationship Manager Resume Examples & Samples

Minimum of 5 years of experience in a client-facing role (preferably at an asset manager)
Preference for existing relationships with Investment Consultants and/or a working knowledge of the UK and European Pension frameworks
Good understanding of financial markets and financial products
Ability to communicate clearly and concisely, oral and written, with both clients and internal contacts
Excellent interpersonal skills, team orientation
A European language in addition to English would be an advantage

Institutional Trust Relationship Consultant Resume Examples & Samples

Oversee client relationships on a day to day basis
Working knowledge of effective sales techniques
Knowledge and general understanding of the trust industry
Experience in the investment, ERISA and custody industry a plus
Develop strong internal and external relationships with existing and new centers-of- influence
Ability to communicate to a diverse group on complicated issues and topics
Perform duties in compliance with Corporate Policies and Procedures and all applicable external regulations

Training & Relationship Consultant Resume Examples & Samples

Support clients through using Macquarie WRAP, Cash Management Accounts and Online Trading products
Develop and maintain quality relationships with key clients
Understand client needs and pass on feedback to product teams to enhance future product development
Maintain awareness of the market and financial service industry, track trends and provide reporting on product feedback
Design, develop and deliver training solutions to clients' employees
Actively train and support clients and their staff on Macquarie products, new product features and service enhancements
Review training material and identify opportunities to improve training solutions
Completed qualifications in financial services (RG146 compliance is essential)
Recent client facing experience in the Wealth or Financial Planning industry
Exposure to Investment Platforms, Cash Management Accounts or Online Trading will be highly regarded
Experience working in an autonomous environment
Strong facilitation and presentation skills both one-on-one and to large groups
Driver's license and access to a vehicle is essential

Consultant Relationship Manager Resume Examples & Samples

Build upon HSBC Global Asset Management’s existing coverage of consulting firms to enhance and strengthen the firm’s relationship and reputation within the consultant community
Partner with members of regional sales team to support business development opportunities
Develop and execute proactive investment consultant relations strategies; including
Excellent interpersonal and communication skills with the ability to develop solid and professional business relationships
Strong understanding of institutional investment trends
Series 7 & 63 required. On an exception basis, a 90 day contingency period to obtain the licenses may be granted, solely at management's discretion
Self-starter who is achievement oriented with the ability to work independently and efficiently
Ability to work collaboratively, with the ability to achieve consensus and work with a broad array of HSBC colleagues
Have strong personal attributes including motivation, persistence, organization, humility, credibility, and trustworthiness
Strong attention to detail and ability to manage multiple tasks simultaneously
Proven problem-solving skills in client consultative role
7-10 years of experience in the financial services industry; prior experience covering institutional consultants strongly preferred
Prior experience working in a global firm is a plus
Prior experience as a consultant a plus
Bachelor’s Degree required, advanced degree preferred (MBA, MA, MS, etc.)

Institutional Trust Relationship Consultant Resume Examples & Samples

Administration responsibilities include client meetings and compliance review of plan accounts
Acquisition responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations
On a day- to-day basis, oversee client relationships
Proven new business development background
Thorough understanding of the trust industry
Experience in the investment and custody industry a plus
Analyze, approve and present reports to decision makers both internally and externally
Develop strong internal and external relationships with existing and new centers-of- influence. Ability to communicate to a diverse group on complicated issues and topics
Excellent oral, written and organizational skills
Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc
Excellent problem analytical and problem-solving skills including attention to detail
Proven Sales Ability

Internal Relationship Manager Consultant Resume Examples & Samples

3 - 5+ years’ experience in reporting, analysis and/or strategy that directly aligns with the specific responsibilities for this position
Proven understanding and proficiency of Account Management related functions and competencies
Proven client facing presentation skills and competencies
Proven strong project management skills, including critical ability to coordinate and balance multiple tasks in a time-sensitive environment, under pressures, and meeting deadlines
Ability to write business correspondence, policies and proposals targeted to various audiences
Prove ability to apply basic concepts, such a fractions, percentages, ratios and proportions to practical solutions
Proven ability to analyze and interpret complex business functions and develop specifications
Proven ability to make decisions
Demonstrated strong interpersonal skills and experience in motivating others in a team-oriented, collaborative environment
Proven ability to lead and/or work on several projects simultaneously
Proven ability to prioritize work assigned
Demonstrated time management skills
Proven ability to present materials to senior leadership as required
Demonstrated excellent relationship management skills with internal and external clients
Critical thinker with an ability to analyze information and to evaluate the implications of a course of action
Ability to interpret and apply common sense understanding to carry out a variety of instructions
Proven ability to solve problems, collect data or information, establish facts and draw valid conclusions
Demonstrated experience with data analysis and ad-hoc reporting
Demonstrated experience with regression modeling, run charts, and histograms
Demonstrates excellent relationship management skills with internal clients (e.g. management and colleagues); proven ability to develop collaborative and creative approaches to driving client-focused solutions which also benefit the company

Senior Relationship Consultant Resume Examples & Samples

Build strategic working relationships with client groups, consult and guide clients to shape their strategies and priorities to improve store execution of programs and initiatives
Provide ATC/Store Operations with strategic, timely, concise and accurate information regarding client groups programs and communications to ensure store capacity allows for successful execution
Determine the appropriate level of support for client groups ensuring that capacity, resources and planning are managed effectively to deliver ‘Retail Ready’ programs to the stores
Identify and make recommendations to improve existing programs, communications, and related processes to improve store execution and adoption
Facilitate post-mortem feedback focus groups for major initiatives affecting client groups
Support Retail Operations Team as a liaison between home office and the field team on all initiatives to ensure the accurate and timely flow of communication
Support client groups in developing the appropriate content and direction for store facing communications in conjunction with the Communications Team
Strong retail background (preferably within Canadian Tire) and an understanding of the business processes or a strong understanding of store operations is critical for success
Consistently meets all project deadlines by using strong project management, time management and influencing skills
Critical thinking skills and the ability to strategize long-term solutions to often ambiguous challenges
Ability to build strong multi-stakeholder relationships through collaboration and the ability to influence without authority
Demonstrated ability to identify and escalate risks
Demonstrated ability to multi-task and adapt to changing priorities and tasks
Self-starter and action/results orientation
Superior communications and interpersonal skills
Minimum 5- 7 years of experience managing complex business projects
University degree or equivalent
LI-RD1

Direct Vehicle Rental Relationship Consultant Resume Examples & Samples

Develop and deliver Tactical Account Management Plans for each customer in order to maximise short to mid-term potential and minimise risk
Convey, influence and negotiate the selling of mobility products and services in line with Account development and targets / objectives. Achieve revenue targets; rental days, margin and portfolio
Build and develop strong customer relationships across all function levels internally and externally to ensure continued customer satisfaction
Be a point of reference (for internal and external contacts) to provide training or support, including conflict resolution or service queries as required
Manage margin, profit & debt at a customer level to ensure continued revenue growth and margin per rental day
Proven, relevant experience gained within the financial services and leasing industry, specifically covering account management in a vehicle rental environment. Demonstrable evidence of achieving success against sales targets is a pre-requisite
Well-developed analytical and information gathering experience as well as possessing a good commercial awareness and an entrepreneurial spirit
Effective, proactive communicator and inspirational, collaborative team member; able to prioritise and ensure deadlines are met through effective time management. Comfortable working as part of a team and individually
Passionate about what you do and about delivering an outstanding level of customer service for both internal and external customers
Great eye for detail with strong Word, Excel and PowerPoint skills. Practical knowledge of operating and reporting within Fleetware and IRIS would be advantageous

Relationship Consultant Resume Examples & Samples

Lead on developing, executing and tracking a project plan for both implementations and ongoing account management. Expert in consultative support both internally and externally. Problem solve on implementations and conference calls
Accountable for the end-to-end customer experience of assigned cases which can range from small to over 100,000 eligible members. Provide management and project teams with updates on accounts and problem solve. Maintain up-to-date client databases, business plans and legal requirements
Travel as needed to develop, build and maintain strong broker/consultant and client relationships. Attend client events and internal meetings (not geographic specific). Able to work as needed after hours and on weekends
Understand benefit offerings to group insurance accounts to provide enrollment material and client communications and reports. Identify alternative solutions
Monitor pricing/product mix opportunities and organize marketing plans (promotions, communications, brand awareness) to grow current membership or cross- sell other products. Research and define opportunities to improve profitability and retain customers
Respond to customer needs proactively. Primary contact to provide excellent post-sale high level customer service and solve escalated issues
5+ years of equivalent work experience
Life and Health License will be required within a specified timeframe
Prior expertise in the insurance industry (sales, underwriting, operations)
Understanding of employee benefits (life, dental, disability) and RFP process

Enterprise Relationship Consultant Resume Examples & Samples

Uncover additional client needs, deepen existing relationships and refer clients to partner businesses
Deliver exceptional service to clients by answering general account inquiries and providing quotes and account balances upon request
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Perform unsolicited trading requests

Fleet Account Relationship Client Consultant Resume Examples & Samples

5 years combined industry experience and/or sales
PC literacy and Microsoft Office
Have ability to interpret and analyze financial data
Presentation and training experience is beneficial
Thorough knowledge of applicable policies and procedures
Demonstrated sales and marketing skills and abilities

Fleet Account Relationship Client Consultant Resume Examples & Samples

Nine or more years of product sales experience
Expert knowledge of product marketing, client service issues, and organization operations
Excellent marketing and business development/sales skills
Ability to creatively resolve complex problems with general guidance

Enterprise Relationship Consultant Trainee Merrill Edge Resume Examples & Samples

Deliver on key performance metrics, including client satisfaction, productivity, quality and service standards
Establish strong client relationships by exceeding client expectations and following through on commitments
Communicate effectively
Ability to adapt and seek solutions for customers in a fast-paced environment
Strong desire for point of call resolution and a focus on client satisfaction

Enterprise Relationship Consultant Merrill Edge-rolling Meadows Resume Examples & Samples

Series 7 and Series 66 is required; if 66 not currently held, must be obtained within 90 days
Detail oriented, with good follow-up skills
Must be technologically savvy and able to quickly learn new systems
Must be flexible to work assigned shift within center hours of operation

IT Relationship Consultant Resume Examples & Samples

Serves as the primary point of contact to a sub-line of business or product line regarding IT strategy, projects, services and capabilities
Participates in the alignment of strategic and financial plans between IT and the business
Participates in formal service level, initiative and financial review meetings with customers and respective IT partners
Articulates the benefits and capabilities of IT’s support and services and ensures support to IT partners and the business
Reviews performance metrics to ensure continuous improvement and completes a client-driven report on key initiatives and metrics
Maintains knowledge of industry trends and knowledge of risks, opportunities and services available to build a competitive advantage and improve efficiency and effectiveness of the business
Collaborates with peers to establish best practices and service consistency
Identifies and implements cost saving initiatives to reduce/control expenses
Bachelor’s Degree in Computer Science, Information Systems, Business Administration, or other related field. Or equivalent work experience
5-7 years of broad IT experience, including application development, architecture, risk management, operations and engineering
Knowledge of software development life cycle, infrastructure products and services and IT portfolio and program management
Upper-management level technical and customer service management experience
Strong business acumen with a broad range of exposure to business units

Relationship Consultant, Insurance Services Resume Examples & Samples

Develop strong, positive relationships with clients by providing strategic support of their initiatives
Build and enhance business partnerships by building trust with key client decision makers
Maintain effective client relationships by ensuring product and service offerings are in line with client expectations
Apply industry and practitioner knowledge to understand and support client business objectives
Maximize client retention by working with clients and ADP management to resolve any issues that arise and are in our control
Act as a liaison between client and ADP, collaborating with other ADP teams including Product Management, Implementation, Sales and more
Conduct frequent proactive calls to ensure optimal performance is met along with periodic field reviews
Mentor less experienced Relationship Managers
Provide assistance related to reporting, evaluations, trend analysis, education and more
Identify new service and product opportunities and coordinate with Sales
At least 5 years of experience in a professional services, implementation, client services, sales, human resources or payroll/finance environment
Health Insurance experience
Insurance, Health and Benefit service experience
Health Insurance License
Ability to travel up to 60 - 70%
Proven ability lead conversations with executive-level client contacts
Results-oriented, organized, and able to multi-task
Deadline-oriented
Excellent verbal and written communication and platform skills required
A proven proficiency in managing client relationships

Crm-i&c-consultant Relationship Manager Home Based Resume Examples & Samples

Experience in the energy market with electricity and gas
Selling skills and excellent communication
Ability to identify and target profitable consultants and customers that align to Haven’s I&C strategy
Ability to engage with, and influence, consultants and customers at all levels of the business
Ability to manage the creation of high class tender submissions that maximise scoring with the consultant and customer
Ability to use the internal margin reporting available
Ability to calculate margin on accounts and to grow margin from consultants
Ability to identify and manage risks associated to large I&C customers
Ability to quickly understand competitor offerings and how to compete
Ability to progress consultants to an ‘energy partnership’ with AVS
Ability to communicate effectively internally
Ability to engage senior stakeholders and utilise them for the benefit of your consultants and customers
Establish a database of customers for the purpose of renewal and prospecting utilising the available IT systems to maximise opportunities
Work with the Strategic Sales Channel to identify and target customers with high potential AVS and margin generation
Grow and maintain excellent relationships with key stakeholders within target consultancies
Obtain a good understanding of target consultants business strategy and target market
Produce well-structured proposals in response to invitations to tender which clearly take into account the customer’s requirements
Implement margin development plans across consultants to maximise gross margin secured both at contract signature and over the lifetime of the contract
Actively assists Customer Services in terms of the customer interface particularly with any issues related to end to end customer accounts and outstanding debt
Structure customer contracts that clearly define where the value is derived for Haven
Understand the high level £/MWh and £M each of your consultants delivers
Fully understand promote and sell all AVS propositions to consultants and where appropriate customers
Target AVS effectively based upon consultants strategies and drivers
Research competitor offerings and where appropriate feedback and drive changes that will enable Haven to compete more effectively
Understand who all the key internal stakeholders are for both prospects and customers
Ensure the consultant, customer and Haven have a value adding multi-level relationship across their key stakeholders and contacts including their dedicated Customer Service Advisors

Relationship Manager Uswa Manager Research Consultant Team Resume Examples & Samples

Ability to engage clients/prospects in investment portfolio discussions and positioning BlackRock’s investment solutions
Superior communication skills, both written and verbal, especially via face to face meetings and conference calls
Creates and maintains long-term strategic trusting relationships with clients, both internal and external
In-depth knowledge of BlackRock’s investment products and ability to effectively communicate quantitative and qualitative aspects of investment process, philosophy, people and performance
Excellent judgment relative to communicating appropriate information to sponsor due diligence analysts
Deep understanding of capital markets and modern portfolio theory; superior grasp of investment strategies, industry/market knowledge and competitive landscape
Persuades and influences other; gains credibility quickly with multiple audiences
Must be proactive and take prompt action to accomplish objectives
Experience as a National Account Manager, Product Specialist, Institutional Sales professional, Consultant Relationship professional, money manager, or research analyst
Highly organized, motivated and team player
Willing to travel up to 40% of time, primarily to sponsor home office locations
8 -10+ years relevant financial industry experience preferred

Financial Relationship Consultant Resume Examples & Samples

Ensures a high focus on determining members’ needs and cross-selling appropriate services and continually building and enhancing member relationships including referring to FPS and mortgages
Open all types of accounts; including checking, savings, certificates of deposit, IRAs, etc
Must be member focused and able to convey information in an enthusiastic and positive manner. Must possess superior problem solving skills
Proactively cross-sell credit union products or services to existing and potential members through a consultative sales approach via in-person sales sessions as well as by phone, written correspondence and external outbound sales calls
Ability to greet members enthusiastically and constantly look for ways to ‘surprise & delight’ them
Provide information and referrals to members seeking other services, including but not limited to, trust and mortgage
Answer questions and/or resolve complex technical problems on member accounts. (i.e., assist in enrolling online services)
Work closely with Area Market Manager and/or Community Financial Center Manager to generate business through outbound calling, sales calls, community involvement, and other various types of business development efforts in the branch market area
Maintain high product knowledge by learning new selling techniques, new products and market trends
Maintain accurate records of all sales production and prepare weekly report to Area Market Manger and/or Community Financial Center Manager
Meet or exceed sales goals
Participate as a team player in an effort to attain community financial center goals
Demonstrate complete understanding and adherence to the prescribed sales process
Update knowledge and develop professionally on a continuing basis through various training resources
Knowledge of credit union services and products
Excellent member service skills
Ability to make sound lending decisions
Ability to communicate effectively in writing and orally
Ability to resolve interpersonal conflict and miscommunications
Knowledge of spreadsheet software and ability to use word processing software
Must be able to be bonded

Relationship Manager for Consultant Firms Resume Examples & Samples

Management of all the consultant relationships with emphasis on the 7 key consultants who interact with our top revenue clients
Establishment of a structured framework with the objective of achieving best practice in managing the consultant relationships and ensuring that all internal stakeholders are appropriately engaged and working to agreed high levels of execution. Key deliverable will be to ensure a consistent process of engagement and delivery of information with each consultant firm and internal stakeholders
Improve consultants perception of Northern Trust by
A proven track record in the industry, with a preference for at least 8 years’ experience working in all aspects of the funds / securities business
Established relationships with Executive level Client Stakeholders
Knowledge of upcoming regulation and its impact on Northern Trusts service offering
Regulatory knowledge
Client service delivery

Senior Relationship Consultant Resume Examples & Samples

Build strategic working relationships with customers to consult, guide and shape strategies and priorities to improve store execution of programs and initiatives
Determine appropriate level of support for customers ensuring capacity, resources and planning are managed effectively to deliver ‘Retail Ready’ programs to the stores
Work collaboratively with Store Support partners to mitigate store capacity issues and ensure alignment of field teams to more effectively support stores
Support our customers in developing the appropriate content and direction for store facing communications in conjunction with the Dealer Communications Team
Full integration and understanding of business priorities to drive results

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