Client Service Consultant Job Description
Client service consultant
provides financial advice by describing the features & benefits of basic financial products and services during customer interactions.
Client Service Consultant Duties & Responsibilities
To write an effective client service consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included client service consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Acts as intermediary and advocate for Relationship Management staff
Responds to inquiries by providing the requested information and working with the appropriate areas for resolution of issues
Acts as the initial contact for complex partner inquiries for bank products and services
Participates in new initiatives, training and pilot groups
Participates in system and application testing, as needed
Tracks and records contacts with partners, identifying trends and recurring issues
Focuses on resolution of complex transactions
Holistic ownership and
Lead inquiries within
Trading desk support to include ad-hoc queries ongoing business initiatives
Client Service Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Service Consultant
List any licenses or certifications required by the position: HAZWOPER, PMP, APMP, CISSP
Education for Client Service Consultant
Typically a job would require a certain level of education.
Employers hiring for the client service consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Finance, Financial Services, Accounting, Computer Science, Mathematics, Management, Business/Administration, Communication
Skills for Client Service Consultant
Desired skills for client service consultant include:
Services and systems
Services and systems and ability to apply analytical skills to the interaction of these products
Administrative operations
Benefits structure
Cigna Select funding options
Platforms are
Group products
MetLife’s and competitors’ products and trends
Product range features
Technical limitations and business benefits
Desired experience for client service consultant includes:
Business ownership of major merchant implementations and to be available as the
Strong client interaction skills, with ability to find common ground when needed and explain project scenarios in customer-friendly terms
Ability to work effectively at all levels in a matrixed role/organization
Must use judgment in assessing client requests that aligns to prescribed policies and regulations
Basic technical skills and familiarity relating to data transfer methods (SFTP
Possess a minimum of three years of customer service, training, or sales experience
Client Service Consultant Examples
1
Client Service Consultant Job Description
Job Description Example
Our company is growing rapidly and is hiring for a client service consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service consultant
- Manage the mitigation of help desk tickets through partnership with operations team
- Partners with Financial team in completion of client reports
- Quality Analysis/Quality Control of key deliverables related to projects and tasks managed, projects and tasks managed by others
- Independently work with Product, Sales and other partners to continue the development of the Alternative Asset custody product offering
- Assist client, partners, and staff with complex problem resolution
- Identify and develop new business opportunities, and deliver responsive, high quality environmental compliance and/or investigation and remediation consulting services
- Work with project managers on strategic pursuits, including proposal development and client meetings, and help to maintain strong relationships with key planning leaders within the Philadelphia region
- Pinpoint and market new clients within the greater Philadelphia area
- May guide the activities of lower-level staff members
- Acts as Subject Matter Expert (SME) within area, proving both internal and external consulting services on system, module and product
Qualifications for client service consultant
- Financial industry certifications are considered a plus
- Excellent approach to problem solving
- A college or university degree is preferred and/or 4-6+ years of relevant work experience
- Previous Financial Industry Operations, Asset Management and/or Investment Operations experience a plus
- Works with a sense of urgency Experience
- Basic understanding of payroll processing workflow from input to delivery of the payroll
2
Client Service Consultant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client service consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service consultant
- Leads the calls with technical, account management, vendors and/or the client when necessary
- Consults internally and externally on the analysis and evaluation of client initiated changes, including options maintenance requests, through client consultation about best practices and internal research
- Serves as consultant for the client
- Leads client training on specified modules or product, as required
- Develops complex functional requirements and specifications to support client customization or system changes to include coding scripts and writing macros
- May mentor and/or provide guidance and expertise to more junior team members
- Coordinate with client manager to ensure client needs are met and potential problems are averted
- Through understanding of the customers benefit needs and priorities industry trends and product/service options, work to influence the most positive benefit outcomes
- May act as mentor to others on the team
- Communicating with clients regarding billing, account questions, account transactions
Qualifications for client service consultant
- Ability to work independently in a team environment while demonstrating resourcefulness in the use of available tools and support resource
- Quick Basic Proficiency
- Demonstrated planning/organizational skills
- To analyze marketing data and turn research into smart business analysis
- To read big data identifying market trends and main drivers of changes
- To provide company client’s professional and trustful consultancy
3
Client Service Consultant Job Description
Job Description Example
Our growing company is looking to fill the role of client service consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service consultant
- Plan consultative support strategies for a territory and execute them, in co-operation with multiple salespeople
- Act as an escalation point for client issues and resolve in-bound support queries for product functionality and occasional technical troubleshooting
- Work with account managers for up-sell and cross-sell opportunities
- Work closely with product management teams to relay client requirements and priorities to ensure that product development reflects market needs
- This role requires frequent in-person client site visits and occasional travel to major cities
- May provide technical support on WF web sites and web site training for clients
- Work to further improve the support offered to existing clients and on-boarding of new clients
- Serves as a key resource and may serve as a subject matter expert to customer unit and Regional accounts
- Holds internal partners accountable and may guide the activities of other team members
- Answering emails/phone calls, proactive calls to customers to help sales, reporting updates, plan summary creation, online request help for customers
Qualifications for client service consultant
- University degree in Sociology, Marketing, Economy or Statistics
- 2+ years in the field of Market research
- Very good MS Office (Excel and PowerPoint)
- Proven success leading project teams and marketing new clients
- Current P.E
- Verifiable client relationships in the southeast market
4
Client Service Consultant Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client service consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service consultant
- Leads and coordinates implementation of new clients and the addition of product lines to existing clients
- Accountable for daily service level monitoring, team level metrics and shifting of resources to ensure that work moves smoothly each day without interruption and departmental goals are met
- Researches in-depth customer service issues, providing timeline, and recommendations for areas of opportunity and process improvement both at the individual and team level
- Resolve challenges in order to enable service results
- Accountable for quality assurance checks and provides direct and candid feedback to leaders and service reps
- Participates with management in the hiring
- Drives on-boarding/training of new hires
- Collects and analyzes trends and drives improvement opportunities (new workflows, procedures and training)
- Provides subject matter expertise from front-to-back on products, processes, systems and overall customer experience on formal and informal projects
- Manages, develops and/or mentors team members (direct staff, SMEs, etc), manages projects and processes
Qualifications for client service consultant
- Experience providing environmental compliance and/or investigation and remediation services through a consulting/engineering firm
- The ability to work inclusively in a team environment individual contributor, exhibiting initiative and flexibility to meet client expectations
- Under general supervision (but works independently most of the time) focuses on resolution of complex transactions, where expertise is required to interpret policies, guidelines and/or processes
- Analytically and procedurally competent, representing the team on cross-function process or project deliverables
- Responsible for the processing of FX transactions, spots, forwards and NDF’s
- A Consultant on the Investment Operations Outsourcing (IOO) Client Service team has broad, in-depth knowledge of the business and acts as the first point of reference for day-to-day queries serves as a liaison to related areas
5
Client Service Consultant Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client service consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service consultant
- Creates and delivers formal communications
- Partners with key business areas to ensure we have accurate, current, and effective procedures in place based on emerging trends and changes
- May provide presentation of workshops to a variety of external audiences that could require travel opportunities
- Representative and presenter to key accounts, key brokers and key enrollment firms
- Fully support and represents management as needed
- To answer calls and resolve queries posed by Tenants and Landlords correctly and as quickly as possible
- To adhere to company best practice policy at all times
- To maintain rand standards
- Professional training provided by our award winning L&D Team
- 5 day working week, Monday - Friday 9.00am - 5.30pm
Qualifications for client service consultant
- Independently build relationships with internal and client contacts
- Understand impact of personal job function(s) on IOO peers and applicable shared services partners
- Minimum of 15 years consulting firm experience managing and delivering environmental due diligence, remediation and/or environmental compliance services
- Minimum of 5 years business development experience selling compliance/remediation services to municipal government/public sector, manufacturing, industrial, and/or transportation sectors
- Strong project management, staff management, and mentoring skills
- Ability to interface and develop a rapport and positive relationship with our clients and employees