Client Relationship Consultant Resume Samples
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Client Relationship Consultant Resume Samples
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DK
D Koepp
Donavon
Koepp
4401 Graham Viaduct
Dallas
TX
+1 (555) 512 6432
4401 Graham Viaduct
Dallas
TX
Phone
p
+1 (555) 512 6432
Experience
Experience
Detroit, MI
Client Relationship Consultant
Detroit, MI
Yundt Inc
Detroit, MI
Client Relationship Consultant
- Assist the Client Relationship Specialist and Client Relationship Consultants on Fund Changes including tracking of steps and progress through the steps
- Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilities
- Demonstrate a passion for driving sales and being self motivated
- Demonstrate a passion for driving sales and being self-motivated
- Secure all legal documentation. Interface with Support Service areas on issues relating to the client
- Understand and proactively identify opportunities for additional business from existing clients
- Keep up-to-date on all aspects of accounts enabling proactive communication with clients
Houston, TX
Client Relationship Consultant Series Required
Houston, TX
Hickle Group
Houston, TX
Client Relationship Consultant Series Required
- Deliver exceptional service to clients by answering general account inquiries and providing quotes and account balances upon request
- 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
- Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
- Perform unsolicited trading requests
- 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
present
Boston, MA
Wealth Management Client Relationship Consultant
Boston, MA
Grant, Rohan and Koelpin
present
Boston, MA
Wealth Management Client Relationship Consultant
present
- FINRA Series 7, 66 (or equivalent i.e. 63 & 65) or passage within 120 days of starting role
- State and Non-Resident Life, Health license or passage of exam within 120 days of starting role
- At least 4 – 7 years working in a financial sales/service capacity with high net worth clients
- Serves as a relationship management point of contact for clients in transition as a result of departed Wealth Management Advisors and partners with Regional Directors
- At least4 – 7 years working in a financial sales/service capacity with high net worth clients
- Conducts the following with clients
- Provide client service and sales support as an integral part of the Wealth Management advisory team, focusing primarily on advice implementation, asset consolidation coordination and client counseling on income execution, including assisting clients in completing forms and reviewing forms for accuracy
Education
Education
Bachelor’s Degree in Knowledge Base Required
Bachelor’s Degree in Knowledge Base Required
Strayer University
Bachelor’s Degree in Knowledge Base Required
Skills
Skills
- Ability to operate on multiple levels – strategic view as well as good operational management and attention to detail
- Detailed oriented with excellent follow-up skills
- Strong investment product and industry knowledge
- Ability to create, develop and maintain lasting and commercially valuable client relationships
- Excellent technical understanding of corporate Superannuation
- Ability to consistently achieve targets
- Ability to perform and manage multiple tasks in a growth environment that is experiencing constant change
- Problem solving skills and the ability to clearly articulate responses and solutions
- Ability to juggle multiple tasks simultaneously by adopting exceptional Project Management, Stakeholder Management and Prioritisation techniques
- Strong analytical, technical skills, and organizational skills
7 Client Relationship Consultant resume templates
Read our complete resume writing guides
1
Wealth Management Client Relationship Consultant Resume Examples & Samples
- FINRA Series 7, 66 (or equivalent i.e. 63 & 65) or passage within 120 days of starting role
- At least4 – 7 years working in a financial sales/service capacity with high net worth clients
- Demonstrated relationship management ability with high net worth clients including skills in retirement product and general investment matters
2
Senior Client Relationship Consultant, Mylink Resume Examples & Samples
- This position requires a thorough in-depth knowledge and understanding of the investment industry and BMO InvestorLine services and products. With exceptional customer service skills and leadership abilities, the Senior will assist and support a team of 12 to 15 IIROC licensed representatives
- Strong ability to interpret industry rules/regulations and apply them in client situations. The ability to take complex information (trading, compliance etc) and make it easy for clients to understand
- At least 3 years of experience with BMO InvestorLine or equivalent. Successful completion of Canadian Securities Course, Conduct and Practices Handbook, Derivatives Fundamentals & Option Licensing Course is a must. University degree or equivalent experience. Branch Managers Course required within 6 months of hire
- Excellent communication skills both verbal and written are essential. Strong conflict management/resolution skills are also important
- Support the creation and development of a fun and motivating work environment through coaching and team-building
- Have the ability to effectively and professionally represent the firm to internal and external business partners
- Strong ability to seek, recognizes, and acts upon opportunities to expand business relationships with clients
- Strong knowledge of RIS, Thomson, FileNet, and Broadridge an asset
3
Client Relationship Consultant Resume Examples & Samples
- Knowledge and understanding of industry regulations & standards
- Ability to manage stress and risk – would make large trades (over $1,000,000)
- At least 1 year of experience with BMO InvestorLine or equivalent
- Successful completion of Canadian Securities Course, Conduct and Practices Handbook, Derivatives Fundamentals & Option Licensing Course is a must
- Must show initiative to take on additional tasks and learn new skillsets
- General computer knowledge (Word, Excel, Windows)
- Advanced knowledge of required programs (RIS, ADP, Thompson One) and ability to troubleshoot website issues
4
Client Relationship Consultant, Mylink Team Resume Examples & Samples
- Broad knowledge and understanding of BMO InvestorLine Inc. products and services
- Exceptional written communication and telephone skills
- Effective business communication and professional writing
- Goal and achievement oriented
5
Client Relationship Consultant Resume Examples & Samples
- Develop and maintain an understanding of commercial mortgage business best practices to use in coaching our clients to successful utilization of our software and services
- Assist in the development of additional value the client services area can bring to SS&C and our clients
- Develop detailed knowledge of client companies – decision makers, influences, types of business units, invested assets… Leverage this knowledge to strengthen and grow relationships with clients
- Perform regular client visits to strengthen relationships, address issues, discuss development pipelines, demo new capabilities
- Establish and maintain strong and appropriate-level relationships with clients; ensure SS&C senior management has client executive contacts and is helping to manage those relationships
- Achieve department goals in the areas of client satisfaction, revenue opportunity identification, and other established performance metrics
- Serve as the escalation point for client issues
- Other duties as assigned including the management of internal projects
6
Client Relationship Consultant Resume Examples & Samples
- Understand and proactively identify opportunities for additional business from existing clients
- Demonstrate a passion for driving sales and being self-motivated
- Series 7 required. Series 66 or 63/65 strongly preferred. If Series 66 is not currently held, must be obtained within 90 days
- Superior customer service skills
- Strong analytical, technical skills, and organizational skills
- Must be able to work independ
7
Senior Client Relationship Consultant Resume Examples & Samples
- With a great attention to detail this highly organized individual will demonstrate excellent analytical, interpretative and constructive thinking skills and significant problem resolution experience that will support his or her in depth knowledge and understanding of industry regulations and standards
- Strong ability to interpret industry rules/regulations and apply them in client situations. The ability to take complex information (trading, compliance, etc) and make it easy for clients to understand
- At least 3 years of experience with BMO InvestorLine or equivalent. Successful completion of Canadian Securities Course, Conduct and Practices Handbook, Derivatives Fundamentals & Option Licensing Course is a must. University degree or equivalent experience. Branch Managers Course and Trader Training Course required within 12 months of hire
- Ability to make sound decisions, rapidly and under pressure for trade approvals or to mitigate risk on trade errors
- Strong level of knowledge in MS Excel (macros, Vlookup function, etc.) is required
- Ability to work and adapt in a high stress, fast-paced and changing environment
8
Client Relationship Consultant Outbound Team Resume Examples & Samples
- Great ability to seek, recognizes and act upon opportunities to expand business relationships with clients
- Successful completion of Canadian Securities Course, Conduct and Practices Handbook
- Derivatives Fundamentals Course and Canadian Options Course an asset
- Goal and achievement orientated
- Ability to work in a high stress environment
- Ability to adapt in a fast-paced, changing environment
- The incumbent should be self-motivated and have the ability to work independently
- Language skills as per regional requirements
9
Weath Management Client Relationship Consultant Resume Examples & Samples
- Industry certifications such as CFP, ChFC, CLU, etc. are highly desired
- At least 4 – 7 years working in a financial sales/service capacity with high net worth clients
- Understanding of investment fundamentals and ability to communicate complex wealth management concepts, along with a demonstrated proficiency with TIAA-CREF products and services
10
Client Relationship Consultant Resume Examples & Samples
- Responsibility for a panel of MLC Business Super plans from within the $1m - $10m FUM segment
- Identify and realise opportunities to grow funds flow from your assigned panel
- Ensure that any issues that emerge concerning your panel are resolved promptly and any preventative steps are implemented appropriately
- Escalation point for plans on your assigned panel however care will need to be taken that this doesn't replace existing service channels
- In resolving issues for plans on your panel you will need to ensure you don't neglect the remainder of your panel or compromise on your ability to achieve growth and retention targets
- Awareness of the service channels that employers have access to and work collaboratively with stakeholders across NAB Wealth to ensure that these channels deliver quality service to your employer clients
- Awareness of other CIW initiatives targeting employers or members directly and give consideration for how this impacts your assigned panel as well as how you can contribute to the success of these same initiatives
- Ability to create, develop and maintain lasting and commercially valuable client relationships
- Exceptional influencing skills
- Ability to juggle multiple tasks simultaneously by adopting exceptional Project Management, Stakeholder Management and Prioritisation techniques
- Exceptional organisational skills covering planning, documentation and implementation
- Ability to consistently achieve targets
- Excellent technical understanding of corporate Superannuation
- A broad understanding of how competitors are positioned in the corporate super marketplace
- Ability to operate on multiple levels – strategic view as well as good operational management and attention to detail
11
Wealth Management Client Relationship Consultant Resume Examples & Samples
- Serves as a relationship management point of contact for clients in transition as a result of departed Wealth Management Advisors and partners with Regional Directors
- Delivers advice requests for Wealth Management-eligible clients
- Conducts the following with clients
- Updated Retirement Review
- Annual Review
- Annual Presentation
- Implementation Plan
- CFPR (Current Financial Position Report)
- Communicates the Wealth Management value proposition
- Proactively communicates with clients and follows up on advice delivery (income distribution/advice implementation)
- Conducts the initial client interview
- Enters financial data into the appropriate systems in order to produce financial solutions for select clients
- Executes client transaction requests, such as implementing advice recommendations
- Responsible for identifying growth and asset retention opportunities Assess the client's financial situation and personal circumstances to provide a distinctive experience
- Delivers appropriate advice aimed at instilling the confidence to grow and retain the clients’ relationships
- FINRA Series 7, 66 (or equivalent i.e. 63 & 65) or passage within 90 days of starting role
- State of Residence Life, Health license or passage of exam within 90 days of starting role
- At least 4 years working in a financial sales/service capacity with high net worth clients
- Prior CRC experience a plus
12
Wealth Management Client Relationship Consultant Resume Examples & Samples
- FINRA Series 7, 66 (or equivalent i.e. 63 & 65) or passage within 120 days of starting role
- Bachelor’s degree or the equivalent combination of education and experience
- Ability to work independently and delegate non-registered items to support teams
13
Client Relationship Consultant Resume Examples & Samples
- Coordination of all regional team APR’s, AIR’s, Strategic Action Plans and other client reports including the development, data extracts, editing, printing, binding and shipping
- Maintenance of Avenue database and generation of routine or special reporting from Avenue for Client RD regional team
- Coordination of PoD This includes ordering, reviewing and tracking delivery of enrollment kits plus the following up with clients to schedule their orders and coordinating cataloged forms with PoD and PSD
- Prepare customized client presentations, spreadsheets and other materials including coordination of Fulfillment (Marketing and Legal approval and mailing) of all custom documents as directed by the AE or RVP
- Coordination of educational efforts with PAS – enroller requests, meeting schedules, sending client info to enrollers, and coordinating client meeting materials
- Assist the Client Relationship Specialist and Client Relationship Consultants on Fund Changes including tracking of steps and progress through the steps
- Coordination of regional team office supplies, client give-a-way supplies, and marketing/product and services print material supplies
- Maintenance of regional team SharePoint site and local network drive files/folders
- Assist RVP in tasks related to team meetings, training and client/advisor events and new hire candidate interview activities
14
Client Relationship Consultant Resume Examples & Samples
- Must be 18 years of age or older
- Ability to communicate clearly
- Based on program requirements, additional experience may be required
15
Client Relationship Consultant Resume Examples & Samples
- Develop and manage strong business relationships with assigned clients in conjunction with GBS Consultant through in-person visits, entertainment opportunities and phone contact at multiple levels within client organization
- Manage client service plan with corresponding activities and deliverables, including action planning, mid-year and renewal planning and management objective setting
- Provides guidance on regulatory issues that impact health & welfare benefit plans
- Analyze carrier reports, benefit plan structures, plan design and industry trends and make appropriate benefit plan recommendations in conjunction with GBS Consultant
- May be prepared to handle market Requests for Proposals (RFPs), prepare client renewals and negotiate rates with carriers in conjunction with GBS Consultant; may prepare and present alternate benefit options when appropriate
- Provide consulting to clients regarding health & welfare benefit program plan design and trends within the benefits industry (healthcare, voluntary benefits, etc.) in conjunction with GBS Consultant
- Assist clients in developing employee communication strategies & materials. Be prepared to create and deliver employee communication through technology tools, benefit summaries, webinars, open enrollment meetings and other methods as required and appropriate
- Provide compliance reviews for clients and make recommendations for changes to bring clients into compliance in conjunction with GBS Consultant
- Review all new and renewal policies, summary plan descriptions (SPDs) and plan amendments for accuracy (using required procedures) prior to delivery
- Adherence to BOSS mandatory compliance standards
- Identify new business opportunities and additional lines of coverage for GBS products and services among the current book of business client
- Ability & willingness to travel 25% of the time
16
Client Relationship Consultant Resume Examples & Samples
- Builds, expands, and solidifies relationships with existing clients at all levels within the company
- Works closely with the GRS Sales Consultant on the transition of the new client post the completed sales process
- Cultivates relationships with most senior buyer in the client organization as well as with day-to-day client representatives and buyers
- Prepare and negotiate fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement
- Responsible to have meaningful discussions with clients on their future benefit and risk management needs that might result with the expansion of the Gallagher relationship
- Has retention goals for assigned group of accounts
- Ensure client satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client intentions
- Continually build and leverage credible relationships with internal/external clients to achieve desirable outcomes
- Assess and prioritize client needs in a timely manner. Identify and help clients to focus on their most critical needs
- Schedule and conduct investment/service reviews quarterly. Oversight of new business implementation processes
- Secure all legal documentation. Interface with Support Service areas on issues relating to client
- Review/approve all key client deliverables. Set and communicate clear and realistic expectations in order to avoid perception of service delivery failure
- Survey client satisfaction through regular service reviews
- Ability to interact and consult at the "C" level
- Possess the following expertise and ability to deliver: Plan Design Consulting, RFP Assembly and Analysis, Investment Analysis, Quarterly Investment Delivery and Replacement, Quarterly Plan Updates, Annual Report Reviews, Investment Policy Statement Origination and Review, Meeting Minutes and Documentation, Annual Plan Review
- Participate and add value in finalist presentation
- Possess deep technical knowledge: ERISA Consulting, DOL Reviews and Updates, Retirement Plan Rules and Regulations, Fiduciary Consulting, All Products and Services including 401(k), Defined Benefit, 403(b)Series 6 and 7/63 and life insurance license
- Ability to generate leads and cross selling opportunities
- Or --
- License required
17
Client Relationship Consultant Resume Examples & Samples
- Works closely with the GRS Sales Consultant on the transition of a new client post the sales process
- Bachelor's degree and 5 or more years experience working as a consultant or provider client relationship manager
- License required (Series 6 and 7/63, life insurance license)
- Possess the following expertise and be able to deliver
- Plan Design Consulting
- RFP Assembly and Analysis
- Investment Analysis
- Quarterly Investment Delivery and Replacement
- Quarterly Plan Updates
- Annual Report Review
- Investment Policy Statement Origination and Review
- Meeting Minutes and Documentation
- Participate and add value in finalist presentation (will be a part of a finalist presentation)
- Annual Plan Review
- Possess deep technical knowledge
- ERISA Consulting
- DOL reviews and updates
- Retirement plan rules and regulations
- Fiduciary Consulting
- All products and services including 401(k), Defined Benefit, 403(b)
18
Client Relationship Consultant Series Required Resume Examples & Samples
- Provide high caliber of service through general inquiries, account maintenance, online access, website navigation and unsolicited securities trading
- Maintain current knowledge of Merrill Edge products, policies and services while keeping abreast of financial markets and regulations
- Educate potential and existing clients about self-directed products and services
19
Client Relationship Consultant Resume Examples & Samples
- Bachelors degree plus 3 or more years client coordination and/or claims management experience
- OR--
- Appropriately licensed and/or certified
- Able and willing to travel approximately 25% of the time, or less
- Working knowledge of Microsoft Windows applications and MS Office
20
Wealth Management Client Relationship Consultant Resume Examples & Samples
- Minimum of 2 years’ experience working in financial services industry with high net worth clients (250k +) is required
- Series 7, 66 (or 63 and 65) and appropriate State Life and Health Insurance licenses are highly preferred. All licenses must be obtained within 120 days from start date
- Experience working in a financial sales/service capacity for a book of high net worth (250k +) and affluent clients
- Ability to deliver a distinctive and thoughtful experience that is aimed at presenting complex information in a way that enables clients to make informed investment decisions
- Experience working independently and delegating non-registered items to support teams
- Experience assisting clients with retirement products and solutions, general investment matters and applicable tax and estate planning issues
- Ability to multi-task and prioritize
- Experience generating sales from warm leads
- Computer skills that include working knowledge with Microsoft Office suite, CRM, and proprietary systems
- Bachelor’s Degree in a business related field
- Professional designation of Certified Financial Planner (CFP) preferred but can be obtained utilizing our Professional Designation Program
21
Wealth Management Client Relationship Consultant Resume Examples & Samples
- Assist in managing individual relationships with high net worth clients across all products and services, focusing on building book of business, strengthening relationships, and growing and retaining assets
- Provide client service and sales support as an integral part of the Wealth Management advisory team, focusing primarily on advice implementation, asset consolidation coordination and client counseling on income execution, including assisting clients in completing forms and reviewing forms for accuracy
- Identify sales and asset retention opportunities and refer to advisory team; accountable for coordinating sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution
- Address client issues and manages client expectations
- Perform registered and non-registered activities related to identifying client needs and identify potential issues with current financial plans (estate planning, beneficiaries, etc); probe for client concerns and gather additional information regarding client current financial situation and potential future needs
- Conduct proactive client outreaches and/or marketing campaigns as determined by the Advisory team to educate clients on additional WM products and services
- Responsible for developing & leading advisory team practice management routines to promote efficient and effective practices and support Advisory team in overall book management strategy
- Minimum of 2 years’ experience working in financial services industry with high net worth clients (250k +) is required
- Series 7, 66 (or 63 and 65) and appropriate State Life and Health Insurance licenses are highly preferred. All licenses must be obtained within 120 days from start date
- Experience working independently and delegating non-registered items to support teams
- Ability to multi-task and prioritize
- Bachelor’s Degree in a business related field
- Professional designation of Certified Financial Planner (CFP) preferred but can be obtained utilizing our Professional Designation Program
22
Wealth Management Client Relationship Consultant Waltham Resume Examples & Samples
- Experience working in a financial sales/service capacity for a book of high net worth (250k +) and affluent clients
- Ability to deliver a distinctive and thoughtful experience that is aimed at presenting complex information in a way that enables clients to make informed investment decisions
- Experience assisting clients with retirement products and solutions, general investment matters and applicable tax and estate planning issues
- Experience generating sales from warm leads
23
Wealth Management Client Relationship Consultant Cambridge Resume Examples & Samples
- Provide client service and sales support as an integral part of the Wealth Management advisory team, focusing primarily on advice implementation, asset consolidation coordination and client counseling on income execution, including assisting clients in completing forms andreviewing forms for accuracy
- Identify sales and asset retention opportunities and refer to advisory team; accountable for coordinating sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution
- Perform registered and non-registered activities related to identifying client needs and identify potential issues with current financial plans (estate planning, beneficiaries, etc); probe for client concerns and gather additional information regarding client current financial situation and potential future needs
- Responsible for developing & leading advisory team practice management routines to promote efficient and effective practices and support Advisory team in overall book management strategy
24
Client Relationship Consultant Resume Examples & Samples
- Typically have 2-4 clients
- Ensure best practices used across clients
- Back up structure for client coverage
- 2nd level of client day/day contact
- Responsible for monthly client reporting
- Internal/External Audit support
- Participates in regularly scheduled client calls and on demand meetings
- Available to participate in service reviews
- BS Degree or equivalent experience
- 5+ year’s experience in Retirement Plan
- MS Office with strong Excel
- Omni experience a plus but not required
25
Client Relationship Consultant Resume Examples & Samples
- Demonstrate a passion for driving sales and being self motivated
- Series 7, 63 or 65, 66 strongly preferred
- Ability to have a need based conversations and prior sales experience, preferably investment related
- Superior customer service skils
- Previous Sales Experience
- 3 years of Financial Service Experience
- Proven history of success in developing, retaining and expanding client relationships
