Client Consultant Job Description

Client Consultant Job Description

171 votes for Client Consultant
Client consultant provides competitive analysis on various companies' market offerings, identify market trends, pricing/business models, sales and methods of operation.

Client Consultant Duties & Responsibilities

To write an effective client consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included client consultant job description templates that you can modify and use.

Sample responsibilities for this position include:

Consults and collaborates with sales officers and clients to ensure client requirements are fully met by services requested
Coordinates a variety of complex and technical implementations of new or enhanced services
Act as a liaison between Operations Units, Sales and clients to ensure services are implemented within specified timeframes
Provides technical and product related assistance to Business Development and Account Executive sales efforts with new clients existing clients
A commitment to the ethos of World Class Service
Focus on departmental Hoshin objectives and KPI's
Observing established business processes
The relentless pursuit of continued improvement
Establishing and managing the client implementation project plan to ensure target dates are met
Accurately documenting the proposed payroll functionality and procedures

Client Consultant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Consultant

List any licenses or certifications required by the position: ITIL, SPHR, PHR, PMP, FSA, APMP, CFP, HGB, EQIP, CISSP

Education for Client Consultant

Typically a job would require a certain level of education.

Employers hiring for the client consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Engineering, Education, Computer Science, Accounting, Economics, MBA, Marketing, Healthcare

Skills for Client Consultant

Desired skills for client consultant include:

Consumer market trends and dynamics are preferable
Employee benefits products
Operational parameters
Regulatory requirements to ensure a sound control environment
Microsoft Office software and various file manipulation skills on a PC
Market and trends
External business issues to improve products

Desired experience for client consultant includes:

Performing adequate system and user testing
Co-ordinating data take-on, parallel and first live runs with the client and the relevant internal departments
Participates in sales presentations and provides demos focused on presenting the Chase Paymentech technical infrastructure the specific fraud product solutions proposed to the client
Identify leads, value-adds and solutions for our advisers and clients
Accurately record information for transactions in customer relationship management systems
Performance Metrics – monthly client reporting

Client Consultant Examples


Client Consultant Job Description

Job Description Example
Our growing company is hiring for a client 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 consultant
  • Negotiates final plan design features and administrative services
  • Responsible for acting as the primary interface with the client to establish all connectivity between organizations
  • Organizes all internal and external project related activities to ensure a timely and smooth client implementation process
  • Handles complex to simple implementation requests
  • This includes, but is not limited to, receiving appropriate executed documents prior to service implementation from sales and preparing necessary implementation forms with complete, accurate information
  • May handle escalated issues by successfully navigating the organization to resolve customer requests
  • Act as primary resource and subject matter expert with internal partners and client’s on complex market, tax and proxy documentation including interpreting and assisting to complete all required form
  • Assist clients with prioritizing documentation requirements based on their investment strategy and the time it takes to open markets
  • Participates in new business presentations, client meetings and conference calls
  • Identify and manage relevant project related issues for the assigned Bank Solutions FCRM applications
Qualifications for client consultant
  • Client relationship management –on-boarding new clients, developing launch plans, maintaining regular communication, provision of monthly reporting
  • Finance management – managing and tracking client fee payments (including issue management and/or collection)
  • Risk management – identification and resolution of client/program risks
  • Business Improvement – identification and delivery of business improvement opportunities to increase the performance of the channel and clients
  • Experience in a Client Relationship Management role within the organisation Build lasting effective relationships with external customers and internal stakeholders including acquisition and retention
  • Balance customer needs with internal requirements (ie program management, compliance, financial, regulatory )

Client Consultant Job Description

Job Description Example
Our company is looking for a client consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client consultant
  • Complete all administrative duties
  • Manage relationships within Risk Management analytics client base
  • Respond to detailed client enquiries about methodologies and analytics, hold advanced client trainings / workshops
  • Responsible for partnering with dedicated team of MBD’s in the set up, implementation and ramp up of AXP Commercial Card Programs
  • Initiate and complete program set-up for clients by leveraging a multitude of internal systems – a workflow that includes card issuance and risk underwriting including, MySetups, @work, CRO database, Zevez
  • Provide recommendations to new clients and internal sales stakeholders on how to best meet client needs and enable the client to fully leverage the commercial card platform including identification and implementation of alternative solutions related to risk decisions
  • Facilitate implementation activities including enrollment in and usage of the Membership Rewards program, enabling usage of on-line and reporting tools, consulting on accounts payable workflow, and contacting CFM vendors to be paid via the program
  • Establish strong relationships with clients and internal stakeholders to drive results and ensure a smooth, expedient and successful on-boarding process
  • Manage multiple implementation projects concurrently – both speed and effectiveness are paramount
  • Accountable to improve the tools that allow our teams to improve their processes and support of our customers
Qualifications for client consultant
  • Stakeholder Management - supporting and educating Corporate/Wealth Bankers on the WLN program and types of clients to be targeted
  • Identify, understand and share systemic customer feedback to drive the product and customer service initiatives
  • Maintaining strong customer delivery and service levels
  • Requires Project Management skills and experience
  • Must be comfortable in managing multiple priorities, meeting facilitation, follow-up and escalation
  • Complete fluency in English and Portuguese

Client Consultant Job Description

Job Description Example
Our growing company is looking to fill the role of client consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client consultant
  • Lead efforts to be constantly looking for new and effective ways to visualize the data and intel we house within the organization
  • Provide operational support regarding capabilities of proper tools for client organization
  • Ensure formalized reporting is developed and distributed to executives visualizing remediation and across all channels
  • Improve reporting and tools to provide visibility into holistic view of referrals versus one to one
  • Lead the development and execution on the prioritized roadmap of improvements to the BPM tool
  • Develop and execute on prioritized roadmap for Salesforce tool and ensure we are taking advantage of the dataset included within the tool
  • Develop, execute and rollout the prioritized improvements for the Proactive Transaction Monitoring toolkit
  • Implement User satisfaction and efficiency measures
  • Assist with the development of training for tools across the organization
  • Oversees change control activities to implement client projects into production
Qualifications for client consultant
  • Able to demonstrate motivation and resilience flexibility
  • Demonstrated all round business skills including Sales, Project Management, Documentation, Business Analysis, Client Engagement, Commercial Awareness, Business Modelling and an understanding of legal and contractual risks
  • Manage expectations with partners and clients pertaining to the time it takes to achieve the end result
  • Create Metrics to measure results
  • Bachelor’s degree strongly preferred or significant experience in bank operations may be substituted
  • Demonstrated working knowledge of financial analysis tools (Planning software, hypothetical proposals, calculators)

Client Consultant Job Description

Job Description Example
Our growing company is looking for a client 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 consultant
  • Collaborate with team members to design and develop the processes and programs necessary to deliver products to clients
  • Analyze new products and product enhancements to identify client value propositions and design corresponding sales tactics and strategy
  • Understand digital products and as it relates to customers, prospects, and key trends
  • MyDesktop support - providing assistance to various real estate companies in the management of their database
  • Assisting clients with queries in relation to problem solving and use of the system
  • Follow up correspondence with clients, both via email and phone
  • Office webinar training when required
  • Liaise with Account and Sales Manager in regards to any new sales enquiries
  • Technical support including assisting with bugs, navigation and system/ reporting errors
  • Addressing listing error enquiries
Qualifications for client consultant
  • 4-year college degree in Communications, Marketing, Public Relations, Journalism and/or Library Management preferred or equivalent work experience
  • Significant editorial, writing skills and solid grasp of business writing
  • Ability to work independently demonstrate a high level of leadership in a team environment
  • Design detailed CMS project criteria/specifications
  • Establish and cultivate excellent client relationships
  • Define business and solution requirements and customer expectations within assigned customer base, involving hosting client calls/meetings, occasional cross-BU calls to create baseline needs, and guide final solution definition

Client Consultant Job Description

Job Description Example
Our company is growing rapidly and is looking for a client 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 consultant
  • Assisting with sales process, commissions, advertising and sales trust queries
  • Putting the customer at the heart of all that you do
  • Drive sales in Corporations through building Integration Partnership relationships with Selling team sell directly to companies in Market
  • Manage assigned account list that support a healthy sales pipeline by reviewing target list provided
  • Responsible for the overall on-boarding, consultation, and operations management of the Intellus Learning Platform/ Educational Partner relationship
  • Point of escalation for system or platform issues
  • Identify and schedule training needs of clients
  • Ensure CRM data is up to date and actionable
  • Collaborate and communicate with internal teams
  • Manage operational plans to track all client onboarding, timelines
Qualifications for client consultant
  • Work closely with senior level SCs to expand knowledge base
  • Self-starter with initiative who researches opportunities to create unique client solutions with the willingness to work closely with other senior team members
  • Ability to handle multiple tasks, meet deadlines, and manage client expectations
  • Proven ability to multi-task work independently with minimal direct supervision and a high degree of quality
  • Must be self-motivated and work well in a team setting
  • 2+ years experience working directly with commercial card clients is preferred

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