Client Services Consultant Job Description
Client services consultant
provides technical expertise for new or complex products / services and oversees the implementation of new processes to support these products / services on an ongoing basis to ensure that client needs are met.
Client Services Consultant Duties & Responsibilities
To write an effective client services consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included client services consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Follow, maintain and update the Standard Operating Procedures (SOPs) for day-to-day procedure
Assist the Project Manager in staff development, new staff orientation and training providing input into and delivering performance reviews
Utilize PRO’s proprietary software, WAND, to facilitate all processes including contractor requests, financial approvals, timecarding, renewals, off-boarding, invoicing, reporting
Engage in and lead Business Development activities
Ensure that all deliverables outlined in the SOW are met consistently
Maintain an updated SOP for day-to-day procedures so that operation functions efficiently
Triage new onboarding requests
Send out Supplier RFI packets for suppliers identified as in-scope
Partner with Business Validation team on engagement/worker assessments for those that require assessments
Interface with vendors and client services team on all engagement activities
Client Services Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Services Consultant
List any licenses or certifications required by the position: ITIL, PMP, RE
Education for Client Services Consultant
Typically a job would require a certain level of education.
Employers hiring for the client services consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Computer Science, Finance, Accounting, Education, Business/Administration, Communications, Engineering, Computer, Management
Skills for Client Services Consultant
Desired skills for client services consultant include:
MetLife’s and competitors’ products and trends
Labor and employment laws
Services and systems
Disability
Services and systems and ability to apply analytical skills to the interaction of these products
Dental
Group products
EmployeurD
Microsoft Office tools and of Internet navigation
Nethris application
Desired experience for client services consultant includes:
Driving initiatives for client driven product development requirements
Conduct orientation for all new workers either face-to-face or via phone while providing the new hire orientation packet
Initiate proactive meetings with end users to gauge satisfaction and to identify opportunities for improvement
Facilitate the end-to-end contingent staffing recruitment for assigned requisitions to ensure timely fulfillment with high quality candidates
Create requisitions, review resumes for quality, and monitor rates and mark-ups
Qualify and interview candidates
Client Services Consultant Examples
1
Client Services Consultant Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of client services consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services consultant
- Develop GTM (go-to-market) plan to enable market adoption of the roadmap and work with all relevant teams to ensure execution through SrP processes
- Providing support to local and international internal and external clients via phone
- Process Improvement Projects and investment administration
- Facilitate obtaining all the data necessary from employers for the death claims process
- Work with NRECA lead to provide assistance and guidance to the Life Claims team, when needed, on difficult or escalated claim issues, such as foreign deaths, estates, trusts, denials
- Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts
- Work with claimants, HR Partners, and managers, as needed, to answer inquiries, follow-up to obtain and submit missing information to expedite claims processing
- Must learn multiple core systems add on products
- Responsible for service and delivery to one or multiple Asia based asset managers
- Participates in client facing activities to resolve customer issues and concerns swiftly and with a perceived effortless experience on the customer’s part
Qualifications for client services consultant
- Minimum of three years experience with proprietary gaming systems or gaming business experience with emphasis on training, problem solving and client services
- Experience working directly with a CMS/SMS system preferred
- Strong presentation, organizational and analytical skills excellent people skills
- We offer a comprehensive benefits package
- Knowledge of other products such as electronic keypunch and group insurance, (Asset)
- Client facing 1st Line support and CRM role
2
Client Services Consultant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client services 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 services consultant
- Manage day-to-day relationship with Service Provider to ensure the effective delivery of outsourced services
- Perform capacity and demand planning with Service Provider and Governance team – Forecast customer demand for all in-scope and new services
- Collaborate and acts as a liaison with client's Third Party Administrator to assist with problem resolution and trouble shooting
- Provide exceptional customer service to ongoing customer delivery and client satisfaction
- Coordinate and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations
- Participate in client account audits and strategic planning process
- Partner with Financial team in completion of client reports
- Assist in facilitating the execution of contracts to ensure compliance
- Partner with Proposal Unit to research and respond to RFP questionnaires
- Maintain updated Standard Operating Procedure (SOP) for day-to-day procedures
Qualifications for client services consultant
- Fluency in English, Putonghua and Cantonese
- A Bachelor’s degree in Computer Science, Engineering or equivalent or demonstrated skills and/or related experience
- Experience of working in customer facing environments with enterprise customers for a software vendor a must
- Working knowledge of current Microsoft Windows operating systems (client and server platforms)
- A background in credit, collections or query management is strongly desirable
- Has a strong analytical and research skill to resolve issues and perform operations market analysis
3
Client Services Consultant Job Description
Job Description Example
Our company is looking to fill the role of client services 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 services consultant
- Maintain updates in VMS tool on all active requisitions
- Maintain integrity of all data entered in VMs
- Conduct new hire orientation for all workers either face-to-face or via phone
- Maintain accurate and complete records for all workers
- Address day-to-day questions and issues from managers and workers in a timely fashion
- Address and help resolve employee relations issues, including client’s Human Resources team as needed
- Meet regularly with talent acquisition team and managers
- Maintain regular contact with active workers, confirm job satisfaction and provide and relevant feedback to client
- Work closely with Program Manager and US-based team to provide regular updates on various issues/questions and their resolution
- Escalate issues to Program Manager as necessary
Qualifications for client services consultant
- Is comfortable presenting before clients and internal management
- Negotiation and persuasive skills are required to maintain client relationships and to consult with clients, internal partners and investment managers, and contacts at sub-custodians
- Must have good project management and communication skills and have a strong working knowledge of the firm, industry and technology
- Ability to travel throughout New York State for scheduled leadership conferences and assemblies and upon request for other requested locations
- Experience working in customer facing environments
- Working knowledge of Relational Database (RDBMS) technology and experience
4
Client Services Consultant Job Description
Job Description Example
Our company is hiring for a client services consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client services consultant
- Provide and maintain the highest level of customer service to client, workers, suppliers, and colleagues at all times
- Maintain confidentiality of all client documents and worker information
- Respond to all client and worker communications and inquiries in a timely fashion
- Responsible for service and delivery to one or multiple clients within their area of specialization (Fund Accounting)
- Cultivates and maintains working relationship with Relationship Managers, Client Service Delivery Managers and other Service Managers regionally and globally to ensure client service needs are met consistently
- Design and configure the appropriate solution, so that all requirements are met and that client expectations regarding platform use cases and functionality are fulfilled
- Ensure that all client users are trained and educated properly and in a timely fashion
- Ensure that every client derives the most value possible from the implementation experience
- Support our Services Managers/Directors to ensure optimal client service as it relates to platform performance, functionality, enhancements, and configuration
- Maintain accurate, high-quality and timely documentation of implementation steps and activities for internal and external partners
Qualifications for client services consultant
- Knowledge of UNIX, Linux and/or exposure to ITIL is a plus
- Financial Services industry background a plus, not required
- Minimum of 3 years of experience in HR/recruiting, and customer service
- Ability to use initial, detail oriented, critical thinker, problem solver
- 5-8 years relevant IT work experience in Data Warehousing, ETL and/or Business Intelligence
- Knowledge of ETL tools in general and Informatica specifically desirable
5
Client Services Consultant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client services 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 services consultant
- Integrate the new Managed Services Provider – Customer Times – into the BSS RUN prcesses
- Modify Divisional processes for pre-existing support to fit the BSS RUN processes
- Adapt / report on performance metrics in the BSS RUN format
- Building business relations with key retailer Clients
- Ongoing cooperation with retailer chains and its proactive expansion incl
- Support and consultancy in the area of data usage in the most effective way
- Preparation and presentation of sales analyses incl
- Being familiar with FMCG area and its trends
- Will and readiness to cooperate with challenging external Clients
- Highly developed interpersonal and business networking skills
Qualifications for client services consultant
- Basic administration experience in Microsoft SQL and/or Oracle
- Knowledge of Cognos Business Intelligence, Power BI, and/or QlikView desirable
- Experience with VMS Technology, Fieldglass a plus
- One to two years’ experience in similar or related field
- Current knowledge of IBM features and configuration tools
- Gaming or casino experience is preferred