Client Relationship Consultant Resume Samples

Description :

1. Provided exceptional client service while engaging in sales and service activities at branch locations. 
2. Presented tailored solutions that meet the clients specific financial needs or refer clients to other lines of business as appropriate.
3. Built and maintained relationships with key clients, regularly attending meetings to discuss progress, action items, and project updates.
4. Identified and qualified potential leads through market research, cold calling, email outreach, and other methods.
5. Communicated with prospective clients to understand their needs, present company products or services, and establish interest.
6. Monitored industry trends, competitors, and market conditions to identify opportunities for business growth.
7. Prepared and delivered presentations to potential clients, highlighting the value proposition of the companys products and services.

Experience

2-5 Years

Level

Consultant

Education

BBA in Business

Description :

1. Promoted knowledge sharing through building partnerships throughout the Enterprise.
2. Designed and developed training programs in conjunction with Education and Development Technical Training Specialists.
3. Completed Annual Client Review form for all clients, with a formal conference call or face-to-face meeting.
4. Identified and defined clients problems.
5. Worked with assigned Specialists to get Normal Recurring Services done within our service standards (six weeks for completing IRS testing).
6. Followed-up data, trust, and documents necessary to complete the work in a timely fashion and minimize rushes.
7. Worked with assigned Specialist andor Compliance Team subgroups (loan and withdrawals, plan documents, ) to get Other Services done by agreed upon due date with the client.

Experience

2-5 Years

Level

Consultant

Education

BBA in Business

Description :

1. Provided backup support to CRCs on queues during periods of high call volume.
2. Gave consideration for how this impacts your assigned panel and how you can contribute to the success of these same initiatives.
3. Considered attending at least one outside retirement services seminar a year.
4. Suggested ideas to improve our processes.
5. Conducted classroom and oversees on-the-job training for new hires throughout the training and nesting period.
6. Provided day-to-day oversight, coaching, and mentoring for reps in their nesting period.
7. Performed ongoing workflow and process analysis within the CRC Service, SOS, and Support teams.

Experience

7-10 Years

Level

Management

Education

BA in Comm

Description :

1. Identified opportunities for cross-selling and upselling services to existing clients to enhance their satisfaction and increase revenue.
2. Gathered and analyzed client feedback to inform and adjust business strategies, ensuring client needs are met and service improvements were made.
3. Coordinated with internal teams, such as sales, marketing, and product development, to ensure client requests and requirements were accurately communicated and fulfilled.
4. Managed and resolved client issues and complaints promptly and effectively, ensuring minimal disruption to the client and maintaining trust in the relationship.
5. Organized and led client meetings and presentations to discuss service updates, address concerns and explore new opportunities for collaboration.
6. Negotiated contract renewals and terms with clients, ensuring agreements are mutually beneficial and adhered to company policies and objectives.
7. Monitored industry trends and competitor activities to advise clients on potential impacts to their business and recommend proactive strategies.

Experience

2-5 Years

Level

Consultant

Education

Cert in Cust. Serv.

Description :

1. Kept informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products.
2. Represented the organization in a manner that is consistent with agency values and a level of excellence.
3. Adhered to the stated expectations of the EO Plus Quality Management Program.
4. Played an integral role in maintaining and enhancing the connections between a company and its clients. 
5. Focused on understanding client needs, providing tailored advice, and ensuring a smooth service experience. 
6. Acted as the main point of contact for clients, the consultant facilitates communication, resolves queries, and often collaborates with other departments to address specific client concerns. 
7. Fostered long-term relationships, ensuring client satisfaction, and ultimately contributing to the companys reputation and growth. 

Experience

5-7 Years

Level

Consultant

Education

BSc in Marketing

Description :

1. Contacted at Kravitz for our clients, advisors, CPAs, and attorneys who are involved with the plans for strategic plan issues.
2. Identified and defined clients problems. Listen for problems that the client is facing and find a way to provide appropriate solutions for them.
3. Created and executed a detailed business plan with mutually agreed-upon goals.
4. Generated new business by leveraging existing relationships, prospecting, conducting market analysis, and cold calling potential customers.
5. Developed a good understanding of and adherence to the agencys sales process.
6. Made formal presentations to prospects.
7. Established a consultive relationship with key client decision-makers.

Experience

7-10 Years

Level

Management

Education

AA in Business

Description :

1. Managed communications with clients to create positive perceptions of the firm.
2. Developed the plan to ensure client loyalty and long-term relationships, as well as referenceable clients.
3. Educated clients on Merrill Edge's capabilities.
4. Achieved above 4 average ratings on client survey forms. 
5. Maintained a good relationship with each client.
6. Retained all existing profitable clients and prevented attrition of this type of client.
7. Worked to improve the profitability of non-profitable clients by increasing fees or helping them find a new consulting firm.

Experience

7-10 Years

Level

Management

Education

MS in Management

Description :

1. Opened new accounts, verified and processed changes to existing accounts, responded to inquiries, and resolved related account problems to ensure client satisfaction. 
2. Complied with policies, procedures, security requirements, and government regulations.
3. Assisted in branch lending processes, educated clients regarding lending options, and completed thorough loan applications and documentation.
4. Continually built and leveraged creditable relationships with internalexternal clients to achieve desirable outcomes.
5. Assessed and prioritized client needs promptly. 
6. Identified and helped clients focus on their most critical needs.
7. Kept up to date on all aspects of accounts enabling proactive communication with clients.
8. Created comprehensive reports on client performance metrics, providing insights that informed strategic decisions and improved service delivery.

Experience

10+ Years

Level

Senior

Education

Dip in Sales Mgmt

Description :

1. Developed and maintained inter-division inter company relationships consistent with our corporate culture.
2. Provided an exceptional client experience while engaging in a broad range of sales and service activities at branch locations.
3. Processed a variety of routine financial transactions, including check cashing, withdrawals, deposits, and loan payments. 
4. Balanced cash drawer, and counted currency and coins accurately.
5. Consulted with clients on bank products and services to attract, expand, and retain client relationships. 
6. Applied need-based sales techniques to build client awareness of bank products and services that will enhance the client's relationship with the bank. 
7. Recognized and facilitated referral opportunities to other business lines (including Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.).
8. Negotiated contract renewals and service agreements, achieving a 90% renewal rate and securing long-term partnerships with key clients.

Experience

7-10 Years

Level

Management

Education

BSc in Psychology

Description :

1. Delivered outstanding service and selling of new lines of business.
2. Developed and acquired new business revenue through sales to new and existing clients with emphasis on small to mid-size companies with high revenue.
3. Provided service to clients according to their needs, retaining them as clients.
4. Participated in team sales situations with other producers and support personnel.
5. Managed overall client relationships and is supported by day-to-day account management.
6. Assisted, educated and developed other staff members in new client sales situations and existing client service requirements.
7. Applied industry technologies to new sales, additional sales to existing clients and account service.
8. Developed and executed client engagement strategies that increased participation in loyalty programs by 50% over 18 months.

Experience

2-5 Years

Level

Consultant

Education

Cert in PM