Client Relationship Consultant Resume Sample

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Maye Farrell
37333 Sipes Mill,  San Francisco, CA
+1 (555) 939 2572

Work Experience

Senior Client Relationship Consultant
03/2018 - PRESENT
Houston, TX
  • Strong financial/accounting background and/or IT background and/or commercial mortgage knowledge
  • Aggressive, competitive self-starter
  • Excellent communication skills and interpersonal skills - comfortable dealing with executives
  • Passionate focus on client satisfaction
  • Desire to operate in a fast-paced, entrepreneurial and fun environment
  • Delivers appropriate advice aimed at instilling the confidence to grow and retain the clients’ relationships
  • 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
  • Ensure client satisfaction and profitability through careful prioritization of responsibilities, proactive/candid communications, and the use of sound judgment of all client interactions
Client Relationship Consultant
08/2014 - 11/2017
Dallas, TX
  • Continually build and leverage creditable relationships with internal/external clients to achieve desirable outcomes
  • Assess and prioritize client needs in a timely manner. Identify and help clients focus on their most critical needs
  • Keep up to date on all aspects of accounts enabling proactive communication with clients
  • Develop the plan to ensure client loyalty and long term relationships, as well as referenceable clients
  • Create and maintain a high level of personal contact with clients to maintain an appropriate rapport
  • Manage communications with clients to create positive perceptions of the firm
  • Experience in Retirement Plan
  • Develop the plan to ensure client loyalty and long-term relationship, as well as referenceable clients
Wealth Management Client Relationship Consultant Cambridge
02/2009 - 06/2014
Detroit, MI
  • Responsible for having a broad knowledge of products and services throughout the enterprise and educating clients on Merrill Edge's capabilites
  • Achieve above 4+ average ratings on client survey forms. Maintain a good relationship with each client
  • Retain all existing profitable clients and prevent attrition of this type of client
  • Work to improve profitability of non-profitable clients by increasing fees or helping them find a new consulting firm
  • Watch for changes of the clients’ needs and expectations
  • Watch for changes taking place within clients’ firm
  • Be the main contact at Kravitz for our clients, advisors, CPAs and attorneys who are involved with the plans for strategic plan issues
  • Be the first to be contacted by a client when they have consulting/strategic issues regarding the plans
  • Identify and define clients’ problems. Listen for problems that client is facing and find a way to provide appropriate solutions for them


Wayland Baptist University - Anchorage Campus
2005 - 2009
Bachelor's Degree in Management

Professional Skills

  • Excellent verbal and written communication skills, including public speaking, on the phone and presentation skills
  • Excellent problem solving, strategic thinking, decision making skills
  • Excellent oral and written communication skills, able to articulate concepts and processes in their entirety
  • Problem solving skills and the ability to cleary articulate responses and solutions
  • Provide web messages to Product Team for web site updates to provide an excellent client experience
  • Intermediate sales/negation skills
  • Ensuring the team operates within specific productivity targets

How to write Client Relationship Consultant Resume

Client Relationship Consultant role is responsible for articulate, events, retail, finance, training, shipping, reporting, insurance, travel, health.
To write great resume for client relationship consultant job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Client Relationship Consultant Resume

The section contact information is important in your client relationship consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Client Relationship Consultant Resume

The section work experience is an essential part of your client relationship consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client relationship consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client relationship consultant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Client Relationship Consultant resume experience can include:

  • Handling and being the point of contact for high net worth ICPM and institutional relationships
  • Providing back up support to CRCs on queues during periods of high call volume. (phone, TMD, mylink)
  • Recommending changes to internal programs for increased efficiency or to decrease financial risk
  • Assisting sales team with ICPM related inquiries
  • Assisting other areas as needed (Credit, Re-org, Client Contact)
  • Seek out consulting opportunities by always look for opportunities to provide additional services and consulting to clients and bill for the services

Education on a Client Relationship Consultant Resume

Make sure to make education a priority on your client relationship consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client relationship consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Client Relationship Consultant Resume

When listing skills on your client relationship consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical client relationship consultant skills:

  • Take “ownership” of customer satisfaction by handling complex and time sensitive problems/issues effectively, with empathy and escalating as appropriate
  • Excellent understanding of plan administration, compliance testing and pension law
  • Establish and maintain solid working relationships with GBS Consultants, fellow account managers and other Employee Benefits team members
  • Demonstrate initiative to continue growing personally and professionally as our industry changes
  • Partner with other BMO InvestorLine departments and branches to provide effective resolution to client issues
  • Recognizing, investigating, and forwarding matters of concern to the compliance team

List of Typical Experience For a Client Relationship Consultant Resume


Experience For Senior Client Relationship Consultant Resume

  • Call on prospects as necessary with or without sales team to close the business
  • Attend meetings/seminars to build relationships with influential people
  • If defined in annual goals, close an agreed amount of first year billings from new clients
  • In financial services
  • Independent self starter who thinks proactively

List of Typical Skills For a Client Relationship Consultant Resume


Skills For Senior Client Relationship Consultant Resume

  • Prioritize and follow through to resolution
  • Of experience in the retirement plan industry
  • Responsible for contacting clients regarding highly sensitive issues. (AML, IIROC, Compliance, and other regulatory concerns)
  • Develops and executes custom and standardized reporting, periodic plan reviews and analysis that support strategic discussions with existing clients
  • Provides key support and mentoring to Trade Management and the Support Team to minimize daily risk
  • Acts as a liaison with Private Client Group partners and third party vendors concerning issues, new ideas, recommendations or problem resolution

Skills For Wealth Management Client Relationship Consultant Resume

  • Be an integral part of the de-market process, acting as a liaison between numerous LOBs to coordinate and execute exit strategy
  • Support the Manager with the hiring process
  • Working in a financial sales/service capacity with high net worth clients
  • Can work under pressure and timeliness
  • Support the eServices systems required for Voya Financial Advisor (VFA) Representatives to process business. These include
  • Automated account opening, electronic blotters, solutions to manage brokerage & advisory business, Rep contact management system, and VFA’s imaging solution
  • Stay current with forms needed to transition the different products to VFA and be prepared to answer questions from Reps on form fields and optional forms needed to transition the different products
  • Provides professional quality service to institutional and executive clients as well as all other internal stakeholders

Skills For Wealth Management Client Relationship Consultant Cambridge Resume

  • Work with executives and plan administrators to handle all relevant inquiries as it pertains to management of internal and external Executive Stock Option Plans
  • Work closely with inbound CRC agents to resolve email inquiries and provide appropriate resolutions to support strong NPS results
  • Work closely with the technical support officers when dealing with technical client email inquiries as well as provide back-up for the technical support officers
  • Responds quickly to client and staff inquiries regarding BMO InvestorLine products and services including specific information requests through multiple channels
  • Projecting a positive and professional image showing each customer that they are highly valued
  • Resolves issues and reports any discrepancies to Senior Trade Management and Support Consultant and Trade Management and Support Manager
  • 40%: Service (Agents and Clients)
  • First point of contact for the team around product, service and processes

Skills For Wealth Management Client Relationship Consultant Waltham Resume

  • Manage the edit table to maximize straight through orders and champion process changes to increase firm productivity
  • 40%: Risk & Relationship Management
  • Assess, understand, and approve high value transactions
  • Consult with the BMO Nesbitt Burns Retail Trade desk to review the status of cancelled and rejected orders
  • Special projects /assignments as directed by senior managers
  • ©2016 Teachers Insurance and Annuity Association of America \(TIAA\), 730 Third Avenue, New York, NY 10017 C23921
  • Acts as Subject Matter in various areas of the DC business as it relates to the strategic operation of a plan. Acts as a contract/product expert to assist with the evaluation of customer complaints or issues, identifying financial impact if any and effectively communicating a decision on behalf of the business
  • Assumes responsibility for actively supporting the on-boarding of new team members. Works to help develop appropriate training materials and job aides, conducts hands-on training with new team members and when appropriate acts as a back-up for the Client Relationship Manager

Skills For Client Relationship Consultant Series Required Resume

  • Provide technical support to GBS Consultants and Employee Benefits staff, and work as a team to effectively cross-train client assignments and workflow
  • Solutions focused approach for addressing and resolving internal and external challenges
  • Attend available training classes, including established webinars and local seminars
  • Working in a financial sales/service capacity with high net worth clients
  • Participate in industry related educational and product information seminars and courses
  • Attendance required at regular department meetings

Skills For Wealth Managemnt Client Relationship Consultant Resume

  • Work successfully in a fast-paced team environment
  • 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
  • Understanding of investment fundamentals and ability to communicate complex wealth management concepts, along with a demonstrated proficiency with TIAA products and services
  • FINRA Series 7, 66 (or equivalent i.e. 63 &amp 65) or passage within 120 days of starting role
  • Understanding of investment fundamentals and ability to communicate complex wealth management concepts, along with a demonstrated proficiency with TIAA products and service
  • At least 4 – 7 years working in a financial sales/service capacity with high net worth clients Ability to work independently and delegate non-registered items to support teams
  • At least4 – 7 years working in a financial sales/service capacity with high net worth clients Ability to work independently and delegate non-registered items to support teams

Skills For Client Relationship Consultant, Mylink Team Resume

  • FINRA Series 7, 66 \(or equivalent i.e. 63 & 65\) or passage within 120 days of starting role
  • Possess the following expertise and ability to deliver
  • Promote/sell additional special services to existing clients
  • Can work under pressure and timelines
  • Is a student of the industry

Skills For Senior Client Relationship Consultant, Mylink Resume

  • Want and willingness to make a difference and help grow a company
  • Interact and consult at the “C” level
  • De-escalate crisis situations
  • At least three years of hands on experience with defined contribution (401(k)) plans, including record keeping and vendor issues if working primarily with defined contribution plans
  • At least three years of hands on actuarial work with defined benefit plans, including cash balance plans if working primarily with defined benefit plans. Includes excellent understanding of funding methods and valuations

Skills For Client Relationship Consultant Outbound Team Resume

  • Excellent computer skills in Excel, Word and Notes
  • Good business sense to understand clients’ business needs
  • Client management, product management, contract analysis, finance experience
  • Able to use computer and talk on telephone at the same time
  • Lift 25 pounds (e.g., files, laptop w/projector, etc.)
  • Manage to multiple audiences and timelines

Skills For Weath Management Client Relationship Consultant Resume

  • Consider attending at least one outside retirement services seminar a year (e.g. ASPPA, etc.), per agreed upon Learning & Professional Development Plan. Refer to the firm’s policy on attending seminars
  • Keep up to date of all aspects of retirement plan and/or investment consulting by reading circulated emails and papers on technical/investment issues
  • Attend appropriate internal Kravitz training sessions
  • Provide feedback for other employees’ and your own One-to-One meetings by the due date requested
  • Provide back up to other teams as necessary
  • Other work as assigned via Committees and/or Taskforces
  • Meet when possible with centers of influence

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