Updated: Aug 12, 2024 - The Client Service Consultant conducts valuations compliance reviews and random audits, ensuring accuracy and risk management. Liaises effectively with customers across various communication channels, taking ownership of and resolving issues. Maintains detailed records of interactions, collaborates with internal departments, and explores opportunities with property developers and landlords.
Tips for Client Service Consultant Skills and Responsibilities on a Resume
1. Client Service Consultant, Blue Sky Consulting, Austin, TX
Job Summary:
- Ensuring that agreed customer service standards, objectives & measures are met
- Successful completion of customer complaints & inquiries, in a timely manner
- Maintaining open lines of communication between customers, suppliers & internally
- Timely management of day-to-day issues & escalation should all known solutions be exhausted
- Timely completion of agreed daily, weekly & monthly reporting
- Assisting the establishment & maintenance of client service agreements
- Achieve individual, team/company goals and objectives as set & agreed
- Generate KPI and other business-related reports
- Passing the lead on tthe relevant department and establishing the nature of the call.
- Assist with general queries from clients at the reception counter
Skills on Resume:
- Problem-Solving (Soft Skills)
- Customer Service Standards (Hard Skills)
- Communication (Soft Skills)
- Time Management (Soft Skills)
- Reporting (Hard Skills)
- Client Service Agreements (Hard Skills)
- Goal Achievement (Soft Skills)
- Data Analysis and Reporting (Hard Skills)
2. Client Service Consultant, Horizon Solutions, Denver, CO
Job Summary:
- Call through database of previous property owners, tenants and buyers in order tgenerate interest for the Estate Agency and New Homes teams.
- Call through database to assist with data cleansing on an ad hoc basis.
- Answering inbound calls on behalf of Estate Agency offices
- Qualifying the caller to the extent defined by the relevant department.
- Establishing the key information points from the caller.
- Loading that caller and all information on CRM software.
- Passing the lead on to the relevant department.
- Qualifying the lead to the extent defined by the relevant department.
- Establishing the key information points from the lead.
- Loading that lead and all information on CRM software.
Skills on Resume:
- Database Management (Hard Skills)
- Data Cleansing (Hard Skills)
- Inbound Call Handling (Soft Skills)
- Lead Qualification (Hard Skills)
- Information Gathering (Soft Skills)
- CRM Software Proficiency (Hard Skills)
- Communication (Soft Skills)
- Attention to Detail (Soft Skills)
3. Client Service Consultant, Green Valley Enterprises, Portland, OR
Job Summary:
- Print and submit car tender forms
- Liaise with insurance companies regarding tender awards and payouts
- Arrange workshops regarding the towing of vehicles
- Liaise with clients with regard to insurance payouts
- Arrange for full settlement of vehicles with respective banks
- Support efforts to maintain retention of accounts by providing accurate, thorough, and timely answers to client inquiries
- Obtain and maintain current and ongoing product and regulation-related knowledge at a level of proficiency to resolve complex requests and inquiries
- Safeguard confidentiality, privacy, and security of organization and customer (PHI) information
- Maintain and proactively manage the CRM database, documenting each customer interaction and action item in a timely, compliant manner
- Collaborate and engage with organizational resources to ensure accurate and effective client data exchange, issue resolution, and service
Skills on Resume:
- Tender Management (Hard Skills)
- Insurance Liaison (Soft Skills)
- Workshop Coordination (Hard Skills)
- Client Communication (Soft Skills)
- Settlement Arrangements (Hard Skills)
- Account Retention Support (Soft Skills)
- Product and Regulation Knowledge (Hard Skills)
- Confidentiality and Privacy Management (Soft Skills)
4. Client Service Consultant, Stellar Support Services, Miami, FL
Job Summary:
- Collaborate with team leadership to provide ongoing client interactions
- Partner with leadership on team performance including growth and persistence
- Responsible for service and maintaining the We Live Service motto by proper management of Associates and understanding of key service issues
- Collaborate effectively with other Directors of Client Service, Director of Consulting Services, and Practice Leader(s)
- Serve as a visible resource to the client and participate in the management team
- Collaborate with implementing internal controls and procedures to assure the performance necessary for excellence in client satisfaction
- Develop rapport with Benefit and P&C Producers enhancing the ‘team’ approach and service delivery to all existing and prospective accounts
- Serve as team Senior leadership on clients
- Assist in sales opportunities to prospective clients
- Assist with the development and maintenance of the annual budget and business plan
Skills on Resume:
- Team Collaboration (Soft Skills)
- Leadership Partnering (Soft Skills)
- Service Management (Hard Skills)
- Interdepartmental Collaboration (Soft Skills)
- Client Relations (Soft Skills)
- Internal Controls Implementation (Hard Skills)
- Rapport Building (Soft Skills)
- Sales Assistance (Soft Skills)
5. Client Service Consultant, Prime Advisory Group, Raleigh, NC
Job Summary:
- Proactively managing the international relocation process for clients and assignees, serving as direct point of contact
- Deliver full-scope relocation services including household goods shipping and local destination services
- Ensuring that relocation service delivery is as smooth as possible, keeping all parties up to date at all times
- Use household goods moving and relocation knowledge to develop successful relationships, both internally and externally
- Ensuring clients receive a quality services at all times and ensuing that relocation services are delivered within company guidelines
- Following up on the relocation processes and scheduling regular calls and meetings throughout the mobility cycle
- Proving guidance and support in the moving and relocation phase
- Develop strong client relationships and have a good understanding of the clients specific needs
- Attendance of internal meetings/educational programs
- Responsible for team revenue and overall growth of the team
Skills on Resume:
- International Relocation Management (Hard Skills)
- Customer Service (Soft Skills)
- Communication (Soft Skills)
- Relocation Services Knowledge (Hard Skills)
- Quality Assurance (Hard Skills)
- Follow-Up and Scheduling (Soft Skills)
- Client Relationship Building (Soft Skills)
- Team Revenue Management (Hard Skills)
6. Client Service Consultant, Apex Client Solutions, Nashville, TN
Job Summary:
- Act as a single point of contact for all aspects of a project’s lifecycle to both internal and client contacts who will be involved in different aspects of the project.
- Work independently with clients and partners to understand requirements and to develop both high-level and detailed project plans which will be used to guide the projects to successful outcomes.
- Build strong, collaborative long-term working relationships with both internal and client personnel.
- Effectively communicates with individuals at varying levels of an organization, including executive management.
- Set and continually manage project expectations with team members and other stakeholders.
- Delegate tasks and responsibilities to appropriate personnel and third party partners.
- Work with international clients, which will require schedule flexibility in order to interact with clients in different time zones.
- Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (incl third party administrator systems) updated with all notes.
- Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
- Acting as the primary point of contact for all third party and client queries on the IAM SA and offshore funds range.
Skills on Resume:
- Project Lifecycle Management (Hard Skills)
- Independent Client Work (Soft Skills)
- Project Planning (Hard Skills)
- Relationship Building (Soft Skills)
- Effective Communication (Soft Skills)
- Expectation Management (Soft Skills)
- Task Delegation (Hard Skills)
- Schedule Flexibility (Soft Skills)
7. Client Service Consultant, Sunbeam Consulting, Phoenix, AZ
Job Summary:
- Forge a strong relationship with clients whom will own most aspects of the relationship and be day-to-day contact
- Support Services team to ensure optimal client service as it relates to industry insights, campaign analysis, best practices, and strategic recommendations
- Analyze campaign performance relative to the client's campaign objectives and compose reports with learnings and actionable insights to optimize results
- Build recap and status decks when needed, leveraging various sets of performance data and metrics
- Perform social listening searches around client's campaigns and/or events and share a recap of how much chatter activations drummed up on social media
- Stay up-to-date on the latest industry trends and innovations in the social realm
- Provide clients with insights that will enhance influencer marketing efforts
- Provide big-picture recommendations on how to improve CreatorIQ's partnership with the client
- Arrange for transfer of vehicles & liaise with LTA
- Assist other team members when necessary provide cover during periods of absence.
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Client Service Support (Soft Skills)
- Campaign Performance Analysis (Hard Skills)
- Report Composition (Hard Skills)
- Social Media Monitoring (Hard Skills)
- Industry Trend Awareness (Soft Skills)
- Influencer Marketing Insights (Hard Skills)
- Strategic Recommendations (Soft Skills)
8. Client Service Consultant, Oceanic Services, San Diego, CA
Job Summary:
- Provide advice to clients and employees on salary packaging solutions
- Be responsible for a portfolio of clients across SA and NT
- Build and foster strong relationships with key stakeholders through regular visits and consultations
- Present at meetings with Executives, HR, Finance and Payroll
- Identify opportunities to cross-sell and up-sell
- Implement initiatives to increase participation rates
- Resolve complex customer issues and implement process improvements
- Wait with workers until managers show up at the end of orientation.
- Help develop support education documents for managers such as process flows, education articles, updates to Worksites pages etc.
- Develop and manage process for monitoring and following up on worker end dates for all vendor workers to ensure workers are being exited or extend in a timely manner
Skills on Resume:
- Salary Packaging Solutions (Hard Skills)
- Client Portfolio Management (Hard Skills)
- Stakeholder Relationship Building (Soft Skills)
- Presentation Skills (Soft Skills)
- Cross-Selling and Up-Selling (Hard Skills)
- Initiative Implementation (Hard Skills)
- Complex Issue Resolution (Soft Skills)
- Process Improvement (Soft Skills)
9. Client Service Consultant, Maple Leaf Consulting, Minneapolis, MN
Job Summary:
- Support Workmates with navigating all contingent worker processes with focus on managing the fulfillment of Contingent Worker reqs in all Workday locations outside of the and Ireland.
- Additional program support to manage the end to end process for contingent worker reqs in all countries outside of
- Support other operational and administrative tasks as outlined in the job description below.
- Manage all international temp staffing (contingent worker) reqs end to end.
- Approving req in Workday, liaising with the local partner and manager on fulfillment of req
- Coordinating interviews with the agency for manager and candidate
- Walk managers through processes such as job req creation and PO creation Support managers with temps outside by extending workers
- Liaising with procurement concierge desk (scout) to initiate extension requests
- Support the facilitation of CW worker orientation
- Greeting workers, taking roles, introducing badging contact, showing several videos, introducing safety and security contact who comes in person and introducing IT person who will come with computers.
Skills on Resume:
- Contingent Worker Process Management (Hard Skills)
- International Staffing Management (Hard Skills)
- Operational Support (Soft Skills)
- Administrative Support (Soft Skills)
- Workday Proficiency (Hard Skills)
- Interview Coordination (Soft Skills)
- Procurement Liaison (Hard Skills)
- Orientation Facilitation (Soft Skills)
10. Client Service Consultant, Crescent Moon Advisors, Atlanta, GA
Job Summary:
- Full comprehension of the client’s internal process for delivering data in a consistent manner and on a regular schedule.
- Receiving and standardizing data, identifying and reporting data integrity (opportunities for improvement), prior to cloud uploads.
- Build and deliver initial implementation per client specifications, discover expansion opportunities and adjust as needed along the way.
- Promote accessibility and utilization across the organization.
- Ensure the client is sending data according to the agreed schedule
- Ensure the client is logging in and utilizing the product
- Ensure the client is making efforts toward data accuracy and filling gaps by monitoring and reporting the trending at each refresh.
- Review the SOW with client and confirm data received matches the delivery needs of the SOW
- Project is reviewed and delivered on time and follows client’s expectations
- Prepare agenda, facilitate and document monthly meetings with client
Skills on Resume:
- Data Management (Hard Skills)
- Data Standardization (Hard Skills)
- Data Integrity Reporting (Soft Skills)
- Client Implementation (Hard Skills)
- Project Management (Hard Skills)
- Client Training and Support (Soft Skills)
- Monitoring and Reporting (Soft Skills)
- Meeting Facilitation (Soft Skills)
11. Client Service Consultant, Keystone Solutions, Pittsburgh, PA
Job Summary:
- Become fully ingrained into the client work flow, including additional data validations, exposing additional cloud features and engaging in recommendations for improvement and expansion.
- Facilitate initial client knowledge transfer from sales to gain client background prior to initial client call.
- Sales in monthly meetings with the client, keep on email copy of key correspondence with the client.
- Participate in monthly team meetings.
- Participate in weekly team meetings.
- Keep the team on a copy of any correspondence with the client to promote consistency in communication with clients and to see trends across client asks or challenges.
- Collaborate with peers on industry trends and best practices.
- Clearly and thoroughly communicate and document any enhancement suggestions, performance challenges, bugs, or issues in existing functionality with the cloud operations team.
- Consult with the development team when additional details are requested about bugs, issues, or enhancements.
- Test releases before moving to production, when given the opportunity.
Skills on Resume:
- Client Workflow Integration (Soft Skills)
- Data Validation (Hard Skills)
- Cloud Feature Utilization (Hard Skills)
- Knowledge Transfer Facilitation (Soft Skills)
- Client Communication (Soft Skills)
- Team Collaboration (Soft Skills)
- Industry Trend Awareness (Soft Skills)
- Bug and Issue Documentation (Hard Skills)
12. Client Service Consultant, Silver Lining Services, Seattle, WA
Job Summary:
- Engaging with new clients as the primary point of contact after the Commercial Agreement has been reached
- Assist in the delivery of product software
- Assist in the client's installation and configuration of Waratek's product software
- Assist in the validation of client application behavior on Waratek products
- Contribute to the Production rollout plans for clients
- Assist with and provide support for the client “go live” events
- Provide post-production support for products and services
- Personally trouble-shoot client-facing technical and business issues
- Coordinate with other internal teams such as PreSales, Sales, Engineering and QA
- Assist in the planning, management, and general logistics of regular Client Meetings
- Schedule any valuations from converted leads keeping relevant branch managers in the loop
Skills on Resume:
- Client Engagement (Soft Skills)
- Product Delivery Assistance (Hard Skills)
- Installation and Configuration Support (Hard Skills)
- Application Behavior Validation (Hard Skills)
- Production Rollout Planning (Hard Skills)
- Go Live Event Support (Soft Skills)
- Post-Production Support (Soft Skills)
- Technical Troubleshooting (Hard Skills)
13. Client Service Consultant, Highland Consulting, Salt Lake City, UT
Job Summary:
- Monitor, manage and resolve client queries relating to foreign withholding tax documentation and international tax reclaims
- Manage to report to Client Servicing, Tax Middle Office, and Clients
- Serve as primary contact for clients who have questions regarding tax documentation requirements and escalate to Client Services Team/Tax Operations when appropriate
- Understanding the various systems used by the International Tax group, specifically TRAMs, eGain and Xceptor
- Investigate and identify root causes of errors, engage with Tax Operations to rectify and remediate
- Provide new quotations and acceptances of policies
- Adhere to underwriting criteria
- Profile the client in terms of the determination of a suitable product
- Advise clients on all aspects of policy needs
- Primary resolution point for issues and questions raised by clients
Skills on Resume:
- Client Query Resolution (Soft Skills)
- Foreign Withholding Tax Management (Hard Skills)
- Client Communication (Soft Skills)
- System Proficiency (Hard Skills)
- Error Investigation and Remediation (Soft Skills)
- Quotation and Policy Acceptance (Hard Skills)
- Underwriting Criteria Adherence (Hard Skills)
- Client Profiling and Advising (Soft Skills)
14. Client Service Consultant, Riverbend Solutions, Richmond, VA
Job Summary:
- Review valuations that are diverted to compliance for review
- Conduct random audits, file reviews, order checks and risk related functions
- Liaise with customers effectively using various channels of communication
- Take ownership of a customer’s issue and resolve it in consultation with others
- Contribute to the team and the overall business
- Keep records of customer interactions using 'CLICK'
- Communicate and coordinate with internal departments
- Direct requests and unresolved issues to the designated resources
- Obtain and evaluate all relevant information to handle inquiries and complaints
- Occasional need periodically to take inbound customer support issues
- Make contact with individual and corporate property developers and landlords through database search and referral and explore the opportunities to work with them
Skills on Resume:
- Valuation Review (Hard Skills)
- Audit and Risk Management (Hard Skills)
- Effective Communication (Soft Skills)
- Issue Resolution (Soft Skills)
- Team Collaboration (Soft Skills)
- Record Keeping (Hard Skills)
- Internal Coordination (Soft Skills)
- Customer Support (Soft Skills)
15. Client Service Consultant, Golden Gate Advisors, Sacramento, CA
Job Summary:
- Educate clients and sales prospects on PANARAY as the subject matter expert
- Develop an understanding of client and sales prospect investment methodology
- Combine data analysis and client feedback to provide client and sales prospects optimized workflow suggestions
- Communicate platform-related issues and enhancements to clients and internal teams.
- Serve as the technology expert by assisting with platform issues and coordinating solutions with internal resources
- Collaborate with sales team to identify retention risks and up-sell opportunities on existing relationships
- Maintain client relationship management tools with thorough meeting and communication notes
- Assist sales team with onboarding prospective clients
- Monitor, document, and share appropriately any high-risk clients.
- Improving the processes and tools used by Client Services
- Follow up on any commitments made and progress discussions towards securing new instructions
Skills on Resume:
- Client Education (Soft Skills)
- Investment Methodology Understanding (Hard Skills)
- Data Analysis (Hard Skills)
- Platform Issue Communication (Soft Skills)
- Technology Expertise (Hard Skills)
- Sales Collaboration (Soft Skills)
- Client Relationship Management (Hard Skills)
- Onboarding Support (Soft Skills)
16. Client Service Consultant, Prairie Consulting, Kansas City, MO
Job Summary:
- Conduct or supervise orientation for all new workers either face-to-face or via phone providing new hire orientation packet and having he/she sign all necessary paperwork
- Resolve and follow-through, in a timely manner, all issues related to the worker, either at the request of the worker or that of his/her manager
- Provide consistent and timely updates on problems and resolution to the Program Manager.
- Research and process (as appropriate) any billing discrepancies whether by client or supplier.
- Manage resolution of serious or complex issues that may jeopardize RS’s position with the client or staffing supplier, or issues that require the involvement of senior RS resources, utilizing the PM or other internal partners for support.
- Consistently exhibit professional customer service and problem-solving capabilities
- Apply sound judgment and good decision-making skills when handling critical Employee Relations issues and partner with Human Resources to bring a successful complaint resolution
- Train newer team members to learn systems and procedures
- Conduct critical training with all end users (co-employment, harassment prevention, etc.)
- Facilitate the fulfillment of temporary requisitions through RS systems (People Fluent)
Skills on Resume:
- New Hire Orientation (Soft Skills)
- Issue Resolution (Soft Skills)
- Timely Updates (Soft Skills)
- Billing Discrepancy Management (Hard Skills)
- Complex Issue Management (Soft Skills)
- Professional Customer Service (Soft Skills)
- Decision-Making (Soft Skills)
- Training and Development (Soft Skills)