CLIENT SERVICE CONSULTANT SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

The Client Service Consultant possesses a strong customer focus with the ability to connect and build relationships. Demonstrates extensive problem-solving and analysis skills, proficient in managing multiple technologies. Exhibits strong organizational skills, attention to detail, and experience working towards Key Performance Indicators.

Essential Hard and Soft Skills for a Standout Client Service Consultant Resume
  • Multitasking
  • Technology Management
  • Customer Relationship Management
  • Data Analysis
  • Microsoft Office Proficiency
  • Insurance Knowledge
  • Financial Services Background
  • KPI Monitoring
  • Technical Support
  • Documentation
  • Strong Customer Focus
  • Effective Communication
  • Proactive Approach
  • Resilience
  • Interpersonal Skills
  • Team Collaboration
  • Problem-Solving
  • Organizational Skills
  • Attention to Detail
  • Adaptability

Summary of Client Service Consultant Knowledge and Qualifications on Resume

1. BA in Advertising with 5 years of Experience

  • Have an in-depth understanding of the clients serviced, particularly inherent traits (legal entity type for example) that impact international tax entitlements
  • Has in-depth knowledge of business unit/function A subject matter expert
  • Experience in provide comprehensive, in-depth consulting to team and partners
  • Ability to balance between high-level operational execution and client service
  • Client management and relationship building skills
  • Strong analytical skills and ability to draw conclusions based on data
  • Ability to investigate, analyze, and solve problems, including IT issues
  • Thrive in a fast-paced environment and contribute to ideas that support growth
  • Excellent working knowledge of the investment industry
  • Advanced MS Word and Excel skills along with experience in Google Suite.

2. BA in Marketing with 3 years of Experience

  • Experience working with the administration of individual investment accounts
  • Strong proficiency with Microsoft Excel, Word, and PowerPoint
  • Ability to design spreadsheets using formulas, linking cells, and graphing functions
  • Experience with strong trade Canadian contracts laws and public procurement principles.
  • Experience in project management within a public sector environment 
  • Working knowledge of terms and conditions and associated impact on purchasing
  • Demonstrative experience using purchasing software systems.
  • Excellent understanding of change order requirements.
  • Strong research and analytical skills.
  • Interest in financial markets and how to trade stocks

3. BA in Business Administration with 4 years of Experience

  • Client service experience demonstrated through work or military 
  • Strong project management skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Ability to work independently
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Good analysis, tracking, trending, and modeling skills
  • Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Strong collaboration skills
  • Correspondent mortgage lending experience, B2B sales or client service experience

4. BA in Communications with 2 years of Experience

  • Experience in health and welfare account management experience including some underwriting or analytical 
  • Strong technical knowledge of health and welfare employee benefit plan design, insurance products, current trends, and regulatory environment
  • Strong client service orientation with ability to resolve current needs as well as institute new processes to provide long term solutions
  • Proven experience managing multiple teams delivering on client projects within project plan parameters
  • Excellent verbal and written communication skills including strong presentation skills
  • Team player who takes initiative, is resourceful and is self-motivated to continuous learning and development
  • Strong computer skills including Microsoft Office (Word, Excel and Power Point)
  • Ability to learn new technologies and recommend new technology solutions
  • Ability to interact with integrity and a high level of professionalism with all levels of customers, team members, and management
  • Ability to work in a fast-paced action oriented environment

5. BA in Finance with 6 years of Experience

  • Progressively responsible experience in client service, preferably assisting high net-worth clients.
  • Demonstrated ability to work cooperatively and collaboratively with all levels of in the organization, and through cross-functional teams to exceed client expectations.
  • Demonstrated client relationship-building experience through deep and immersive client relationships.
  • Broad knowledge of financial services products (wealth, lending, deposit)
  • Experience using customer relationship management systems (CRM) preferred, (i.e. Salesforce).
  • Familiarity with risk management and loss mitigation standards in banking/financial services sector.
  • Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning.
  • Organized and detail-oriented, while managing and completing multiple tasks simultaneously under moderate supervision in a high-production environment.
  • Strong presentation skills and ability to articulate the Private Bank value proposition with clients and partners.
  • Ability to support clients during core business hours, weekends, holidays via email/phone.

6. BA in Public Relations with 3 years of Experience

  • Directly Related Experience in Selling/Servicing proprietary SASS software, OR 
  • Experience where skills including teamwork, adaptability, organization, and follow-through
  • Strong project management skills with demonstrated ability to multi-task and set priorities within tight timeliness and high client expectations
  • Flexible and open to changing priorities and managing multiple tasks simultaneously within compressed timeframes
  • Superior written and verbal communication skills, coupled with highly developed interpersonal skills
  • Ability to quickly identify issues, duplicate/recreate issues, sound decision-making and critical thinking skills 
  • Ability to take initiative, identify opportunities and mitigate risks
  • Excellent problem-solving skills
  • Ability to manage multiple and competing priorities
  • Knowledge or experience dealing with mortgage industry issues, regulatory compliance and pricing concepts

7. BA in Economics with 7 years of Experience

  • Client customer-facing experience.
  • Experience in sales or customer support role for a web-based business or software application provider
  • Ability to build trust, confidence, and goodwill with key customers by understanding needs and articulating the organization’s ability to meet the clients’ needs with products and services
  • Adept at troubleshooting, diagnosing and communicating customer support cases
  • Ability to execute projects and other activities as assigned to deliver consistently, exceptional key account customer and internal service
  • Ability to plan, develop, and manage multiple client facing projects simultaneously
  • Excellent verbal and written communication skills
  • Strong background working with Microsoft Office applications
  • Proficient with Windows 8/10
  • Thorough understanding of technology, specifically web-based operations platforms

8. BA in Psychology with 5 years of Experience

  • Knowledge of the GVUL/GUL
  • Excellent organizational, interpersonal, and communication skills, both written and verbal
  • Ability to work autonomously and manage time efficiently in order to meet client deadlines
  • Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
  • Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
  • Ability to balance client expectations with MetLife capabilities
  • Proficient with Microsoft Office software
  • Self-motivated to learn more about the business and proactive in personal development
  • Firm knowledge of group products, services, and systems 
  • Ability to apply analytical skills to the interaction of products, services and systems

9. BA in Management with 4 years of Experience

  • Knowledge of common sales communication techniques, identification of the clients’ value proposition and presentation of solution based sales. 
  • The ability to utilize this knowledge to engage clients and manage accounts
  • The means and ability to work from a home office to accomplish objectives and tasks as described
  • Excellent communication, presentation and interpersonal skills are required to perform the functions as described, including the ability to present information and training to varied clients
  • A basic understanding of the operations of the durable medical equipment industry and hospice industry
  • The ability to be proactive and self-directed utilizing good time management, decision-making, and organization skills 
  • Incumbents must be able to prioritize multiple tasks
  • A good understanding of StateServ’s products, technologies, selling strategies and internal business functions is necessary to become proficient and competent in role
  • Ability to solve complex problems
  • Ability to keep up in a fast-paced entrepreneurial environment

10. BA in Sociology with 2 years of Experience

  • Excellent Client Facing Skills with the ability to Own the Room. 
  • Soft Skills include Communication, Co-ordination, and Negotiation
  • Knowledge of organization offerings with a strong focus on attention to detail.
  • Ability to manage time and multi-task
  • Exhibits a high level of initiative and position collaboration working successfully in a team environment
  • Experience in a client-facing role
  • Project Management experience (PMP or equivalent an advantage)
  • Experience presenting to clients (both in-person and through online webinars)
  • Software Implementation experience is an advantage
  • Experience in content writing/instructional design 

11. BA in International Business with 3 years of Experience

  • The ability to multitask and confidently manage multiple technologies
  • Strong customer focus and ability to connect with customer
  • A proactive approach and resilience to overcome customer objection
  • Strong interpersonal skills (both written and verbal)
  • Experience working towards Key Performance Indicators
  • Ability to work collaboratively in a team environment
  • Strong organizational skills and attention to detail
  • Extensive problem-solving and analysis.
  • Proficient with Microsoft Office software
  • Prior Insurance knowledge or financial services background

12. BA in Hospitality Management with 5 years of Experience

  • Experience interpreting customer needs and translating them into technical requirements.
  • Experience managing service delivery in an outsourced model
  • Maintain in-depth product knowledge of the service offerings of the company.
  • Strong familiarity with some or all of the following SMB and Enterprise applications and services, both on-premises and in the cloud
  • Knowledge of Microsoft Server Roles, Backup Solutions, Azure, AWS, Office 365, Virtualization
  • Possess a track record of managing the customer commitment, negotiation, and closed of the sales process
  • Demonstrated level of success in the development of client relationships
  • Enjoy working with customers and external audiences
  • Comfortable engaging with all client staff including C-Level individuals
  • Proficient with general office applications

13. BA in Journalism with 2 years of Experience

  • Knowledge of Networking, Network Security, WAN Connectivity, Client Endpoints, Endpoint Security.
  • Ability to work in a dynamic, fast-paced environment including the ability to manage through critical events
  • Skill in preparing high-quality written communications and materials
  • Interpersonal skills: such as telephony skills, communication skills, active listening and customer-care
  • Outside sales experience with selling any of the following: IT services and products, managed IT services, or IT consulting
  • Strong organizational, presentation, and customer service skills
  • Self-motivated with the ability to work in a fast-moving environment
  • Must be able to handle multiple tasks, and set schedules and priorities to meet both internal and external deadlines.
  • Proficient problem-solving skills.
  • Proficient knowledge of group products, services, and systems.

14. BA in Social Work with 3 years of Experience

  • Experience in the Insurance industry
  • Extensive experience in marketing and servicing the insurance needs of client accounts
  • Fully understands the concept, issues, and overall impact of market pricing
  • Strong understanding of carrier/underwriter practices 
  • Ability to recreate the practices for use during plan pricing, renewal negotiations, and Associate training
  • Proven ability to manage multiple competing priorities and projects
  • Intermediate working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications
  • High aptitude for mathematical calculations
  • Ability to handle difficult conversations with Associates, Clients, and Carriers  
  • Ability to perform all Account Executive job accountabilities and responsibilities

15. BA in Marketing with 3 years of Experience

  • Experience in Client Implementation / Consultant with health insurance or healthcare software company
  • Experience in Microsoft Excel and Access or SQL
  • Proficiency with Microsoft Office (Outlook, Word, PowerPoint)
  • Ability to client-focused, analytical and Technical Aptitude
  • Attention to details, Problem Solving and Decision Making
  • Innovative with the ability to think outside the box
  • Superior Communication Skills and Questioning and listening
  • Expert Knowledge/Subject Matter Expert
  • Possess good time management skills and have a professionalism
  • Ability to attend company, department, and team meetings as required, including industry training sessions

16. BA in Business Administration with 4 years of Experience

  • Experience in a client-facing role
  • Working experience of Amazon’s EC2 and Microsoft’s Azure
  • Knowledge and experience with other application servers e.g. Tomcat, Glassfish, etc.
  • Good understanding of TCP/IP, HTTP(S), load balancers, proxies & firewalls
  • Knowledge of Java Virtual Machines and internals, J2EE and .NET architectures
  • Database knowledge with one or more vendors, e.g. Oracle, PostgreSQL, MS SQL
  • Familiarity with CWE & CVE (or similar) category system for tracking software weaknesses and vulnerabilities
  • Cloud certifications and experience with AWS, Azure, Bluemix, OpenShift, CloudFoundry, etc.
  • Compliance standards knowledge (PCI, SOX, HIPAA)  
  • Good practical knowledge of Excel

17. BA in Communications with 2 years of Experience

  • Experience in professional services.
  • Able to manage multiple open projects at any point in time, with varying degrees of complexity and business priority.
  • Proven track record of driving meaningful, successful implementations and managing client projects.
  • Strong understanding of RESTful APIs.
  • Comfortable with JSON data structure.
  • Read/write HTML/CSS/JavaScript.
  • Experience with PHP (or other programming language).
  • Understand the differences between SQL and NoSQL.
  • Capable of using Browser Developer Tools.
  • Adept at identifying issues, recognizing patterns, proposing solutions, and help create repeatable processes or documentation to assist with the long-term success of both internal team, clients, and partners.
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