Client Relationship Consultant

Location: Remote
Compensation: Hourly
Reviewed: Mon, May 05, 2025
This job expires in: 5 days
Salesforce Financial Acumen Process Design Project Management

Job Summary

A company is looking for a Client Relationship Consultant - Advisor Practice Solutions.

Key Responsibilities
  • Define and manage end-to-end business processes to enhance client experience
  • Establish performance metrics and collaborate on data analysis for client-centered actions
  • Maintain stakeholder relationships and ensure compliance with FINRA requirements
Required Qualifications
  • College degree or equivalent experience
  • 5 years of experience in the financial services field, specifically supporting advisor practices
  • Proven strategic management and project management skills
  • Ability to navigate escalated customer service situations
  • Experience in continuous improvement methodologies
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