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Client Relationship Consultant
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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COMPLETE JOB DESCRIPTION
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