Client Relationship Consultant
virtual vocationsDenver, CO
Client Relationship Consultant
Occupations
Customer Service RepresentativesSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPersonal Financial AdvisorsIndustries
Other Management Consulting ServicesPortfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesAbout the role
Supporting strong client relationships, the full-time Client Relationship Consultant will manage 2-4 assigned clients remotely, ensuring effective problem resolution and collaboration with the Operations team on daily tasks and inquiries.
Key responsibilities:
Serve as a secondary point of contact for day-to-day client needs and inquiries
Collaborate with Operations on processing, research, and issue resolution through automated workflow systems
Prepare and deliver monthly client reporting and support internal and external audits
Required qualifications:
High School Diploma or GED required; bachelor's degree preferred with relevant experience considered
2+ years of experience working with retirement plans
Proficiency in Microsoft Office, particularly strong Excel skills
Experience supporting multiple client relationships in a financial services environment
Strong organizational and analytical skills
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JOB OVERVIEW
Experience level
Mid
Location
Denver, CO
Occupation
Customer Service Representatives
Industry
Other Management Consulting Services
Posted
yesterday
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