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Become A Client Services Consultant

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Working As A Client Services Consultant

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $65,000

    Average Salary

What Does A Client Services Consultant Do At Metlife

* Overall accountability for the day-to-day administration of multiple National Accounts clients, including: Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams.
* Collaborates and acts as a liaison with client's Third Party Administrator to assist with problem resolution and trouble shooting.
* Provides exceptional customer service to ongoing customer delivery and client satisfaction.
* Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations.
* Participates in client account audits and strategic planning process.
* Partners with Financial team in completion of client reports; analyzing results and identifying trends.
* Leads and coordinates implementation of new clients and the addition of MetLife product lines to existing clients.
* Participates in initial strategy meetings, establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals and inputs and ensures accurate installation of data in MetLife systems.
* Assists in facilitating the execution of contracts to ensure compliance.
* Partners with Proposal Unit to research and respond to RFP questionnaires.
* Participates in cross-functional project teams.
* Maintains awareness and knowledge of MetLife’s and competitors’ products and trends.
* Performs other duties as assigned or required.
* Performs other duties as assigned or required

What Does A Client Services Consultant Do At Wells Fargo

* meeting productivity standards while engaging clients in conversations regarding our financial products; managing account inquiries; providing basic technical support for our website; and uncovering cross-sell opportunities.
* These responsibilities must be consistently met and sustained during training and while in the position.
* Flexibility in Schedule
* The Menomonee Falls office provides 24/7 service.
* Individuals may apply for a flexible schedule between 1st and 2nd shift.
* An Individual may also apply for 3rd shift, or all shifts.
* It is not an expectation that individuals be available/flexible for all shifts.
* Expected Start Date:
* March 2018
* indeedcc

What Does A Client Services Consultant Do At Cigna

* Serves as a subject matter expert on benefits for NBM’s and CM’s
* Maintains knowledge and expertise in all products (benefits and general funding knowledge), programs, services and enrollment activity.
* Handles escalation of service issues internally, using appropriate escalation guidelines.
* Provides support for resolution of complex service issues requiring Sales involvement.
* Provides out of office service support for SM, DCM, NBM’s, and CM’s on complex or escalated service issues requiring Sales involvement.
* Leads “Service project work” required in the local market to proactively identify service issue trends and internal procedures that adversely affect customer satisfaction.
* Partners with Service Operations or other matrix partners to drive resolution of issues and to proactively identify process improvements and increased efficiency
* Proactively educates and provides recommendations to sales to avoid future service issues (for example, identifies a trend with certain Rx formulary issues due to product change that is not being communicated by Sales.)
* May conduct training on Client Resource Portal for high-touch clients or clients with complex structure set-up
* Training done onsite/in person or by phone
* Training is on eligibility and billing system for Facets clients to ensure proper procedures are followed
* Takes the lead to have ex gratia payments processed (for self-funded clients)
* Provides back-up assistance in reviewing completed benefit summaries and SBC’s
* Provides back-up assistance in building new benefit summaries and SBC’s
* May mentor and/or provide guidance and expertise to more junior team members.
* Also, may provide guidance to Sales Support Consultants on less complex service issues.
* Coordinate with client manager to ensure client needs are met and potential problems are averted.
* Keeps client manager informed of account status.
* Participates in role-related work groups, special projects, and sharing of best practices
* May be responsible for providing client support in the areas of benefit education and open enrollment meetings

What Does A Client Services Consultant Do At Highmark Health

* Contribute to the delivery and execution of complex, large scale, multi-year (high cost, high complexity and/or high risk) client enterprise transformation programs by: gathering required data through direct observation and/or inquiry and synthesizing data into meaningful observation; analyzing, identifying and problem solving from information sets (issues could be business or systems issues) drawing conclusions from information sets based on analysis, creating hypotheses and presenting recommendations to team; developing client specific requirements, standard operating procedures, functional roles & responsibilities, process flow and user guides.
* Build, share, and maintain expertise in both practice area and client environment, regularly interface with Product, Infrastructure, and Security teams to deliver on customer commitments.
* Contribute to operational readiness, organizational change management, solution capability, packaging, and estimating, planning and delivery management.
* Support content development for deliverable artifacts to deliver client value and meet contractual obligations, and that align to delivery timelines and budgets.
* Other duties as assigned or requested

What Does A Client Services Consultant Do At Dell

* Write impactful, breakthrough messaging informed by market data, customer insights, a clear understanding of the product and solution benefits and the competitive landscape to educate internal sales
* Work directly with product group, global creative, PR, sales, legal, partner organizations & other messaging teams to create product and solutions messaging for internal
* Take claims through legal approval process to enable usage in marcom/advertising
* Put messaging through message testing to ensure market validity & rigor
* Collaborate & provide support for marcom, dell.com, event, and training teams to with messaging guidance, copy review for accuracy & correctness and talking points as-needed.
* Review & approve marcom assets

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How To Become A Client Services Consultant

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.


Customer service representatives typically need a high school diploma.


Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Client Services Consultant jobs

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Client Services Consultant Career Paths

Client Services Consultant
Client Services Manager Operations Manager General Manager
Account Manager
5 Yearsyrs
Senior Consultant Program Manager Business Developer
Business Development Manager
9 Yearsyrs
Program Manager General Manager
District Manager
7 Yearsyrs
Marketing Manager Marketing Director
General Manager
7 Yearsyrs
Client Services Manager Senior Project Manager Program Director
Human Resources Manager
7 Yearsyrs
Program Manager Marketing Manager
Marketing Director
7 Yearsyrs
Operations Specialist Project Manager Program Manager
Marketing Manager
6 Yearsyrs
Marketing Manager General Manager
Operations Director
9 Yearsyrs
Assistant Vice President Human Resources Coordinator Specialist
Operations Manager
7 Yearsyrs
Assistant Vice President Senior Consultant
Product Manager
7 Yearsyrs
Senior Consultant Project Manager
Program Manager
8 Yearsyrs
Human Resources Coordinator Recruiter Operations Manager
Purchasing Manager
9 Yearsyrs
Operations Specialist Operations Manager Account Executive
Regional Sales Manager
9 Yearsyrs
Product Manager Sales And Marketing Manager Account Manager
Relationship Manager
6 Yearsyrs
Human Resources Coordinator Specialist Account Manager
Sales Account Manager
6 Yearsyrs
Business Developer Business Manager Sales/Marketing
Sales Manager
5 Yearsyrs
Business Developer Business Development Manager
Senior Account Manager
7 Yearsyrs
Project Manager Consultant Senior Consultant
Senior Manager
10 Yearsyrs
Project Manager Program Manager
Senior Project Manager
12 Yearsyrs
Product Manager Marketing Manager General Manager
Territory Manager
7 Yearsyrs
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Client Services Consultant Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Italian

  • Japanese

  • Portuguese

  • German

  • Russian

  • Arabic

  • Chinese

  • Swedish

  • Hindi

  • Filipino

  • Ukrainian

  • Hebrew

  • Bengali

  • Tagalog

  • Urdu

  • Polish

  • Mandarin

  • Gujarati

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Client Services Consultant

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Client Services Consultant Education

Client Services Consultant

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Real Client Services Consultant Salaries

Job Title Company Location Start Date Salary
Senior Client Services Consultant Openlink Financial LLC New York, NY Sep 07, 2014 $126,422
Senior Client Services Consultant Openlink Financial, Inc. Uniondale, NY Nov 28, 2014 $120,000
Implementation Client Services Consultant Cashedge, Inc. Sunnyvale, CA Jul 04, 2011 $116,000 -
Client Service Consultant Cisco Systems, Inc. San Jose, CA Jan 09, 2016 $114,878 -
Client Service Consultant Cisco Systems, Inc. Santa Clara, CA Jan 09, 2016 $114,878 -
Client Services Consultant Open Link Financial Inc. Houston, TX Nov 24, 2009 $112,500
Client Services Consultant Open Link Financial Inc. New York, NY Sep 07, 2011 $103,000
Senior Client Services Consultant Lecorpio, LLC Sandy, UT Jul 25, 2016 $100,000
Client Insights Consultant Information Resources, Inc. Chicago, IL Jan 07, 2015 $100,000
Senior Client Services Consultant Lecorpio, LLC Fremont, CA Jul 01, 2013 $100,000
Senior Client Services Consultant Lecorpio, LLC Sandy, UT Jul 25, 2016 $95,000
Senior Client Services Consultant Lecorpio, LLC Sandy, UT Apr 02, 2016 $95,000
Senior Client Services Consultant Lecorpio, LLC Sandy, UT Jul 25, 2013 $95,000
Client Services Consultant Open Link Financial Inc. New York, NY Sep 18, 2011 $95,000
Client Services Consultant Openlink Financial LLC New York, NY Oct 15, 2014 $90,000
Client Service Consultant Openlink Financial LLC New York, NY Oct 01, 2014 $90,000
Client Services Consultant Openlink Financial LLC New York, NY Oct 01, 2014 $90,000
Client Services Consultant Openlink Financial LLC New York, NY Sep 10, 2014 $87,000
Senior Client Services Consultant Lecorpio, LLC Fremont, CA Jun 25, 2012 $80,000
SR. Client Services Consultant Pro Unlimited Jersey City, NJ Jan 03, 2016 $78,750
Client Services Consultant Pro Unlimited Global Solutions New York, NY Mar 03, 2014 $75,000
Risk Client Services Consultant Hedgemark Risk Analytics, LLC New York, NY Jun 16, 2015 $65,900
Client Service Consultant Information Resources, Inc. Atlanta, GA Aug 13, 2015 $65,104 -
Client Services Consultant Open Link Financial Inc. New York, NY Oct 01, 2010 $65,000
Client Services Consultant Openlink Financial LLC New York, NY Sep 16, 2013 $62,830
Client Services Consultant Sungard Ambit LLC Boston, MA Apr 27, 2015 $62,005

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Top Skills for A Client Services Consultant


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Top Client Services Consultant Skills

  1. Financial Advisors
  2. Customer Service
  3. Client Services
You can check out examples of real life uses of top skills on resumes here:
  • Promoted to collaborate with internal and external wholesalers to provide best in class service to financial advisors.
  • Received several awards for excellent customer service provided.
  • Manage a team of five Client Services Consultants and twelve sales reps.
  • Verified design with a professional external quality assurance consultant for accuracy and compliance.
  • Utilized my strong communications skills to manage client relationships, work under pressure, and solve problems.

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