Client Experience Consultant

Responsibilities

• Partner with Sales and Relationship Management teams to support client meetings, presentations, and strategic initiatives.
• Serve as a subject matter expert on the digital experience, including participant and plan sponsor platforms, clearly articulating functionality and value to clients.
• Deliver engaging, tailored presentations and demonstrations, adapting messaging in real time based on client needs and feedback.
• Build and maintain strong relationships with internal stakeholders, including Sales, Relationship Managers, and Consultant teams.
• Support new business development and retention efforts by enhancing the client experience and contributing to successful outcomes.
• Evaluate client needs through consultative interactions and align digital solutions to support client goals.
• Resolve complex client inquiries related to products, services, or processes, applying critical thinking and creativity when needed.
• Identify opportunities to strengthen client relationships through proactive use of product, service, and industry knowledge.
• Contribute to strategic planning, business development activities, and special projects as assigned.

• Minimum of five years of relevant experience.
• Three or more years of experience in financial services, client engagement, or relationship management preferred.
• Undergraduate degree or equivalent combination of training and experience required; advanced degree preferred.
• Demonstrated experience presenting to clients or stakeholders in a professional setting.
• Strong understanding of financial services, recordkeeping, or institutional business preferred.

• Critical Thinking
• Creativity
• Communication