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

Client Experience Consultant

Key skills