Client Relationship Consultant - Advisor Practice Solutions
Client Relationship Consultant - Advisor Practice Solutions
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 92538 - 125199
1 Vacancy
Job Description
The Client Relationship Consultant is responsible for defining and managing the endtoend business processes that shape the client assignment experience within the Advisor Ecosystem. This role focuses on ensuring the necessary infrastructure and standards are in place to consistently deliver a highquality client experience. Key responsibilities include establishing and maintaining performance metrics analyzing data to drive clientcentered actions and achieving desired business outcomes. The Consultant also maintains strong stakeholder relationships and collaborates across the organization to ensure alignment and successful delivery of strategic goals.
DUTIES & RESPONSIBILITIES:
Client Experience Process Ownership & Outcomes 25%
Define align and maintain endto end business process to deliver on desired outcomes
Enhance processes through continuous improvement reviews and support of distribution programs as needed
Ensure the necessary infrastructure and standards are in place to support a highquality client experience.
Establish and maintain client experience interaction and quality standards
Drive adoption and support of process and standards through training communication and change management
Provide work direction to Client Relationship Specialist
Measurement Analysis & Insights Reporting Improvement 25%
Define performance metrics and KPIs set targets
Crossdivisional collaboration with reporting & analytics functions to produce a comprehensive picture of current state.
Understand influence of client experience on Net Promoter Score and identify levers to improve scores
Stakeholder Management & Leadership 25%
Leverage data and analytics to tell compelling stories that drive clientcentered actions for all levels of leadership
Influence actions to achieve business outcomes
Compliance & Communications Management 15%
Ensure FINRA requirements are met
Ensure communications and procedures support best client and advisor experience
Provide client and Advisor outreach as needed
Client & Advisor Escalations 10%
Provide oversight and resolution of escalation process and procedures
Cross channel conflict between Advisors
Models Thrivents leadership competencies Model the Way Rally the Team and Deliver Outcomes.
Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement exceptional employee engagement and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose promise and values ensuring that Thrivents trust and reputation remain strong with its clients.
Clients Financial Advisors Thrivent Advisor Group Staff Field Leadership Practice Growth Directors Teaming & Succession Consultants Distribution Leadership Digital Advisor Experience Team Business Intelligence Legal and compliance Operations
QUALIFICATIONS & SKILLS:
Required:
College degree or equivalent experience .
5 years working in the financial services field.
Experience directly supporting advisor practice s .
Ability to thrive in a matrix management organization very helpful
Demonstrated results through continuous improvement methodologies
Customer service and demonstrated ability to navigate escalated situations
Proven strategic management and problem analysis skills: demonstrable critical thinking skills
Strong project management skillsability to manage multiple and moderately complex projects that drive positive outcomes
Ability to understand diverse audiences and influence without direct authority
Demonstrated aptitude for dealing with ambiguity.
Experienceleading peers and customersthrough changing environments and priorities.
Effective communication/interpersonal skills with emphasis on customer service conflict management change managementandteamwork.
Demonstrated expertise in several of the following functional areas: financial acumen communications / stakeholder management market research technical skills and process design
Preferred:
Experience with Salesforce
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation please let us know by sending an email toor calland request Human Resources.
Required Experience:
Contract
Employment Type
Full-Time
