What are the responsibilities and job description for the Client Services Consultant position at AppleOne Employment Services?
Client Service Consultant
Location: Lake Mary, FL (In-office)
Salary Range: $100,000 – $120,000 (DOE)
Hours: Full-time, Monday – Friday, 40 hours/week
Benefits: PTO, Health, Dental, Vision, 401(k), HSA, Disability, Life Insurance
Job Overview:
We are looking for a highly organized and client-focused Client Service Consultant to join our team. Reporting to the Director of Client Service Consulting, you’ll collaborate with various teams to ensure smooth onboarding and provide proactive governance for our client services. You’ll work closely with clients, intermediary advisors, third-party administrators, and service providers to ensure satisfaction and retention.
Responsibilities:
- Collaborate with sales, consulting, and implementation teams to ensure an efficient client onboarding experience.
- Build and maintain strong relationships with clients, advisors, third-party administrators, and service providers.
- Provide proactive client service governance, including management of the annual client calendar and service deliverables.
- Support the development of plan-level reporting, including projected funding needs, performance reports, executive summaries, and market updates.
- Assist with enrollment-related deliverables, including creating materials, hosting meetings, and conducting post-enrollment data collection and analytics.
- Participate in annual plan review meetings for institutional clients.
- Identify initiatives to improve client satisfaction, retention, and new business opportunities.
- Utilize CRM database to document and track relevant client data, including meetings and tasks, while maintaining client contact integrity.
Required Skills and Qualifications:
- Strong background in accounting, NQ administration, or COLI (Corporate-Owned Life Insurance).
- Highly professional, organized, and growth-oriented mindset.
- Excellent interpersonal, client service, and communication skills.
- Proficient in MS Office, especially Excel.
- Ability to manage multiple priorities and deadlines with attention to detail.
- Team player with the ability to work independently with minimal supervision.
If you’re a proactive, detail-oriented professional with experience in client service and executive benefits, we encourage you to apply!
Salary : $100,000 - $120,000
