- Develop and maintain ongoing relationships with corporate clients
- Provide first-class employee benefits advice and guidance
- Identify appropriate opportunities and generate new business from existing clients
- Manage and deliver services and projects specified in employers’ client engagement letters
- Own and manage multiple client relationships
- Collaborate with Principal Partners on the handover of new clients into Practice
- Manage ongoing client relationships and ensure delivery of agreed services
- Recommend financial wellbeing strategies to employers
- Deliver individual targets and assist with overall Practice targets
- Produce regular and meaningful management information
- Create additional income opportunities through relevant upselling
- Plan and implement business development opportunities
- Collaborate with Practice teams, acquisition Principal Partners and the Client Success Manager
- Record and report new business deals and income generation
- Plan and manage projects considering People, Planet and Governance under the sustainability policy
Requirements
- Experience developing and managing ongoing relationships with corporate clients
- Ability to provide employee benefits advice and guidance
- Ability to identify opportunities and prospect for new business from existing clients
- Ability to manage multiple client relationships
- Ability to deliver services and projects detailed in client engagement letters
- Thorough understanding of Secondsight’s services
- Ability to make recommendations on employers’ financial wellbeing strategies
- Ability to meet individual targets and contribute to Practice targets
- Ability to produce regular and meaningful management information
- Ability to plan and implement business development opportunities aligned with growth and revenue targets
- Ability to manage and report new business deals and income generation
- Willingness to participate in company and departmental training and development initiatives
- Ability to plan and manage projects in line with the company sustainability policy
Core Competencies
Demonstrates expertise in developing and managing corporate client relationships while providing tailored employee benefits advice. Proven ability to identify business opportunities, manage projects, and contribute to financial wellbeing strategies aligned with sustainability policies.
Highest-signal resume keywords
- Client Relationship Management
- Employee Benefits Advice
- Business Development
- Project Management
- Financial Wellbeing Strategies
ATS Optimization Keywords
Hard Skills
- Client Engagement
- Business Prospecting
- Management Information Production
- Income Generation Reporting
- Sustainability Policy Implementation
Soft Skills
- Collaboration
- Communication
- Target Achievement
- Upselling
- Training Participation
Industry Keywords
- Corporate Clients
- Financial Wellbeing
- Employee Benefits
- Business Development Opportunities
- Sustainability
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Senior Consulting Partner in Weybridge employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.