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Client Relationship Consultant Jobs (NOW HIRING)

Banner Bank

Client Relationship Consultant

Bandon, OR · On-site

As a Client Relationship Consultant , you'll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while ...

Banner Bank

Client Relationship Consultant

Bandon, OR · On-site

As a Client Relationship Consultant , you'll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while ...

Banner Bank

Client Relationship Consultant

Bandon, OR · On-site

As a Client Relationship Consultant , you'll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while ...

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Client Relationship Consultant information

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$11

$51

$192

How much do client relationship consultant jobs pay per hour?

As of Jul 6, 2026, the average hourly pay for client relationship consultant in the United States is $51.18, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $43.75 per hour, depending on experience, location, and employer.

What qualifications are needed to be an RM?

A Client Relationship Consultant typically needs a bachelor's degree in business, finance, or a related field, along with strong communication and interpersonal skills. Relevant experience in customer service or sales is often preferred, and certifications such as Certified Financial Planner (CFP) or similar may enhance qualifications. Knowledge of CRM software and the ability to build client trust are also important.

Is being an RM a stressful job?

A Client Relationship Consultant role can be stressful due to managing client expectations, meeting sales or service targets, and handling complex issues. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, which can contribute to stress levels depending on workload and environment.

How does a Client Relationship Consultant typically collaborate with other departments to support client needs?

Client Relationship Consultants often act as a bridge between clients and various internal teams, such as sales, product development, and customer support. They regularly communicate client feedback and requirements to these departments to ensure services or products meet expectations. Effective collaboration may involve participating in cross-functional meetings, coordinating with account managers, and following up on action items to resolve client issues promptly. This collaborative approach helps maintain strong client satisfaction and supports business growth.

What are the key skills and qualifications needed to thrive as a Client Relationship Consultant, and why are they important?

To thrive as a Client Relationship Consultant, you need a strong background in customer service, sales, and account management, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software, digital banking platforms, and basic financial products is typically required. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and effectively address client needs. These skills are essential for fostering long-term client relationships, driving customer satisfaction, and contributing to business growth.

What is a Client Relationship Consultant?

A Client Relationship Consultant is a professional who manages and nurtures relationships with clients to ensure their satisfaction and ongoing business. They act as the main point of contact between clients and the company, addressing concerns, providing support, and identifying opportunities for additional services or solutions. Their goal is to build strong, long-term relationships that benefit both the client and the organization. These consultants often work in industries such as banking, finance, and consulting, where personalized service is crucial.

What does a client relationship consultant do?

A client relationship consultant helps organizations build and maintain strong relationships with clients by understanding their needs, providing tailored solutions, and ensuring customer satisfaction. They often analyze client feedback, communicate effectively, and use CRM tools to manage interactions. The role requires strong interpersonal skills and industry knowledge to foster long-term partnerships.

What does a customer relations consultant do?

A client relationship consultant manages and improves relationships with clients to ensure satisfaction and retention. They communicate with clients, address concerns, and provide solutions, often using CRM tools and strong interpersonal skills. Their goal is to foster long-term partnerships and support business growth.
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Client Relationship Consultant jobs near you
Infographic showing various Client Relationship Consultant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $106,457 per year, or $51.2 per hour.
Client Relationship Consultant

Client Relationship Consultant

SHEPHERD FINANCIAL

Louisville, KY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Description:

About Shepherd Financial

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.


While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident that our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.

Our Core Values

Integrity: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.


Service: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.


Empathy: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.


Innovation: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.


Quality: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.


Growth: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.

Position Description & Objectives

The Client Relationship Consultant (CRC) helps support organizational growth and provides strategic client direction to existing and new client relationships. This position requires the ability to deliver exceptional, timely client service while effectively and autonomously managing a book of retirement plans. The abilities to learn independently, create positive and authentic relationships, and act as a community leader are essential to your success in this role.

Core Responsibilities

  • Provide leadership to and become fully engaged with both existing and new client relationships
  • Work with established team members to become acquainted with existing clients, ultimately leading to robust account management of client relationships
  • Advocate for and solve day-to-day client concerns
  • Conduct committee, enrollment, financial wellness, and other meetings at regularly-scheduled intervals
  • Manage accounts by responding to client needs, anticipating issues, and proactively providing solutions
  • Effectively implement available resources to resolve a variety of issues with clients. These may include compliance, DOL and IRS audits, ERISA-related guidelines, vendor websites, contract repricing, and/or plan and contract conversions or terminations
  • Promote client retention and identify opportunities to strengthen existing client relationships through timely, high-quality service
  • Cultivate strong partnerships with both clients and vendors
  • Increase Shepherd Financial brand awareness in the retirement marketplace
  • Discover individual rollover opportunities that meet our minimum monetary requirements for wealth management clients


Position Expectations

  • An undergraduate degree and relevant industry designations, including current Qualified 401(k) Administrator (QKA) status (or credential attainment within the first 12 months of employment, per the terms of the Continuing Education Repayment Program)
  • A proficiency in Microsoft Word and Excel
  • Compliance with Shepherd Financial’s internal policies, including the Work-From-Home Policy and License and Desgination Repayment Program
  • Begin each business day no later than 8:30 am
  • Weekly attendance at the retirement plan team meeting on Mondays at 8:00 am EST
  • Return or acknowledge emails and phone calls from plan sponsors and participants within 24 hours
  • Document all client interactions in Redtail within 24 hours
  • Refer 12 wealth management and or insurance prospects over the course of a year.

Compensation & Benefits

  • Salary plus incentive-based salary enhancement for new annualized recurring revenue from either retirement plans or wealth management referrals
  • Discretionary year-end performance bonus
  • Paid time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
  • Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
  • Financial support for professional accreditation/license fees and continuing education
  • Mileage and other Shepherd Financial-related expense reimbursement, per the Expense Reimbursement Policy
  • Cell phone reimbursement: $45 per month


Position Location

This position is based out of our Louisville, KY office, with the opportunity to work 1 day per week from home.

Requirements:


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