Client Experience Consultant

Serves as the primary point of contact for complex existing clients. Develops and maintains strong relationships. Proactively evaluates client needs and financial goals.

Client Experience Consultant (CEC)

Overview

The Client Experience Consultant (CEC) plays a critical role at the center of the sales and client engagement process, partnering closely with Sales and Relationship Management teams to bring client solutions to life. This team supports both prospective and existing clients by delivering a seamless, end-to-end experience across new business opportunities and ongoing client relationships.

The CEC serves as a dynamic, client-facing presenter responsible for showcasing and articulating the organization’s digital experience, including participant and plan sponsor tools. This role is ideal for individuals who thrive in a fast-paced, high-visibility environment and are energized by engaging directly with clients.

Key Responsibilities