Client Service Liaison

1 month ago


Marquand, Missouri, United States Norton Estate Planning & Elder Law Firm LLC Full time
Client Service Liaison Opportunity

We are seeking a highly skilled Client Service Liaison to join our team at Norton Estate Planning & Elder Law Firm LLC. As a Client Service Liaison, you will be responsible for surveying potential clients, connecting with prospects and clients, and inputting their information into our client management system.

Key Responsibilities:

  • Survey potential clients to determine the right fit with our practice
  • Connect with prospects and clients and input their information into our client management system
  • Follow up by email and phone as needed to schedule and confirm meetings
  • Capture and track client data for use with the marketing team
  • Perform miscellaneous clerical tasks as needed

Qualifications:

  • Strong ability to communicate eloquently and empathetically
  • Previous experience with CRM and case management software desired
  • High school diploma or GED is a requirement; Bachelor's degree is a plus
  • Background in the legal industry preferred
  • Customer service or sales experience a plus

About Us:

Norton Estate Planning & Elder Law Firm LLC is a close-knit, compassionate team of dedicated legal professionals. We are expanding and need the help of an Intake Specialist to take client relations to the next level and manage our growing caseload.



  • Marquand, Missouri, United States Meduit Full time

    Job SummaryThe Client Services Liaison at Meduit serves as a vital link between our clients and the call center staff. This role requires a professional with excellent communication skills to provide supportive services both internally and externally to resolve issues.Key ResponsibilitiesCorrespond with clients via phone, email, and fax in a professional...


  • Marquand, Missouri, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly skilled Client Specialist to join our team at Robert W. Baird & Co. This role will provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.Key ResponsibilitiesClient Onboarding Coordination: Manage Financial...


  • Marquand, Missouri, United States The LaSalle Group Full time

    LaSalle Network is a leading provider of direct hire and temporary staffing services, partnering with top companies in the Indianapolis area. We are currently working with a nation's leading Revenue Cycle Management company to fill a Client Services Specialist position.Job SummaryWe are seeking a highly skilled Client Services Specialist to support our...


  • Marquand, Missouri, United States Stock Yards Bank & Trust Full time

    Job Title: Client Services CoordinatorStock Yards Bank & Trust is seeking a highly skilled Client Services Coordinator to join our Commercial Lending Department. As a key member of our team, you will be responsible for managing assigned portfolios, serving as the primary contact for existing clients, and providing exceptional customer service.Key...


  • Marquand, Missouri, United States CommonSpirit Health at Home Full time

    Transformative Opportunity: Patient Experience LiaisonOverviewCommonSpirit Health at Home is on a mission to revolutionize patient care, and we're seeking a skilled Patient Experience Liaison to join our team. As a vital member of our team, you will have the opportunity to make a profound impact in your community by providing exceptional care and support to...


  • Marquand, Missouri, United States DaMar Staffing Full time

    Job Title: Client Services CoordinatorDaMar Staffing is seeking a highly motivated and organized Client Services Coordinator to join our team. In this role, you will be responsible for the full-cycle recruiting process, generating business through marketing, developing new and existing clients, and increasing job orders.Key Responsibilities:Source, screen,...


  • Marquand, Missouri, United States Stock Yards Bank & Trust Full time

    Job SummaryWe are seeking a highly skilled Client Services Coordinator to join our Commercial Lending Department. As a key member of our team, you will be responsible for managing assigned portfolios, serving as the primary contact for existing clients, and providing exceptional customer service.Key ResponsibilitiesManage assigned portfolios, including new...


  • Marquand, Missouri, United States DaMar Staffing Full time

    Job SummaryThe Client Services Coordinator at DaMar Staffing is responsible for the full-cycle recruiting process and generating business through marketing, developing new and existing clients, and increasing job orders. This role requires a high level of organization, communication, and problem-solving skills to ensure the successful placement of candidates...


  • Marquand, Missouri, United States Health & Hospital Corporation of Marion County Full time

    Job Title: Consult Liaison PsychiatristEskenazi Health and Eskenazi Medical Group are seeking a highly qualified Psychiatrist to lead an established consult liaison service. The ideal candidate will have experience in providing care for inpatients at Eskenazi Health Hospital and be able to collaborate with psychiatrists providing care in our psychiatrist...

  • Patient Care Liaison

    1 month ago


    Marquand, Missouri, United States Indiana University Health Full time

    Job SummaryAs a Patient Care Liaison at Indiana University Health, you will play a vital role in ensuring the best possible experience for our patients. Your primary responsibility will be to respond to patient inquiries via telephone and email, providing timely and effective solutions to their concerns.Key ResponsibilitiesDetermine the best method for...


  • Marquand, Missouri, United States Noah's Animal Hospital Full time

    About the PositionNoah's Animal Hospitals prioritizes the needs of pets and their families. Our innovative programs are a source of pride for employees, empowering them to grow and thrive in their careers. As a Client Service Representative, you will provide exceptional communication skills to deliver compassionate healthcare and memorable experiences for...

  • Sales Associate

    4 weeks ago


    Marquand, Missouri, United States Knitwell Group Full time

    About UsAt Knitwell Group, we're passionate about empowering women to find their authentic self-expression through fashion. Our team is dedicated to providing exceptional client service, ensuring that every woman who walks into our store feels confident and inspired.Job Summary:We're seeking a highly motivated and customer-focused Sales Associate to join our...


  • Marquand, Missouri, United States Community Health Network Full time

    Job SummaryThe Patient Relations Advocate plays a vital role in capturing the voice of the healthcare consumer and sharing their experiences with our network representatives. This role requires excellent communication skills, both verbal and written, to effectively communicate with patients, families, and staff.Key ResponsibilitiesAct as a liaison between...


  • Marquand, Missouri, United States Kellie Taylor - State Farm Agent Full time

    Financial Account RepresentativeAs a vital member of our team, you will play a key role in our daily business operations and customers' success. You will grow our agency through meaningful client relationships and act as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant...


  • Marquand, Missouri, United States Health & Hospital Corporation of Marion County Full time

    Job Summary:Eskenazi Health is seeking a highly qualified Psychiatrist to lead an established consult liaison service. The successful candidate will be responsible for responding to consults from hospitalist, trauma, burn, and other inpatient medical teams providing care for inpatients at Eskenazi Health Hospital.Key Responsibilities:Diagnose mental...


  • Marquand, Missouri, United States The Charles Schwab Corporation Full time

    Client Reporting and Security Service (CRSS) is part of our Client Service & Support's (CS&S) Operational Support division. This team promotes client loyalty by providing high-quality subject matter expertise to our client Operations Specialists.Key Responsibilities:Provide subject matter expertise to client Operations Specialists.Support client...


  • Marquand, Missouri, United States Home Instead Senior Care Full time

    About This RoleWe are seeking a dedicated and compassionate Client Care Coordinator to join our team at Home Instead Senior Care. As a Client Care Coordinator, you will play a vital role in ensuring exceptional client care and satisfaction.Key Responsibilities:Meet with potential clients and family members to discuss their needs and provide solutions in the...


  • Marquand, Missouri, United States Charles Schwab Full time

    About the RoleAs a Client Reporting Specialist at Charles Schwab, you will be part of our Client Service & Support's Operational Support division. This team is responsible for providing high-quality subject matter expertise to our clients and internal business partners. You will work closely with teams in various locations, including Orlando, Indianapolis,...


  • Marquand, Missouri, United States Baird Full time

    Job DescriptionAt Baird, we're committed to delivering exceptional client service and operational support for our Financial Advisors. As a Client Specialist, you'll play a critical role in helping us achieve this goal.Key ResponsibilitiesClient Onboarding and Coordination: Manage the prospect pipeline, assist with proposal generation, prepare new account...


  • Marquand, Missouri, United States Norton Estate Planning & Elder Law Firm LLC Full time

    pWeareseekingahighlyskilledClientServiceCoordinatortojoinourteamatNortonEstatePlanning&ElderLawFirmLLC.Asakeymemberofourteam,youwillberesponsibleformanagingclientrelations,handlingphonecalls,andinputtingclientinformationintoourclientmanagementsystem./ppKeyresponsibilitiesinclude:/pulliSurveyingpotentialclientstodeterminetherightfitwithourpractice/liliConnect...