Financial Services Liaison
1 day ago
We are seeking a highly skilled Client Services Representative to join our team at Chicago Financial Search. As a key member of our team, you will be responsible for managing the full institutional client lifecycle, building strong relationships with key decision-makers, and ensuring compliance with regulatory requirements.
Key Responsibilities:
- Guide institutional clients through the onboarding process, ensuring a seamless and efficient experience.
- Coordinate with internal teams to ensure compliance with internal policies and regulatory requirements.
- Proactively build and maintain strong relationships with key decision-makers at client organizations.
- Serve as the primary point of contact for institutional clients, managing communication and inquiries.
- Act as client advocate and liaison between the client and internal sales, operations, compliance, and product teams to ensure client expectations are met and service enhancements requests are communicated effectively.
Requirements:
- 5+ years of experience in the Financial Industry.
- Experience with managing the process of opening and onboarding institutional accounts while ensuring compliance with regulatory frameworks.
- Strong understanding of financial markets, investment products, and regulatory requirements.
- Exceptional communication and interpersonal skills to build and maintain long-term relationships.
- Problem-solving abilities with a client-centric approach to resolving issues.
Please note that this is an onsite position working at the client's Chicago office. We are an equal opportunity employer and welcome applications from diverse candidates.
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