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Financial Services Client Liaison

1 month ago

Reston, Virginia, United States AllStar Staffing Group Full time

We are seeking a highly skilled Client Relations Coordinator to support our team at AllStar Staffing Group. This is a full-time direct hire opportunity for a Client Relations Coordinator for Financial Institutions.

Key Responsibilities:

  • To provide exceptional support to senior investment consultants and their client accounts, ensuring seamless communication and data flow.
  • To maintain direct contact with corporate headquarters, including the performance reporting department and investment consultants, to facilitate efficient data exchange.
  • To coordinate client meetings, formulating agendas that require internal and external coordination, and inviting relevant investment professionals as needed.
  • To draft, amend, or modify client investment policy statements, ensuring accuracy and compliance.
  • To compile information for investment transactions, communicating necessary steps to implement asset transfers with clients, monitoring progress, and tracking completion.
  • To prepare asset allocation reporting for client meetings, reviewing draft reports with other departments, and making proactive recommendations to investment consultants.
  • Other project-based work.

Requirements:

  • Detail-oriented and able to multitask effectively.
  • Strong communication and organizational skills.
  • Possess a strong work ethic and work well in a team environment.
  • Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe.
  • Candidate must have a business degree from a four-year college or university.
  • 4-10 years of relevant experience.