Client Service Liaison

4 weeks ago


New York, New York, United States McCain Stewart Full time
Job Overview

Mccain Stewart is seeking a highly skilled Client Service Liaison to join their team. As a key member of the organization, you will be responsible for delivering exceptional client service and ensuring a seamless experience for clients.

The ideal candidate will possess strong administrative skills, including proficiency in MS Office and ability to learn new technology quickly. You will work closely with the Relationship Managers and Business Development teams to provide support and guidance to clients.

Key responsibilities include:

  • Managing client onboarding and administrative tasks
  • Drafting presentations, documents, and meeting materials
  • Liaising with internal teams to support client needs and deliverables
  • Planning and preparing for client meetings
  • Documenting and distributing meeting output and monitoring client communications
  • Attending meetings and events with Relationship Managers as directed
  • Maintaining a working knowledge of economic trends and key political events

Preferred qualifications include a CFA Foundations certificate, but this is not required. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply.

Location: This is a hybrid role based in NYC.



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