Financial Services Liaison
1 week ago
Key Responsibilities:
- Oversee and track all tasks related to establishing and maintaining client financial plans.
- Collaborate with internal teams to facilitate a smooth transition for new clients and provide continuous service and support.
- Assist high-net-worth clients and their teams with paperwork, documentation, and processing needs.
- Communicate directly with clients, attorneys, accountants, and advisors to ensure everyone is well-informed and updated on all developments.
- Prepare materials and compile necessary information for client meetings and periodic reviews.
- Initiate and track client-related requests, such as account openings, investment planning, fund transfers, and other financial operations.
- Maintain consistent and clear communication with clients through various channels to nurture strong, ongoing relationships.
- Deliver outstanding client service and resolve any issues or concerns that may arise.
- 3+ years of experience in the financial services industry or a related field.
- Bachelor's degree preferred.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Strong analytical abilities and attention to detail.
- Highly organized, capable of managing multiple tasks simultaneously.
- Strong interpersonal skills with a client-first approach, able to build and maintain relationships.
- Familiarity with Customer Relationship Management (CRM) software is a plus.
- Excellent verbal and written communication skills.
- Team-oriented and collaborative, able to work effectively within a group and independently.
- Motivated to work in a dynamic and entrepreneurial environment.
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