Financial Services Liaison
18 hours ago
Are you a seasoned professional with experience in managing the full financial services institutional client lifecycle? Do you have expertise in building client relationships and acting as a customer advocate?
We are seeking a highly skilled Client Services Representative to join our team at a premier financial services firm in Chicago. As a Client Services Representative, you will be responsible for guiding institutional clients through the onboarding process, coordinating with internal teams to ensure compliance with internal policies and regulatory requirements, and proactively building and maintaining strong relationships with key decision-makers at client organizations.
Key Responsibilities:- Guide institutional clients through the onboarding process
- 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
- 5+ years of financial industry experience
- 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. The employer will not sponsor applicants for work visas. No recruiter represented or third-party candidate submissions will be accepted. Any unsolicited resumes/candidate profiles submitted will not be considered and are not subject to payment of agency fees.
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