Client Service Liaison
3 weeks ago
Client Service Liaison
Johnson Brunetti Retirement & Investment Specialists is seeking a skilled Client Service Liaison to join our team. As a Client Service Liaison, you will be responsible for providing exceptional client service and support to our clients. This includes receiving incoming client service calls, completing service requests, and resolving client issues.
Key Responsibilities:
Receive and respond to client inquiries in a timely and professional manner
Collaborate with financial advisors to prepare for client appointments and meetings
Maintain accurate records and notes in our CRM system
Coordinate client transfers and ensure a smooth transition process
Review and prepare client review summaries for upcoming appointments
Requirements:
2+ years of experience working in a fast-paced office environment
Strong communication and organizational skills
Ability to learn new software and systems quickly
Financial industry experience preferred
College degree preferred
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