Client Service Liaison

3 weeks ago


Étreux, Hauts-de-France, United States Johnson Brunetti Retirement & Investment Specialists Full time

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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