Client Liaison Specialist

1 week ago


Chicago Illinois, United States Epsilon Full time
Job Description

As a Client Coordinator at Epsilon, you will play a critical role in building and maintaining strong relationships with our clients. Your primary responsibility will be to serve as the primary point of contact for assigned client accounts, ensuring that their needs are met and exceeded.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain relationships with clients at all levels, providing proactive and value-added daily contact to ensure their satisfaction and loyalty.
  • Revenue Growth and Financial Management: Support the revenue growth and financial management processes for assigned client accounts, including revenue forecasting, tracking, recognition, and reporting.
  • Contracting and Invoicing: Assist with contracting, including working with internal Legal and Pricing teams, and support the invoicing and billing process.
  • Scope and Pricing Estimates: Capture and validate scope and product/service details using inputs from internal team members to generate work and pricing estimates.
  • Change Orders and Routing: Contribute to and drive SOW and Change Order routing for legal and business/finance approvals.
  • Client Compliance: Understand and assist in managing client compliance requirements.
  • Communication and Collaboration: Prepare well-organized, clear, and concise internal and external communications, and collaborate with other Epsilon business functions to ensure seamless delivery of services.
Requirements:
  • Education: Bachelor's degree (or above) in business management, marketing, accounting/finance, or a related field.
  • Experience: 0-18 months of related experience in an office setting and in a team environment.
  • Skills: Strong communication and organizational skills, ability to multi-task, research, and understand the current marketing landscape, and proficient with Microsoft Office Suite products.


  • Chicago, Illinois, United States Aon Corporation Full time

    Position Overview:Are you a professional in the retirement sector who thrives on direct client engagement? Are you eager to become part of a dynamic and forward-thinking team that is transforming the retirement landscape? The Aon Pooled Employer Plan (Aon PEP) is an expanding 401(k) solution that enhances the experience for both employers and their...


  • Chicago, Illinois, United States Epsilon Full time

    Job OverviewThe Client Integration Specialist plays a crucial role in delivering technical solutions and strategies that align with our clients' digital marketing goals. This includes the seamless integration of new clients onto the Epsilon PeopleCloud platform, managing the technical relationships with existing clients, implementing innovative platform...


  • Chicago, Illinois, United States Epsilon Full time

    Job Overview:The Client Relationship Specialist plays a pivotal role in understanding and aligning with the client's business objectives and competitive positioning. This position is essential for establishing trust and rapport with clients, ensuring their needs are met effectively.Key Responsibilities:Develop and nurture relationships with clients through...


  • Chicago, Illinois, United States Cherry Bekaert Full time

    About the RoleAs a Client Support Liaison Associate at Cherry Bekaert, you will play a vital role in facilitating communication and exchange of documents between our clients and internal teams. This is an in-office position that requires strong organizational skills, attention to detail, and excellent communication abilities.Key ResponsibilitiesClient...

  • Product Liaison

    3 days ago


    Chicago, Illinois, United States Medtelligent Full time

    Product Liaison Role OverviewAt Medtelligent, we're seeking a skilled Product Liaison to join our team. As a key member of our product management and project management team, you'll play a critical role in driving the success of our products.Responsibilities:* Lead daily project scrums with the development team to track project status and ensure timely...


  • Chicago, Illinois, United States Neuberger Berman Full time

    {"title": "Sub-Advised Client Service Analyst", "description": "Job SummaryWe are seeking a highly skilled and detail-oriented Sub-Advised Client Service Analyst to join our team at Neuberger Berman. As a key member of our internal liaison team, you will play a critical role in supporting the needs of our sophisticated 1940 Act regulated fixed income and...


  • Chicago, Illinois, United States Cherry Bekaert Full time

    About the RoleCherry Bekaert is seeking a highly organized and detail-oriented Client Support Liaison Associate to join our team. As a Client Support Liaison Associate, you will play a critical role in facilitating communication and exchange of documents between our clients and internal teams.Key ResponsibilitiesClient Communication:Request supporting...


  • Chicago, United States MITTERA Full time

    Description Mittera is currently seeking Client Service Specialists to join our team! The Client Service Specialist serves as a liaison between our customers and the various areas of expertise across our company. They share customers’ detailed requirements including design, print, binding and mailing of projects with the various teams within our company,...


  • Chicago, Illinois, United States Cherry Bekaert Advisory, LLC Full time

    Job SummaryCherry Bekaert Advisory, LLC is seeking a highly organized and detail-oriented Client Support Liaison Associate to join our team. As a Client Support Liaison Associate, you will play a critical role in facilitating communication and exchange of documents with our clients, both internal and external.Key ResponsibilitiesClient Communication:Request...


  • Chicago, Illinois, United States Hudson River Trading Full time

    Client Services SpecialistHudson River Trading (HRT) is a leading financial institution seeking a skilled Client Services Specialist to join our Client Services team. Our team is responsible for maintaining a robust and efficient trading platform, handling risk, regulatory, and development tasks in a live trading environment.Key Responsibilities:Monitor...


  • Chicago, Illinois, United States Hudson River Trading Full time

    {"title": "Client Services Specialist", "description": "Key ResponsibilitiesHudson River Trading (HRT) is seeking a Client Services Specialist to join our Client Services team. As a key member of our team, you will be responsible for maintaining a robust and efficient trading platform, configuring, monitoring, and optimizing our trading systems, as well as...

  • Product Liaison

    2 weeks ago


    Chicago, Illinois, United States Medtelligent Full time

    About the RoleThis is a unique opportunity to join Medtelligent as a Product Liaison, where you will play a crucial role in bridging the gap between product management and project management.Key ResponsibilitiesLead daily project scrums with the development team to track project status and ensure seamless collaboration.Develop projects by gathering...


  • Chicago, United States Cherry Bekaert Full time

    Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a...


  • Chicago, Illinois, United States Berman Nissan of Chicago Full time

    Job OverviewBerman Nissan of Chicago is on the lookout for a dedicated, upbeat, and approachable Client Relations Specialist to become a vital part of our team.Location: Berman Nissan of ChicagoSchedule: Monday-Saturday 8:00AM-4:00PM; (Sundays & one weekday off)Compensation: $17/hr + BonusesRemote Work: Not AvailableBenefits and Perks:- Competitive Paid Time...


  • Chicago, Illinois, United States Cancer IQ Full time

    The CompanyAt CancerIQ, we are dedicated to enhancing access to precision cancer prevention, early detection, and treatment for diverse patient populations. Our innovative software and services empower health systems to leverage genetic information effectively, enabling proactive cancer management at scale. Our cutting-edge, evidence-based platform has...


  • Chicago, United States Hudson River Trading Full time

    Hudson River Trading (HRT) is seeking a Client Services Specialist to join our Client Services team. HRT's Client Services team is responsible for maintaining a robust and efficient trading platform that includes configuring, monitoring, and optimizing our trading as well as handling risk, regulatory, and development tasks in a live trading environment.As a...

  • Client Service Liaison

    20 hours ago


    Chicago, Illinois, United States Neuberger Berman Group LLC Full time

    Job SummaryThe Sub-Advised Client Service Analyst will serve as a key liaison between various departments, ensuring seamless support for the firm's sophisticated 1940 Act regulated fixed income and equity sub-advised clientele. This role offers a unique opportunity to immerse oneself in the multifaceted world of our Mutual Fund and Investment Management...


  • Chicago, United States Cherry Bekaert Full time

    Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a...


  • Chicago, United States Cherry Bekaert Full time

    Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a...


  • Chicago, Illinois, United States Cherry Bekaert Full time

    About the RoleCherry Bekaert is seeking a highly skilled Client Support Liaison Associate to join our team. As a key member of our support team, you will play a critical role in facilitating communication and exchange of documents with our clients.Key ResponsibilitiesClient Communication: Request supporting documents, follow up on signed engagement letters,...