Client Services Liaison

7 days ago


Chicago, Illinois, United States Chicago Financial Search Full time
Client Services Liaison

Are you a seasoned professional with experience managing the full institutional client lifecycle? Do you have expertise in building client relationships and acting as a customer advocate?

The ideal candidate will be a part of a collaborative culture that values innovation and provides competitive salary, bonus, and generous benefits.

Please note this is an onsite position at the client's Chicago office.

As a Client Services Liaison, you will:

  • 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 as well as a 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.

Requirements:

  • 5+ years 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 this is an onsite position working at the client's Chicago office.
  • Please note that 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 are not subject to payment of agency fees



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