Client Service Liaison
2 months ago
The Client Service Coordinator plays a vital role in delivering exceptional client experiences at Kestra Financial Independent Advisor. This position requires a unique blend of customer service, organizational, and technical skills.
Key Responsibilities- Support Financial Advisors and Senior Client Service Associates in managing large client portfolios, including administrative tasks and client communication.
- Interact with clients regularly, scheduling appointments, responding to inquiries, and maintaining accurate records.
- Assist in preparing for client meetings, including document assembly, report generation, and post-meeting follow-up.
- Process and submit client paperwork, utilizing electronic signature procedures where available.
- Manage client information in the CRM database and maintain accurate mailing lists for birthdays, holidays, and marketing efforts.
- Order office supplies and serve as the primary point of contact for infrastructure requests.
- Basic computer skills, including proficiency in Outlook, Word, Excel, and PowerPoint.
- Strong administrative and time management skills, with a focus on attention to detail.
- Excellent verbal and written communication skills.
- CRM knowledge is a plus.
Kestra Financial Independent Advisor is a family-owned business with a strong reputation for delivering high-quality services to our clients. Our work environment is steady and pleasant, with opportunities for growth and development. We offer competitive pay, time off, and a retirement plan to support our employees' well-being and success.
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Client Service Liaison
4 weeks ago
Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full timeAbout the Role:The Client Service Coordinator is a critical position that plays a vital role in providing exceptional client experiences. This role requires excellent customer service, attention to detail, and time management skills to succeed.Key Responsibilities:Support Financial Advisors/Senior Client Service Associates in managing large client books of...
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Client Service Liaison
2 weeks ago
North Dartmouth, United States Alera Group, Inc. Full timeWe are seeking a Client Service Liaison to support our clients' success in the areas of Client Service, Financial Planning, and Retail. Alera Group, Inc. is a leading broker of US business insurance, with a passion for delivering exceptional service to our clients.About Alera Group, Inc.Alera Group, Inc. was founded in 2017 and has grown to become a top...
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Client Liaison
3 weeks ago
North Grafton, United States Tufts University Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Client Liaison to join our team at Cummings School of Veterinary Medicine at Tufts University. As a Client Liaison, you will play a critical role in providing exceptional client service and support to our clients and their pets.Key ResponsibilitiesServe as a liaison between clients and...
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Client Services Liaison
1 month ago
Raleigh, North Carolina, United States North Carolina State University Full timeWe are seeking a highly skilled Client Services Representative to join our team at North Carolina State University. As a key member of our Client Services team, you will play a critical role in ensuring exceptional client service and support.Key Responsibilities:Provide excellent client service and support to clients across various disciplinesEnsure timely...
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Client Service Liaison
1 month ago
Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full timeClient Service CoordinatorThe Client Service Coordinator plays a vital role in delivering exceptional client experiences at Kestra Financial Independent Advisor. This position requires a unique blend of customer service, organizational, and technical skills to ensure seamless support for our Financial Advisors and clients.Key Responsibilities:Administrative...
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Client Services Liaison
2 weeks ago
Raleigh, North Carolina, United States North Carolina State University Full timeJob SummaryWe are seeking a highly skilled Client Services Representative to join our team at North Carolina State University. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to provide exceptional client service in a fast-paced environment.Key ResponsibilitiesEnsure excellent client service and support to...
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Personal Care
1 week ago
North Charleston, United States Interim HealthCare Staffing Full timePersonal Care and Support Services (PCSS) Client Care Liaison Seeking a dynamic experienced healthcare liaison to grow profitable revenues by effectively developing and executing sales and marketing strategies to home care referral sources and prospective clients. Assists Operations in providing client care coordination and serves as a point of contact...
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Personal Care
2 weeks ago
North Charleston, United States Interim HealthCare Staffing Full timePersonal Care and Support Services (PCSS) Client Care Liaison Seeking a dynamic experienced healthcare liaison to grow profitable revenues by effectively developing and executing sales and marketing strategies to home care referral sources and prospective clients. Assists Operations in providing client care coordination and serves as a point of contact...
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Personal Care
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North Charleston, United States Interim HealthCare Staffing Full timePersonal Care and Support Services (PCSS) Client Care Liaison Seeking a dynamic experienced healthcare liaison to grow profitable revenues by effectively developing and executing sales and marketing strategies to home care referral sources and prospective clients. Assists Operations in providing client care coordination and serves as a point of contact...
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Customer Service Liaison
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Client Liaison
3 weeks ago
North Grafton, United States Tufts University Full timeOverviewCummings School of Veterinary Medicine at Tufts University provides 24-hour care for pets 365 days of the year. We offer high quality medical care, consultation, referral, and emergency veterinary services for the care of dogs, cats and exotic pets. In addition, the hospital creates a positive learning experience for Tufts Cummings School of...
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Client Liaison
2 weeks ago
North Grafton, United States Tufts University Full timeOverviewCummings School of Veterinary Medicine at Tufts University provides 24-hour care for pets 365 days of the year. We offer high quality medical care, consultation, referral, and emergency veterinary services for the care of dogs, cats and exotic pets. In addition, the hospital creates a positive learning experience for Tufts Cummings School of...
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Client Service Associate
4 weeks ago
Raleigh, North Carolina, United States TalentLink Solutions Full timeJob Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at TalentLink Solutions. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key Responsibilities:Answer and screen phone calls, assisting...
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Coordinator, Client Services
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Client Liaison
2 weeks ago
North Grafton, Grafton, MA , USA, United States Tufts University Full timeJob SummaryWe are seeking a highly skilled Client Liaison to join our team at the Cummings School of Veterinary Medicine at Tufts University. As a Client Liaison, you will play a critical role in providing exceptional customer service to our clients and patients.Key ResponsibilitiesServe as a liaison between clients and hospital clinical services, ensuring...
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Client Service Associate
5 months ago
Raleigh, United States TalentLink Solutions Full timeFirm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...
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Client Service Associate
5 months ago
Raleigh, United States TalentLink Solutions Full timeFirm Description We are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...
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Customer Service Liaison
3 weeks ago
North Miami Beach, Florida, United States City of Sunny Isles Beach Florida Full timeJob Summary: We are seeking a highly organized and detail-oriented Customer Service Liaison to join our team at the City of Sunny Isles Beach Florida. The ideal candidate will have excellent communication skills and be able to provide top-notch customer service in a fast-paced office environment.Key Responsibilities:Provide exceptional customer service to...
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North Richland Hills, Texas, United States Dallas Life Support Systems Full timeJob OpportunityWe are seeking a seasoned Sales Liaison for Medical Services to join our team at Dallas Life Support Systems, a Durable Medical Equipment Company specializing in Oxygen and Enteral Nutrition Services.ResponsibilitiesBuild relationships with clients and healthcare professionalsOperate in a spirit of excellence to drive referralsWork in outside...
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Referral Liaison
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Raleigh, North Carolina, United States Aveanna Healthcare LLC Full timeJob Title: Referral LiaisonAt Aveanna Healthcare LLC, we are seeking a highly skilled Referral Liaison to join our team. As a Referral Liaison, you will play a critical role in representing our company in the community and facilitating referrals from electronic referral systems.Key Responsibilities:Monitor electronic referral systems for new referrals and...