Client Services Liaison

Job Summary

A company is looking for a Client Services Liaison.

Key Responsibilities

• Manage communications and problem resolutions with shareholders through various channels
• Provide exceptional service throughout the deal process and proactively manage an internal case management system
• Identify and suggest improvements for processes to enhance customer satisfaction and ensure compliance with company standards

Required Qualifications

• 2-3 years of customer service experience, preferably with high net worth individuals in the financial industry
• Bachelor's Degree in Business or a related field (Finance, Economics, Maths)
• Proven ability to build strong professional relationships with clients
• Experience working within an SLA environment and proficiency in Microsoft Office, particularly Excel and Word
• NetSuite experience is a plus, but not required