Client Liaison

Are you a relationship builder with a knack for organization? Join us as a Client Liaison. We provide a high-energy, collaborative environment where you can bridge the gap between financial operations and top-tier client service. This role is ideal for students, fresh grads, or professionals seeking a flexible yet rewarding career path in finance.

What You'll Do

• Relationship Management: Conduct regular client check-ins to understand needs and foster long-term trust.
• Strategic Scheduling: Oversee complex calendars, ensuring seamless appointment flows and timely follow-ups.
• Operational Support: Manage client accounts, process claims, update records, and handle payment administrative tasks.
• Creative Marketing & Events: Assist in the management of corporate events and use Canva to support administrative visuals.
• Workflow Optimization: Prioritize tasks effectively to meet deadlines in a fast-paced environment.

Why Jo...