
Financial Services Liaison
2 days ago
About this role
This is a client-facing position that involves managing interactions with clients across phone, email, and meetings to ensure a smooth onboarding process including KYC, documentation, and portfolio management.
The ideal candidate will have excellent communication skills, be able to build strong relationships with clients, and possess a strong understanding of financial products and services.
- Responsibilities include:
- Managing client expectations and providing timely responses to queries
- Coordinating with internal teams to ensure seamless onboarding and portfolio management
- Identifying opportunities to upsell or cross-sell relevant financial products and services
Key Skills: Client Relationship Management, Communication, Financial Products, Portfolio Management, Team Collaboration
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