
Client Service Liaison
19 hours ago
As a key member of our team, you will be responsible for providing exceptional client service and support across various functions.
- Assist with new client onboarding processes, ensuring seamless integration into our systems.
- Support customer communication and delivery, fostering strong relationships with clients.
- Help manage back-office coordination and day-to-day operational tasks, ensuring efficient operations.
- Develop skills in financial tools and platforms, including Excel and CRM software.
- Collaborate with colleagues to contribute to ongoing projects and initiatives.
What We're Looking For:
- A strong willingness to learn and grow within the industry.
- Effective communication skills (written and verbal).
- Basic understanding of financial concepts is beneficial.
- The ability to adapt to multiple roles and responsibilities in a dynamic environment.
- A commitment to obtaining necessary certifications as required by regulations or business needs.
- A Bachelor's degree in Finance, Business, or a related field is preferred.
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