Client Liaison

About Northeast Private Client GroupNortheast Private Client Group is a boutique financial services advisory firm.We founded our business on the simple idea that the best way to help a client achieve financial balance is through careful listening and active engagement, by a multi-disciplinary team.Focused through our clear mission and aligned with our core values, we strive to build longstanding relationships by delivering excellence every day.About the OpportunityNEPCG Is seeking a proactive and detail-oriented Client Liaison to join our team. This individual will play a critical role in managing relationships with our current clients and prospects, acting as the main point of contact for all client service and sales support needs. The ideal candidate is a self-motivated professional who is comfortable interacting with senior-level clients, highly organized, and capable of multitasking in a fast-paced environment.Primary Responsibilities:Cultivate and maintain strong relationships with prospects and existing clients, ensuring seamless communication throughout the sales and servicing processes.Act as the primary liaison between clients and back-office servicing teams, ensuring that client needs are met promptly and effectively.Work closely with senior advisors to execute action items from client meetings, ensuring timely follow-up and attention to detail.Manage communication between clients and carriers during the insurance underwriting process, with a focus on ensuring quick turnaround times and transparent communication.Maintain and update the CRM database to ensure accurate and efficient client outreach and servicing.Capture and monitor client servicing tasks using workflow management tools like .Occasionally assist clients with completing insurance and investment paperwork.Ideal Candidate:Proactive and self-motivatedComfortable speaking with high-level clientsAble to multi-task and meet deadlines in a dynamic environment.A dependable team playerRequired Qualifications:Superior written and verbal communication skillsStrong organizational skills with keen attention to detailExperience in the financial services industryFamiliarity with workflow management systems (e.g., ) and CRM/database managementEducation, Training & ExperienceBachelor's degree in finance, economics, or a related field is preferred.Experienced in client service, preferably within the finance sector.Knowledge of insurance products, underwriting processes, and regulatory requirements.Strong organizational skills and attention to detail.Excellent written and verbal communication skills.Ability to work independently and as part of a team.Job Type: Full-timeSalary: Commensurate with experienceWhat's in it for you:NEPCG's competitive benefits package includes, but is not limited to:401(k) MatchingMedical, Dental, and Vision InsuranceLife and Disability InsuranceGenerous Paid Time OffProgressive Company culture

Created: 2025-02-09