What are the responsibilities and job description for the Financial Services Client Liaison Position position at Brewer Morris?
Brewer Morris is seeking a results-driven Financial Services Client Liaison to join our team. As a key member of our operations team, you will work closely with customers and internal stakeholders to deliver exceptional results and drive business growth.
We are looking for a professional with experience in financial services or insurance industries. If you have a passion for delivering outstanding customer service and supporting the needs of our clients, we encourage you to apply.
- Build and maintain strong relationships with customers and internal stakeholders.
- Develop and implement effective solutions to complex customer issues.
- Analyze data to identify trends and areas for improvement.
- Collaborate with cross-functional teams to achieve business objectives.
- Maintain accurate records and reports.
- Communicate effectively with customers and internal stakeholders.
- Identify opportunities for growth and development.
The ideal candidate will possess 2–4 years of experience in customer service or a client-facing role. Strong communication and problem-solving skills are essential for success in this position.