What are the responsibilities and job description for the Client Services Liaison position at Claire Myers Consulting?
Claire Myers Consulting is seeking a highly skilled Client Services Liaison to join our team. In this role, you will be responsible for providing exceptional customer service to clients, including responding to inquiries, resolving issues, and escalating concerns to senior management.
Key Responsibilities:
- Respond to client inquiries in a timely and professional manner.
- Resolve client issues and escalate concerns to senior management as needed.
- Collaborate with cross-functional teams to resolve client issues and improve overall client satisfaction.
- Develop and implement process improvements to enhance client experience.
- Track team progress in Salesforce and generate reports for regular meetings.
Requirements:
- 2 years of experience in a customer-facing role within financial services.
- Experience with Salesforce, MoneyGuide Pro, Microsoft Office, and Excel preferred.
- Excellent communication and interpersonal skills.
