What are the responsibilities and job description for the Client Service Liaison position at MASTOR Recruiting & Consulting?
Job Summary
We are seeking a Client Service Liaison to join our financial planning team at MASTOR Recruiting & Consulting.
This is an excellent opportunity for a motivated individual to work in a dynamic environment, providing administrative support to our clients.
Key Responsibilities
The successful candidate will be responsible for:
- Assisting clients with questions, account requests, and paperwork.
- Serving as a liaison between clients and custodians, ensuring smooth processes and advocating for client needs.
- Providing firm-wide administrative support.
Requirements
To be considered for this role, you should have:
- At least 3 years of experience in operations, administrative support, or customer service in the financial services industry.
- Familiarity with investment and retirement account terminology.
- Strong experience with Microsoft Office, CRM, and creating spreadsheets.
What We Offer
As a valued member of our team, you can expect:
- A competitive salary range of $60-70k.
- An excellent benefits package.
- A strong emphasis on work-life balance.
Salary : $60,000 - $70,000
