What are the responsibilities and job description for the Client Liaison Expert position at Northeast Private Client Group?
About Northeast Private Client Group
At Northeast Private Client Group, we pride ourselves on delivering exceptional client experiences through our boutique financial services advisory firm. Our core values are built around careful listening and active engagement by a multi-disciplinary team.
We strive to build longstanding relationships by delivering excellence every day. As a proactive and detail-oriented Client Liaison, you will play a critical role in managing relationships with our current clients and prospects.
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. You will be responsible for cultivating and maintaining strong relationships with prospects and existing clients, ensuring seamless communication throughout the sales and servicing processes.
Key Responsibilities:
- Cultivate and maintain strong relationships with prospects and existing clients.
- Act as the primary liaison between clients and back-office servicing teams.
- Work closely with senior advisors to execute action items from client meetings.
- Manage communication between clients and carriers during the insurance underwriting process.
- Maintain and update the CRM database to ensure accurate and efficient client outreach and servicing.
