Client Services Liaison

We are seeking a friendly and highly organized Client Liaison to join our team. This role serves as the primary point of contact for client inquiries, ensuring exceptional service and timely resolution of requests. This role is responsible for handling client communications via phone, email, fax, and text and creating service requests in Redtail. Additionally, the Client Liaison supports scheduling, client service workflows, and administrative functions to enhance the overall client experience.

If you’re organized, tech-savvy, and ready to help clients and advisors have the best experience possible, we’d love to hear from you!

Key Responsibilities:

Client Communications & Support:

• Answer incoming client phone calls, provide assistance, and create service tickets with complete details.
• Set clear expectations for service timelines and communicate updates as needed.
• Process Schwab withdrawal requests submitted before noon on the same day.
• Prepare annuity withdrawal paperwork within 48 hours for client signature.
• Ensure all other servicing forms are ready for client signatures within 48 hours.
• Monitor and manage the general email inbox, ensuring responses are provided within one hour.
• Confirm receipt of emails and address client inquiries within one hour.
• Flag emails with the assigned Client Liaison’s color code.
• Create service tickets in the system for follow-up by other team members when necessary.
• Check incoming faxes, create service tickets as needed, and route to the appropriate team members.
• Review text messages, confirm receipt, respond to inquiries promptly, and create service tickets as needed.

Service Requests & Processing:

• Process urgent requests directly; assign other service requests to the appropriate account manager.
• Tracks and records these requests per company guidelines.

Administrative Support:

• Distribute incoming mail to the correct recipients.
• Scan and save prospect statements and other documents to the server.
• Maintain client binders by creating inserts, printing asset summaries and income plans, and inserting policies as needed.

Scheduling & Client Follow-Up:

• Schedule annual reviews and existing client meetings/calls.
• Send out annual review letters to clients.
• Send questionnaires to clients before meetings and follow up if not completed within two days of the meeting.

Client Service Model Management:

• Utilize Levitate and PreciseFP for client engagement and management.
• Send thank you/sympathy gifts.

Additional Responsibilities As Needed:

• Provide cross-functional support to other department members as needed.
• Complete account applications accurately and efficiently.
• Conduct calls with financial institutions to obtain necessary information.
• Track and follow up on money movement to ensure timely processing.
• Meet with clients to facilitate paperwork signing.
• Request financial planning documents on behalf of advisors.
• Process requests for raising money and cashiering transactions.
• Creating and updating Asset Summaries.
• Perform additional tasks as assigned by the Director of Client Services.
• Assist the President with special projects.

Preferred Skill Set:

• Strong organizational skills with the ability to manage time effectively and handle multiple responsibilities simultaneously.
• Proven ability to multitask in a fast-paced environment while maintaining accuracy and attention to detail.
• Strong attention to detail with a commitment to delivering high-quality and error-free work.
• Ability to spot inconsistencies and ensure accuracy in all aspects of work, including data entry, documentation, and communication.
• Proficiency in standard office software, including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Google Workspace.
• Ability to quickly learn and adapt to new technologies, software, and systems.

Qualifications:

• 3–5 years of related experience preferred.
• Secondary education and a degree in a relevant field preferred.
• Demonstrated ability to work independently and as part of a team.
• Strong problem-solving skills and a proactive approach to addressing challenges.

Job Type: Full-time

Pay: $47,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday
• No weekends

Application Question(s):

• Give us an example that demonstrates your high attention to detail?
• What are your salary expectations? Please provide a range.

Experience:

• Client services: 2 years (Required)
• application or paperwork processing: 2 years (Required)
• multi tasking and coordinating: 2 years (Required)

Ability to Relocate:

• Zelienople, PA 16063: Relocate before starting work (Required)

Work Location: In person

Salary : $47,000 - $65,000