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Client liaison Jobs in USA

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Client liaison • usa

Last updated: 10 hours ago
Client Services Liaison

Client Services Liaison

Geiger WealthOak Brook, IL, United States
Full-time
This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. This role will require you to manage all aspects ...Show moreLast updated: 17 days ago
Legal Client Liaison

Legal Client Liaison

Premier Health GroupDesert Hot Springs, CA, United States
Full-time
We're seeking a dedicated and detail-oriented.This position plays a key role in ensuring our clients stay compliant, informed, and supported throughout their treatment journey.Meet with clients upo...Show moreLast updated: 9 days ago
  • Promoted
Senior Client Liaison

Senior Client Liaison

First AmericanLas Vegas, NV, US
Full-time
Trust Department Support Specialist.Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided b...Show moreLast updated: 9 days ago
Client Programs Liaison

Client Programs Liaison

American Society for the Prevention of Cruelty to AnimalsNew York, NY, United States
Full-time
Are you a positive, engaging people person who thrives in a fast-paced environment? If so - and you love animals - you should consider the role of Client Programs Liaison at the ASPCA's 92nd Street...Show moreLast updated: 30+ days ago
  • Promoted
Client Liaison

Client Liaison

Soleo Health IncDetroit, MI, US
Full-time
Soleo Health is seeking a remote.Join us in Simplifying Complex Care!.Mileage Reimbursement & Paid Drive Time.Affordable Medical, Dental, & Vision Insurance Plans.Company Paid Disability &a...Show moreLast updated: 4 days ago
  • Promoted
Client Liaison

Client Liaison

AdventHealth CorporateDaytona Beach, FL, US
Full-time
Joining AdventHealth is about being part of something bigger.It's about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit....Show moreLast updated: 2 days ago
Client Liaison

Client Liaison

California ClosetsNew York, NY, United States
Full-time
Founded in 1978, California Closets has built a reputation as the leader and design authority for custom-designed organizational solutions and exceptional service. We believe home is more than just ...Show moreLast updated: 30+ days ago
  • Promoted
Client Liaison

Client Liaison

SedgwickKokomo, IN, US
Full-time
By joining Sedgwick, you'll be part of something truly meaningful.It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your c...Show moreLast updated: 8 days ago
Client Liaison

Client Liaison

Schwarzman Animal Medical CenterNew York, NY, US
Full-time
Client Liaison is a hybrid, client-facing service professional responsible for supporting and maintaining a positive and compassionate experience for clients throughout the hospital.This role provi...Show moreLast updated: 4 days ago
Client Journey Liaison

Client Journey Liaison

Blue Heron CompaniesLas Vegas, Nevada, USA
Full-time
The Client Journey Liaison serves as the dedicated guide communicator and ambassador for Blue Heron clients throughout their entire journeyfrom contract through design construction home delivery an...Show moreLast updated: 23 days ago
Client Liaison

Client Liaison

Westco Closet CorpNew York, NY, US
Full-time
For more than three decades California Closets has built a reputation on delivering truly custom products and unparalleled service to our clients. We have helped transform spaces, enhanced homes and...Show moreLast updated: 30+ days ago
Client Liaison

Client Liaison

InsperityUnited States
Full-time
HR solutions available in the marketplace with an optimal blend of premium HR service and technology.With more than 90 locations throughout the U. Insperity is currently making a difference for thou...Show moreLast updated: 2 days ago
Client Services Liaison

Client Services Liaison

Southern Oregon Veterinary Specialty CenterCentral Point, OR, United States
Full-time
Southern Oregon Veterinary Specialty Center (SOVSC), located in Central Point, Oregon, is the premier 24 / 7 Specialty + Emergency veterinary hospital serving a 250-mile radius.Our team includes boar...Show moreLast updated: 30+ days ago
  • Promoted
Client Liaison II

Client Liaison II

Emerald Therapy CenterPaducah, KY, US
Full-time
Job Summary : The primary responsibilities for this role include conducting daily outbound reminder calls to scheduled clients, initiating outbound calls to schedule or reschedule appointments, and...Show moreLast updated: 30+ days ago
  • Promoted
Client Liaison

Client Liaison

Soleo HealthDetroit, MI, US
Full-time
Soleo Health is seeking a remote Client Liaison to support our core business needs in the Michigan and NW Ohio regions.Join us in Simplifying Complex Care!. The Client Liaison provides vital adminis...Show moreLast updated: 5 days ago
Client Liaison

Client Liaison

Southwest Veterinary SurgicalPeoria, AZ, United States
Full-time
Are you Veterinary Technician that is looking to not be on the treatment floor anymore? Want to have a consistent daytime schedule ? Do you still want to be involved in Veterinary medicine and use ...Show moreLast updated: 9 days ago
Client Liaison

Client Liaison

Purdue UniversityWest Lafayette, IN, United States
Full-time
We are seeking a dedicated and efficient Client Services Liaison to join our veterinary team.The ideal candidate will facilitate veterinary clients' needs throughout their visit, including communic...Show moreLast updated: 2 days ago
  • New!
Client Liaison

Client Liaison

Sotheby'sNew York, NY, United States
Full-time
Established in 1744, Sotheby's is the world's premier destination for art and luxury.Sotheby's promotes access to and ownership of exceptional art and luxury objects through auctions and buy-now ch...Show moreLast updated: 10 hours ago
Healthcare Client Liaison

Healthcare Client Liaison

ClaimReturn LLCDallas, TX, US
Full-time
At ClaimReturn , we're on the move, and we want you to come with us! We're searching for a dynamic Healthcare Client Liaison who can turn complex healthcare data into clarity, confidence, and lasti...Show moreLast updated: 2 days ago
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Client Services Liaison

Client Services Liaison

Geiger WealthOak Brook, IL, United States
17 days ago
Job type
  • Full-time
Job description

This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. This role will require you to manage all aspects of the client experience at Gieger Wealth : application submission and account transfer follow-up, incoming client calls, outbound follow-ups, appointment setting, calendar management, database management, and client appointment preparation. Responsibilities :

  • Receive incoming client service calls in a friendly, warm manner
  • Set new appointments with incoming prospective leads
  • Calendar Management for the office
  • Process & follow-up on client service work
  • Complete and process new business applications
  • Update & review database / CRM to reflect account status regarding new business and / or service
  • Maintain an organized, compliant, and efficient filing system
  • Follow up on pending business and contact individual clients with updates
  • Assist Advisors with pre-appointment requirements
  • Prepare, manage, and track the new business pipeline
  • Assist Advisors with client support and mailings, educational workshops, and client events as needed
  • Act as phone back-up to other members of the team
  • Maintain current Advisor’s licenses and appointments with agencies and companies Qualifications :
  • Prior experience working in the financial industry is preferred
  • Life Insurance & Securities License(s) preferred
  • Strong attention to detail
  • Excellent verbal and non-verbal communication Compensation : $55,000 yearly
  • Receive incoming client service calls in a friendly, warm manner
  • Set new appointments with incoming prospective leads
  • Calendar Management for the office
  • Process & follow-up on client service work
  • Complete and process new business applications
  • Update & review database / CRM to reflect account status regarding new business and / or service
  • Maintain an organized, compliant, and efficient filing system
  • Follow up on pending business and contact individual clients with updates
  • Assist Advisors with pre-appointment requirements
  • Prepare, manage, and track the new business pipeline
  • Assist Advisors with client support and mailings, educational workshops, and client events as needed
  • Act as phone back-up to other members of the team
  • Maintain current Advisor’s licenses and appointments with agencies and companies

Compensation : $55,000 per year