Client Liaison Specialist
2 hours ago
We are seeking an experienced Client Liaison Specialist to join our team at YHB. As a key member of our support staff, you will play a vital role in fostering strong relationships between our Principals and clients.
Main Responsibilities:- Manage engagements between assigned Principals and clients, ensuring seamless communication and strategic goal alignment.
- Support multiple Principals in developing and maintaining long-term business relationships.
- Maintain and manage Principal's calendar, confirming accurate scheduling of client appointments and travel arrangements.
- Field and respond to Principal's inbound calls in a timely and professional manner.
- Coordinate travel arrangements, expense reports, and maintain confidentiality standards.
- Act as a central communication hub, providing necessary information to teams and ensuring smooth coordination between Principals and their teams.
- Create and maintain daily/weekly action items spreadsheets to keep Principals informed of key tasks and deadlines.
- Liaise with internal departments to address client feedback and adjust service offerings.
- Communicate with management and clients to ensure engagement readiness.
- Ensure effective communication between Principals, clients, and Client Service Coordinators to meet client expectations.
- Monitor tasks through SafeSend and XCM reports, keeping all relevant parties informed of progress and deadlines.
- Track 1040 organizers in SafeSend and transition to CSC/SurePrep as required, reaching out to clients for additional inputs when necessary.
- Provide quarterly tax estimate lists to Client Service Coordinators for distribution/delivery to clients.
- Cross-train in Tax processes and applications as needed by Tax Lead, Principals, and COO.
- Participate in self-development activities and work with the circle leader to develop and monitor goals.
- Demonstrate an understanding of cooperation and teamwork through daily interactions with co-workers.
- 5+ years related experience or equivalent combination of education and experience.
- Proficient in MS Office applications, particularly Excel.
- Possesses high integrity and ability to respect confidentiality.
- Experience with Project Management and ability to handle multiple tasks simultaneously.
- Effective verbal and written communication skills.
- Ability to adapt to changing priorities and demands.
- Market-competitive salary: $65,000 - $80,000 per year.
- Comprehensive benefits package including health, dental, and vision insurance.
- Retirement savings plan with 401(k) and profit-sharing contributions.
- Wellness programs and employee assistance programs (EAP).
- Paid parental leave and family support.
This is a salaried position with a competitive annual salary range of $65,000-$80,000, depending on experience.
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