Client Liaison Specialist
3 weeks ago
We are seeking a highly skilled and dedicated Client Liaison to join our team at Progeny. As a Client Liaison, you will be responsible for providing exceptional client care and support, ensuring that our clients receive the highest level of service and attention.
Key Responsibilities- Client Communication: Provide a professional and efficient point of contact for clients, responding to their inquiries and concerns in a timely and courteous manner.
- Client Support: Assist clients with their needs, providing guidance and support to ensure their expectations are met.
- Office Administration: Manage the day-to-day operations of the office, including diary management, meeting room bookings, and provision of office supplies.
- Travel Arrangements: Arrange travel and accommodation for team members as required.
- Data Entry: Enter data into our CRM system, XPLAN, as required.
- File Management: Maintain accurate and up-to-date electronic and paper filing systems.
- Experience: Previous experience in a client-facing role, preferably in a professional services firm.
- Skills: Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
- Knowledge: Competent user of MS Office applications, with the ability to learn new systems and procedures.
We are a forward-thinking and tech-driven company, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. We believe that we all have the power to make good things happen, and we want to use our success as a catalyst for making real change. We are proud to be a B-Corp certified company, and we are committed to making a positive impact on our community.
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Client Services Liaison Specialist
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