Client Support Liaison
5 days ago
Maintaining a high level of customer satisfaction is key to our success. As a Client Support Liaison, you will be responsible for providing end-to-end support to Trust Executives and Trust Consultants, ensuring all documentation and compliance requirements are met.
Key Responsibilities:
- Act as a liaison between the Business Development team and Middle Office to ensure smooth case processing and issue resolution.
- Coordinate and track the progress of client applications and submissions, providing updates to the respective Trust Consultants.
- Assist in the preparation of sales support materials, such as brochures, presentations, and product guides.
Requirements:
- Degree in Business Administration, Marketing, or a related field.
- Strong organizational and multitasking skills.
- Proficient in Microsoft Office and CRM systems.
- Excellent communication and problem-solving skills.
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