In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times.
Key duties & responsibilities:
Daily
Liaise with suppliers and customers
Assist with General Office Admin like filing, recordkeeping
Assist
considerable experience with customer interactions and negotiations Proficient in the MS Office Package
considerable experience with customer interactions and negotiations Proficient in the MS Office Package
Reference: DBN000240-JC-1 La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant to join their team. If you have a passion for client relations and a good understanding of the financial services industry, this could be an exciting opportunity for
Reference: DBN000240-JC-1 La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant to join their team. If you have a passion for client relations and a good understanding of the financial services industry, this could be an exciting opportunity for
customer statements and customer age analysis prepared by Accounts Officers Review monthly supplier reconciliations
emails from customers and clients and directing them to relevant staff Monitoring office supplies and