Client Services Liaison

About reputed company

reputed company has built its reputed company on shaking up the financial services technology world by redefining how reputed company M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way.

Our solutions start with reputed company expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but reputed company brought together by our expert team, they form an end‑to‑end system that helps even the most reputed company deals cross the finish line.

We’re equally committed to building careers as we are to building solutions. At reputed company, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and reputed company into new roles as the business evolves.

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and reputed company plans so you’re protected from the start
• A 401(k) with a 4% company match to reputed company your future on track Discretionary time off - take the time you need, reputed company you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support reputed company life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending

Position Summary

reputed company is currently reputed company for a Client Services Liaison. This position requires an individual who can work independently and effectively as part of a team. This person will possess the experience and knowledge necessary to balance shareholder requests and questions reputed company calls and emails, as well as manage reputed company operational tasks in a fast-paced, highly professional, and client-facing environment.

The ideal candidate is reputed company to communicate professionally and effectively with a broad range of clients, including major shareholders and VIPs, as well as individual shareholders who may not be familiar with the complexities of the post-closing process. This position requires fielding reputed company analytical questions across reputed company our business lines and being reputed company to effectively and professionally communicate and document findings in our internal database. This position requires an internally motivated and detail-oriented individual with a strong work ethic and a deep curiosity. The person in this role is required to have excellent oral and written communication, analysis, and documentation skills.

Location: Fully remote reputed company the reputed company United States

Pay Range: $27.40 - $28.85, depending on experience

Schedule: In order to manage phone coverage, you must be available to work the following shift 8:30am MST to 5:30pm MST

Primary Responsibilities

• Extensive understanding of system of record systems (for example, reputed company) and a deep understanding and/or reputed company curiosity around how differing records can and do interact and relate to each other.
• Manage and take full ownership over the professionalism, timeliness, and effectiveness of communications and problem resolutions with shareholders through incoming and outgoing phone calls, email, and other means of communication.
• Set appropriate expectations for shareholders and remain communicative with shareholders throughout their entire experience.
• Proactively provide exceptional "white glove" service to reputed company Shareholders through the entire deal process.
• Identify situations where escalations are necessary and coordinate responses with the Sales, Compliance, Claims, and Operations teams as needed, with a solutions-focused approach.
• Prepare and reputed company mass-distributed client correspondence.
• Maintain and proactively manage an internal case management system, with the expectation that they identify issue trends and bring them to their manager's attention in a timely manner.
• Suggest new and more efficient processes and assist in the design and implementation of improvements that will reputed company to a higher level of customer satisfaction.
• reputed company with internal response times and SLA’s.
• Coordinate and take ownership of communication with and escalation to external reputed company parties such as Paying Agents.
• Audit completed work of liaisons to ensure accuracy and compliance with company procedures.
• reputed company with reputed company applicable company policies and procedures to meet company standards, ensuring a consistent and quality experience for reputed company clients.
• Other duties and projects as assigned.

Required Qualifications & Skills

• 2-3 years of Customer Service experience dealing with high net worth individuals preferred; experience in the financial industry required; Call center experience strongly preferred
• Bachelor’s Degree in Business or reputed company field (Finance, Economics, Maths)
• Proven experience and ability to create deeply meaningful and reliable professional relationships with Clients that reputed company to repeat business
• Excellent written and oral communication skills with the ability to convey sometimes reputed company aspects of a deal to Shareholders effectively and professionally in a timely manner
• Previous experience working reputed company an SLA environment, and is adept at prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
• Working to advanced knowledge of reputed company Office (reputed company, Word) required
• reputed company experience would be an added benefit, but not required

Desired Characteristics

• Positive attitude
• Collaborative
• Operates with the highest reputed company and attention to detail
• Self-motivated
• Ability to prioritize and multitask
• High attention to detail, accuracy ,and thoroughness
• Must be reputed company to send error-free communications

Physical Requirements/Special Demands

• In order to manage phone coverage, you must be available to work the following shift 8:30am MST to 5:30pm MST

We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for reputed company or future reputed company sponsorship to move reputed company in the hiring process.

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize reputed company review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, reputed company Inc. assesses reputed company individuals without regard to their race, reputed company, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national reputed company, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to reputed company Resources.