Client Liaison Officer

Client Liaison Officer

Full-Time 32000 - 34000 £ / year (est.) No working from home possible
Pro-Finance

At a Glance

  • Tasks: Manage client relationships and oversee onboarding processes for new clients.
  • Company: Reputable Professional Services firm with a supportive and sociable culture.
  • Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
  • Other info: Exciting opportunity to work closely with senior leadership and diverse clients.
  • Why this job: Join a fast-paced company and make a real impact in client management.
  • Qualifications: Strong communication skills and experience in client-facing roles.

The predicted salary is between 32000 - 34000 £ per year.

For a well-established growing Professional Services firm with a strong reputation, we're recruiting a permanent Client Liaison Officer. Working closely with the Head of Finance and Senior Leadership Team, the Client Liaison Officer will play a key role in the Operations and Finance team and take ownership of key Client onboarding processes, and contribute to regulations, KYC and AML. This role offers a mix of core client-facing responsibility and relationship-management exposure, supporting multiple clients/entities, leading on administration support and client onboarding, working closely with stakeholders across the business. This is an exciting time to join an expanding fast-paced company, with a sociable and supportive culture.

Main Duties:

  • Relationship Management: Be the first point of contact when onboarding a new client, keeping clients informed of deadlines, progress updates, and outstanding requirements.
  • Communication Coordination: Liaise between clients and internal departments to ensure smooth service delivery and schedule meetings. Follow up on outstanding documents and information required for compliance work and coordinate onboarding activities for new clients.
  • Administrative Support: Maintain accurate client records within the company's practice management system.
Pro-Finance

Contact Details:

Pro-Finance Recruitment Team

We think you need these skills to ace Client Liaison Officer

Client Onboarding
Relationship Management
Communication Skills
Administrative Support
KYC (Know Your Customer)
AML (Anti-Money Laundering)
Stakeholder Engagement