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Client Service Liaison Jobs (NOW HIRING)

Geiger Wealth

Client Services Liaison

Oak Brook, IL

$55K/yr

Receive incoming client service calls in a friendly, warm manner * Set new appointments with incoming prospective leads * Calendar Management for the office * Process & follow-up on client service ...

Geiger Wealth

Client Services Liaison

Oak Brook, IL · On-site

Responsibilities • Receive incoming client service calls in a friendly, warm manner • Set new appointments with incoming prospective leads • Calendar Management for the office • Process ...

California Closets

Customer Service Liaison

Baltimore, MD · On-site

$23/hr

Think of it as 'practical magic.' The Customer Liaison is responsible for assisting customers and ... Directs client issues, concerns, and/or complaints to management team while working in conjunction ...

California Closets

Customer Service Liaison

Baltimore, MD · On-site

$23/hr

Think of it as 'practical magic.' The Customer Liaison is responsible for assisting customers and ... Directs client issues, concerns, and/or complaints to management team while working in conjunction ...

California Closets

Customer Service Liaison

Baltimore, MD · On-site

$23/hr

Think of it as 'practical magic.' The Customer Liaison is responsible for assisting customers and ... Directs client issues, concerns, and/or complaints to management team while working in conjunction ...

All Native Group

Tribal Service Liaison

Washington, DC · On-site +1

Summary All Native Group, a division of Ho Chunk Incorporated, is seeking a Tribal Service Liaison ... Position Type/Expected Hours of Work This is a full-time position supporting a client in the ...

SRS Acquiom

Client Services Liaison

$28.85 - $30/hr

... Client Services Liaison who can work both independently and collaboratively in a fast-paced ... Deliver exceptional shareholder service by setting clear expectations and maintaining proactive ...

SRS Acquiom

Client Services Liaison

Denver, CO · On-site

$28.85 - $30/hr

... Client Services Liaison who can work both independently and collaboratively in a fast-paced ... Deliver exceptional shareholder service by setting clear expectations and maintaining proactive ...

POTS

Receptionist and Client Services Liaison

Bronx, NY · On-site

$40K - $45K/yr

In addition the liaison will assist client service team by promoting cross-functional collaboration among POTS' staff in support of service delivery, assisting with client follow-up through phone ...

Pots

Receptionist and Client Services Liaison

Manhattan, NY · On-site

$17.25 - $22.75/hr

In addition the liaison will assist client service team by promoting cross-functional collaboration among POTS' staff in support of service delivery, assisting with client follow-up through phone ...

POTS

Receptionist and Client Services Liaison

New York, NY · On-site

$17.25 - $22.75/hr

In addition the liaison will assist client service team by promoting cross-functional collaboration among POTS' staff in support of service delivery, assisting with client follow-up through phone ...

POTS

Receptionist and Client Services Liaison

New York, NY · On-site

$17.25 - $22.75/hr

In addition the liaison will assist client service team by promoting cross-functional collaboration among POTS' staff in support of service delivery, assisting with client follow-up through phone ...

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How much do client service liaison jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client service liaison in the United States is $25.63, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $27.88 per hour, depending on experience, location, and employer.

What are some common challenges faced by client service liaisons, and how can they overcome them?

Client Service Liaisons often encounter challenges such as managing multiple client requests simultaneously, handling difficult client interactions, and ensuring clear communication between clients and internal teams. To overcome these challenges, strong organizational skills and the ability to prioritize tasks are essential. Building effective communication strategies and maintaining professionalism during stressful situations can help foster positive client relationships and smooth collaboration within the team.

What is a client service liaison?

Client Service Liaisons are professionals who act as the main point of contact between a company and its clients. They manage client relationships, address concerns or questions, and ensure that clients receive excellent service throughout their engagement with the company. Their role often involves coordinating with various internal departments to resolve issues promptly and maintain client satisfaction. Strong communication, problem-solving, and organizational skills are essential for this position.

What are the key skills and qualifications needed to thrive as a client service liaison, and why are they important?

To thrive as a Client Service Liaison, you need strong customer service abilities, problem-solving skills, and typically a bachelor's degree in business or a related field. Familiarity with CRM systems, ticketing platforms, and office productivity tools is commonly required. Excellent communication, active listening, and relationship-building skills help you excel in addressing client needs and resolving issues efficiently. These competencies ensure client satisfaction, foster long-term business relationships, and drive overall organizational success.
More about Client Service Liaison jobs
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Client Service Liaison jobs near you
Infographic showing various Client Service Liaison job openings in the United States as of August 2026, with employment types broken down into 96% Full Time, and 4% Temporary. Highlights an 92% In-person, 4% Hybrid, and 4% Remote job distribution, with an average salary of $53,319 per year, or $25.6 per hour.

Client Services Liaison

Geiger Wealth

Oak Brook, IL

$55K/yr

Full-time

Re-posted 16 days ago

Job description

This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. This role will require you to manage all aspects of the client experience at Gieger Wealth: application submission and account transfer follow-up, incoming client calls, outbound follow-ups, appointment setting, calendar management, database management, and client appointment preparation.

Compensation:

$55,000 yearly


Responsibilities:
  • Receive incoming client service calls in a friendly, warm manner
  • Set new appointments with incoming prospective leads
  • Calendar Management for the office
  • Process & follow-up on client service work
  • Complete and process new business applications
  • Update & review database/CRM to reflect account status regarding new business and/or service
  • Maintain an organized, compliant, and efficient filing system
  • Follow up on pending business and contact individual clients with updates
  • Assist Advisors with pre-appointment requirements
  • Prepare, manage, and track the new business pipeline
  • Assist Advisors with client support and mailings, educational workshops, and client events as needed
  • Act as phone back-up to other members of the team
  • Maintain current Advisor’s licenses and appointments with agencies and companies

Qualifications:
  • Prior experience working in the financial industry is preferred
  • Life Insurance & Securities License(s) preferred
  • Strong attention to detail
  • Excellent verbal and non-verbal communication

About Company

Geiger Wealth is a leading financial services firm committed to providing innovative solutions to clients. Geiger’s objective is to create portfolios that are as bulletproof as humanly possible so that when the next big market downturn comes, they can sleep at night knowing they don’t need to worry.

Widely recognized in the Chicago area, Bill Geiger has appeared weekly on Chicago’s WGN, WBBM, WLS, WIND, and CBS2. His thoughts on investing have appeared in Fortune, Forbes, the Wall Street Journal, and other national print media. He is currently working on his upcoming book, “A Not-So-Random Walk Down Wall Street”.