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Remote Client Liaison Jobs in Florida (NOW HIRING)

MP Wired for HR

Client Liaison

Jacksonville, FL · Remote

$20 - $25/hr

The Client Liaison serves as a key member of the Client Services team, supporting Relationship ... Remote * Limited travel may be required for training, team meetings, or client support activities.

Epiq

eDiscovery Client Services Manager

Tampa, FL · Remote

$130K - $145K/yr

Serves as the primary liaison with key client representatives and owns the service delivery ... Remote The Compensation range for this role is $130,000.00 to $145,000.00 USD annually and may be ...

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Remote Client Liaison information

What is a remote client liaison?

A Remote Client Liaison is a professional who serves as the main point of contact between a company and its clients, but works from a remote location rather than onsite. Their primary responsibilities include managing client relationships, addressing inquiries or concerns, coordinating services or project updates, and ensuring client satisfaction. They use digital communication tools like email, video calls, and messaging platforms to interact with clients and internal teams. This role is especially important for businesses that serve clients in different locations or operate virtually.

What are the key skills and qualifications needed to thrive as a remote client liaison?

To thrive as a Remote Client Liaison, you need strong customer service skills, proficiency in client relationship management, and typically a background in business or communications. Familiarity with CRM platforms, virtual collaboration tools, and ticketing systems is important for efficiently managing client interactions. Excellent written and verbal communication, active listening, and problem-solving abilities help you stand out in this role. These skills ensure smooth remote communication, foster client satisfaction, and drive long-term business relationships.

How does a remote client liaison typically collaborate with internal teams to address client needs?

As a Remote Client Liaison, you’ll act as the bridge between clients and multiple internal departments such as sales, customer support, and technical teams. While working remotely, you’ll rely heavily on digital communication tools to facilitate timely responses, relay feedback, and coordinate solutions to client issues. Regular virtual meetings and clear documentation are essential to ensure everyone stays aligned and client expectations are met. This collaborative approach not only resolves immediate concerns but also helps build long-term client satisfaction and loyalty.

What is the difference between Remote Client Liaison vs Remote Customer Service Representative?

AspectRemote Client LiaisonRemote Customer Service Representative
Required CredentialsCommunication skills, customer service experience, sometimes industry-specific knowledgeCustomer service skills, basic computer proficiency, sometimes certifications in customer support
Work EnvironmentCollaborates with clients and internal teams, often involved in account managementHandles customer inquiries, provides support via phone, email, or chat
Employer & Industry UsageUsed in consulting, healthcare, finance, and B2B servicesCommon across retail, tech, telecom, and service industries

While both roles involve client interaction, a Remote Client Liaison typically manages ongoing client relationships and accounts, requiring more industry-specific knowledge. In contrast, a Remote Customer Service Representative primarily addresses customer inquiries and support issues. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

What are the most commonly searched types of Client Liaison jobs in Florida?

The most popular types of Client Liaison jobs in Florida are:

What cities in Florida are hiring for Remote Client Liaison jobs?

Cities in Florida with the most Remote Client Liaison job openings:

Remote Client Liaison jobs near you

Client Liaison

MP Wired for HR

Jacksonville, FL • Remote

$20 - $25/hr

Full-time

Retirement

Posted 6 days ago

Job description

ABOUT OUR CLIENT:

Our client is one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, they have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted "Best Places to Work – USA," certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

POSITION SUMMARY:

The Client Liaison serves as a key member of the Client Services team, supporting Relationship Managers in delivering exceptional service to retirement plan sponsors, financial advisors, third-party administrators, and business partners.

This role acts as the primary coordinator for day-to-day client service activities, helping ensure requests are addressed accurately, communications are timely, and operational issues are routed to the appropriate subject matter experts. The Client Liaison develops strong working relationships with assigned clients while supporting ongoing service, problem resolution, meeting coordination, reporting requests, and administrative activities.

The ideal candidate is highly organized, client-focused, and comfortable managing multiple priorities in a fast-paced retirement services environment. This role provides an excellent opportunity for individuals seeking to build a long-term career in retirement plan administration, client relationship management, or retirement operations.

WHAT YOU WILL DO:

  • Support Relationship Managers in servicing an assigned block of retirement plan clients.
  • Serve as a day-to-day contact for routine client inquiries and service requests.
  • Coordinate communications between clients, advisors, TPAs, internal operations teams, and other business partners.
  • Ensure client questions are responded to promptly and escalated appropriately when additional expertise is required.
  • Build and maintain positive working relationships with plan sponsors, payroll contacts, financial advisors, and other stakeholders.
  • Assist in preparing materials for client meetings, business reviews, and service discussions.
  • Monitor and manage incoming service requests through phone, email, CRM, and workflow systems.
  • Document client interactions and maintain detailed service records.
  • Coordinate internal resources to facilitate resolution of operational and administrative issues.
  • Maintain awareness of service-level expectations and assist with meeting departmental performance standards.
  • Support implementation of service improvements designed to enhance the client experience.
  • Assist with retirement plan administrative processes and workflow activities.
  • Support reporting requests, census updates, payroll file inquiries, website support questions, and routine plan maintenance activities.
  • Assist with testing, communication, and implementation of operational changes affecting clients.
  • Schedule and coordinate client meetings, advisor meetings, and service review calls.
  • Assist in developing client-facing communications and educational materials.
  • Maintain accurate client records within CRM and servicing platforms.
  • Ensure service activities, communications, and escalations are appropriately documented.
  • Utilize internal systems, reporting tools, and workflow applications to manage assigned responsibilities.

WHAT YOU NEED:

  • Bachelor's degree preferred or equivalent professional experience.
  • 2+ years of client service, account coordination, retirement services, financial services, benefits, payroll, or related experience.
  • Strong organizational and time management skills.
  • Excellent verbal and written communication abilities.
  • Ability to prioritize multiple assignments and meet deadlines.
  • Strong attention to detail and commitment to quality.
  • Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
  • Experience supporting retirement plans, employee benefits, financial services, payroll, banking, insurance, or related operations preferred.
  • Experience working with CRM, workflow, recordkeeping, document management, or client service platforms preferred.
  • Experience in a high-volume service environment preferred.
  • Familiarity with retirement plan terminology and industry practices.

ADDITIONAL INFORMATION:

  • Location: Remote
  • Limited travel may be required for training, team meetings, or client support activities.
  • Compensation: $20.00-25.00/hour

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