ZipRecruiter

Log In

1

Senior Client Liaison Jobs (NOW HIRING)

Wells Fargo

Senior Client Associate

Carlsbad, CA · On-site

Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of ... Often acts as the liaison for all referral sources by reviewing paperwork for completeness and ...

next page

Showing results 1-20

All JobsSenior Client Liaison Jobs

Senior Client Liaison information

What are the key skills and qualifications needed to thrive as a Senior Client Liaison, and why are they important?

To thrive as a Senior Client Liaison, you need strong client relationship management skills, a background in business or communications, and substantial experience handling high-profile accounts. Familiarity with CRM software, project management tools, and relevant industry certifications (such as PMP or similar) is often required. Exceptional interpersonal skills, problem-solving abilities, and effective communication set top performers apart in this role. These competencies are essential for building trust, ensuring client satisfaction, and successfully managing complex client needs and expectations.

Is a liaison higher than a coordinator?

A Senior Client Liaison typically holds a more advanced role than a coordinator, often involving more responsibility for client relationships, strategic communication, and problem-solving. Coordinators usually handle administrative tasks and support functions, while liaisons focus on building and maintaining client connections, often requiring stronger interpersonal and communication skills.

What jobs pay 2000 a day?

Senior Client Liaison roles typically do not pay $2,000 a day; such high daily rates are more common in specialized consulting, executive-level positions, or freelance roles in industries like finance, law, or technology. These roles often require extensive experience, certifications, and a strong professional network. High-paying project-based or contract work may also reach this level for skilled professionals in certain fields.

What job makes $10,000 a month without a degree?

A Senior Client Liaison can potentially earn $10,000 a month through experience, strong communication skills, and building a solid client network. High earnings in this role often depend on industry, location, and performance-based bonuses, with some professionals reaching this level without a formal degree.

What does a Senior Client Liaison do?

A Senior Client Liaison serves as the primary point of contact between an organization and its key clients. They are responsible for managing client relationships, addressing concerns, coordinating communication, and ensuring client satisfaction. Additionally, they may oversee project delivery, facilitate meetings, and work with internal teams to meet clients’ needs. Their role is critical in maintaining long-term partnerships and ensuring clients receive high-quality service.

What are some of the typical challenges Senior Client Liaisons face when managing multiple client accounts simultaneously?

Senior Client Liaisons often juggle several client accounts at once, which can present challenges in prioritizing tasks, maintaining consistent communication, and ensuring all client needs are met to a high standard. Balancing these responsibilities requires strong organizational skills, proactive problem-solving, and the ability to adapt quickly to shifting priorities. Leveraging CRM tools and collaborating closely with internal teams, such as sales and project management, can help streamline workflows and prevent miscommunication, ultimately leading to more successful client relationships.

What does a client liaison do?

A client liaison is responsible for building and maintaining relationships with clients, ensuring their needs are understood and met. They communicate between clients and internal teams, coordinate services, and address concerns to promote customer satisfaction and retention.
What cities are hiring for Senior Client Liaison jobs? Cities with the most Senior Client Liaison job openings:
What are the most commonly searched types of Client Liaison jobs? The most popular types of Client Liaison jobs are:
What states have the most Senior Client Liaison jobs? States with the most job openings for Senior Client Liaison jobs include:
Senior Client Liaison jobs near you
Infographic showing various Senior Client Liaison job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 90% Full Time, 1% Part Time, 1% Temporary, and 7% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution.
Sr Client Service Associate

Sr Client Service Associate

Wealth Enhancement Group

Kings Point, NY

$80K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Sr Client Service Associate

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Great Neck, NY office has an exciting opportunity for a Sr Client Service Associate! This role serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net-Worth team. You will work with all aspects of the client experience by helping to deliver excellent service to clients and support, including financial paperwork and financial account review preparation. The ideal candidate thrives in a team-oriented environment and is motivated by helping others.

This is an on-site position working in our office Monday through Friday.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

New Client Onboarding

  • Ensures accurate completion of prospect/new client paperwork/set up
  • Follow up on funds transfer from surrendering company
  • Maintains CRM-Salesforce database
  • Research and follow up on any issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors
  • Record incoming assets to the appropriate blotting tool

Client Relationship Management

  • Dialogues with client to understand their personal history and current financial needs
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
  • May work with client's tax or legal counsel on client concerns

Client Review Prep and Follow Up

  • Gather client data and may prepare the materials for client meetings and reviews
  • Conducts tax research (1099s)
  • Completes any follow-up needs for clients

Industry/Company Knowledge

  • Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes, and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
  • Attends Client Services and company educational events

Team and Corporate Support

  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team

Education/Qualifications

  • Bachelor's Degree (or equivalent experience) in business; finance, economics or related
  • 3+ years Financial Services experience preferred
  • Minimum of 1 year as Client Service Associate
  • Superior verbal and written communication skills
  • Proficient with Microsoft Office Suite; strong proficiency with Excel
  • Familiarity with Salesforce and Support Org functionality

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply