Remote Client & Investor Liaison Coordinator

Magic; Taguig; Remote; PHP 501,000 - 714,000; Full time

Job summary

Magic is seeking a Liaison Coordinator in the Philippines to serve as the primary communication bridge between prospective clients, internal advisors, and capital providers. You will ensure meetings run smoothly, documents are tracked, and follow-ups are completed to prevent any slips.

You will support scheduling, client intake, and CRM maintenance while coordinating with lenders and investors and managing Zoom/Google Meet sessions to a professional standard.

Qualifications

• The Liaison Coordinator connects with prospective clients, internal advisors, and the firm's network of capital providers.
• Requires strong organization, professional communication, and attention to detail.
• Experience in scheduling meetings, coordinating documents, and CRM use is beneficial.

Responsibilities

• Coordinate introductions between prospects and advisors.
• Facilitate communication among clients, advisors, underwriting, relationship management, marketing, and executives.
• Schedule discovery calls, presentations, underwriting calls, and follow-up meetings.
• Assist with initial client intake and collect requested documents.
• Send confirmations and reminders; track outstanding actions.
• Escalate urgent client matters to appropriate executives or departments.
• Maintain professional, timely customer service.
• Coordinate with investors and lenders; schedule capital presentations and meetings.
• Maintain CRM records of funding-source activity.
• Create and manage Zoom/Google Meet meetings and calendar invitations.
• Join meetings early; verify audio/video setup and presenter rights.
• Capture meeting notes and schedule follow-ups in CRM.
• Ensure meeting standards with provided links, agenda, and materials.
• Prepare PowerPoint decks with branding consistency.
• Maintain documents and spreadsheets to track clients and actions.
• Proficiency with Word/Docs and ability to learn new tools quickly.

Job description

Magic is seeking a Liaison Coordinator in the Philippines to serve as the primary communication bridge between prospective clients, internal advisors, and capital providers. You will ensure meetings run smoothly, documents are tracked, and follow-ups are completed to prevent any slips.

You will support scheduling, client intake, and CRM maintenance while coordinating with lenders and investors and managing Zoom/Google Meet sessions to a professional standard.