Investment Liaison: Client Services & Onboarding

Express Employment Professionals - Cincinnati East; Tyler (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Express Employment Professionals in Tyler, TX seeks an Investment Liaison to join a local company. In this role, you will serve as the primary contact between clients and Advisors, manage client intake, and support onboarding processes.

You will facilitate information flow among clients, Advisors, and internal teams, provide high-quality client service, and assist Advisors with investment strategy execution while maintaining strict confidentiality of financial data.

Qualifications

• Excellent communication, client-focused.
• Strong attention to detail with sensitive information.
• Experience in administrative, financial, or client services preferred.
• Highly organized with multitasking abilities.
• Proficient in office software and scheduling tools.
• Capable of working in a fast-paced environment with accuracy.

Responsibilities

• Serve as the primary point of contact between clients and Advisors.
• Manage client intake, gather required documentation, and ensure onboarding.
• Facilitate the seamless flow of information between clients, advisors, and internal teams.
• Provide high-quality client service, addressing questions, scheduling meetings, and ongoing support.
• Assist Advisors with the execution of investment strategies by preparing client files and coordinating follow-ups.
• Maintain confidentiality with financial and personal information.
• Ensure all tasks are completed with precision, professionalism, and organization.
• Support the team with administrative and client-service needs to keep operations running smoothly.

Skills

Communication skills

Attention to detail

Administrative experience

Organizational skills

Office software proficiency

Fast-paced environment

Job description

Express Employment Professionals in Tyler, TX seeks an Investment Liaison to join a local company. In this role, you will serve as the primary contact between clients and Advisors, manage client intake, and support onboarding processes.

You will facilitate information flow among clients, Advisors, and internal teams, provide high-quality client service, and assist Advisors with investment strategy execution while maintaining strict confidentiality of financial data.