Remote Client Liaison & Relationship Builder

WizeHire, Inc; Winston-Salem (NC); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan with employer match

Paid holidays

Paid time off

100% premiums paid

Job summary

Carolina Estate Planning is seeking an outgoing Client Liaison to serve as the primary contact for clients, ensuring they are informed, supported, and cared for throughout their relationship with our firm.

You will spend much of your day speaking with clients, checking in on their experience, and coordinating solutions, while following our policies and systems to keep client information organized and secure. This remote/hybrid role offers flexibility and meaningful client impact.

Qualifications

• Strong interpersonal and communication skills.
• Ability to listen and build trust.
• Comfort coordinating client solutions and documenting details.

Responsibilities

• Serve as the primary point of contact for clients and ensure a smooth, informed, and cared-for experience.
• Talk with clients regularly, check in on their experience, and coordinate solutions for questions or concerns.
• Follow firm policies and systems to keep client information organized and secure.

Job description

Carolina Estate Planning is seeking an outgoing Client Liaison to serve as the primary contact for clients, ensuring they are informed, supported, and cared for throughout their relationship with our firm.

You will spend much of your day speaking with clients, checking in on their experience, and coordinating solutions, while following our policies and systems to keep client information organized and secure. This remote/hybrid role offers flexibility and meaningful client impact.