Junior, Mid-Level
Special Advisory Services - Client Liaison - Associate
Role Summary: The Associate-level Client Liaison supports the VP and senior team members in client delivery, outreach, and content creation, ensuring the smooth execution of client engagements and internal processes.
Key Responsibilities:
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Assist in maintaining the client prioritization framework and pipeline tracking.
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Support outreach activities, including preparing responses to client inquiries.
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Help develop and update marketing assets, case studies, and sector/regional insights.
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Prepare meeting materials and agendas for client interactions.
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Maintain the roster of key themes and knowledge base.
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Track and report on client outcomes and engagement metrics.
Qualifications:
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Bachelor’s degree in finance, business, or related field.
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Strong analytical, organizational, and communication skills.
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Detail-oriented with the ability to manage multiple tasks.
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Proactive and eager to learn in a fast-paced environment.
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