Job Description

About Northeast Private Client Group

Northeast Private Client Group is a boutique financial services advisory firm.

We founded our business on the simple idea that the best way to help a client achieve financial balance is through careful listening and active engagement, by a multi-disciplinary team.

Focused through our clear mission and aligned with our core values, we strive to build longstanding relationships by delivering excellence every day.

About the Opportunity

NEPCG Is seeking a proactive and detail-oriented Client Liaison to join our team. This individual will play a critical role in managing relationships with our current clients and prospects, acting as the main point of contact for all client service and sales support needs. The ideal candidate is a self-motivated professional who is comfortable interacting with senior-level clients, highly organized, and capable of multitasking in a fast-paced environment.

Primary Responsibilities :

• Cultivate and maintain strong relationships with prospects and existing clients, ensuring seamless communication throughout the sales and servicing processes.
• Act as the primary liaison between clients and back-office servicing teams, ensuring that client needs are met promptly and effectively.
• Work closely with senior advisors to execute action items from client meetings, ensuring timely follow-up and attention to detail.
• Manage communication between clients and carriers during the insurance underwriting process, with a focus on ensuring quick turnaround times and transparent communication.
• Maintain and update the CRM database to ensure accurate and efficient client outreach and servicing.
• Capture and monitor client servicing tasks using workflow management tools like Monday.com.
• Occasionally assist clients with completing insurance and investment paperwork.

Ideal Candidate :

• Proactive and self-motivated
• Comfortable speaking with high-level clients
• Able to multi-task and meet deadlines in a dynamic environment.
• A dependable team player

Required Qualifications :

• Superior written and verbal communication skills
• Strong organizational skills with keen attention to detail
• Experience in the financial services industry
• Familiarity with workflow management systems (e.g., Monday.com) and CRM/database management

Education, Training & Experience

• Bachelor’s degree in finance, economics, or a related field is preferred.
• Experienced in client service, preferably within the finance sector. 
• Knowledge of insurance products, underwriting processes, and regulatory requirements.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.

Job Type: Full-time

Salary: Commensurate with experience

What’s in it for you:

NEPCG’s competitive benefits package includes, but is not limited to:

• 401(k) Matching
• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Generous Paid Time Off
• Progressive Company culture

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