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Client Services Liaison

Job

Weltman, Weinberg & Reis Co., LPA

Independence, OH (In Person)

$46,654 Salary, Full-Time

Posted 3 days ago (Updated 23 hours ago) • Actively hiring

Expires 6/9/2026

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Job Description

The Client Account Liaison is responsible for managing the relationship between the business and the client by leveraging customer service skills to ensure the satisfaction of the client.
Responsibilities/Duties/Functions/Tasks:
Maintains and develops new and existing client relationships Act as point person for all client questions and concerns and resolves complex client issues timely Services all client accounts in accordance with client expectations and within firm policies and procedures Works with client and internal departments to suggest changes and implement process improvements in order to meet the contractual obligations of the client Maintenance of client required reporting, correspondence and documentation Maintains and looks for ways to improve the flow and integrity of internal processes Places priority on client retention, client satisfaction, client/firm profitability, and extended service offerings Maintains thorough understanding of the creditors' rights industry, our clients' objectives and strategies Confers with clients and firm representatives to resolve complaints Complete all required training applicable to this position Regular and predictable attendance is an essential function of this position Other duties, as assigned
Qualifications:
High School Diploma or GED required; college degree preferred 1 year experience working with clients or an equivalent combination of education, training, and experience Proven ability to work in a team-oriented environment Highly proficient in MS Office and Excel, including pivot tables, graphs, etc. Excellent customer service skills and problem-solving abilities Exceptional written and verbal communication skills Excellent mathematical skills Strong ability to write accurate and professional meeting minutes documenting discussion and commitments Good time-management skills and ability to work under deadlines
  • excellent follow-up skills Ability to maintain confidentiality Able to type 40 WPM, with accuracy Skill in investigative research to resolve issues The ability to deal with a variety of customer issues in an appropriate and professional manner Ability to periodically assess customer satisfactions and maintain satisfaction level for the client
Compensation and Benefits:
The expected pay range for this position is $20.24 hr.
  • $24.62 hr. based upon experience Paid Time Off (PTO)
  • 16 days annually + 9 Company paid holidays Competitive benefits
  • Medical, Rx, Dental, Vision, 401(k), Parental Leave, Life and Disability Insurance and more.
You can review our benefits at www.weltman.com/careers for more information. Promotional opportunities from within the Firm Employee Perks available from Verizon, Car Dealerships, Local Movie Theaters, Theme Parks, etc. Positive office environment with regularly scheduled parties, contests, and community support initiatives On site "Bistro To Go" vending and fresh foods available Free parking Free onsite fitness center for all employees
Physical and Mental Demands:
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the empl oyee is regularly required to remain in a stationary position at a workstation. This position requires constant use of hands and fingers for typing and operating a computer and other office equipment. The employee must possess the ability to communicate information and ideas in writing and verbally. Occasional standing, walking, bending, and lifting of items weighing up to 15 pounds may be required. Close visual acuity is needed to read, analyze data, and view a computer terminal for extended periods.
Work Environment:
This position operates in a professional office environment. It is representative of those an employee encounters while performing the essential functions of this job. The employee will experience low to moderate noise levels and moderate interruptions. The workspace is well-lit and climate controlled.
EEO Statement:
Weltman is an equal opportunity employer. #1516CS

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