Special Advisory Services - Client Liaison - Associate

Role Summary:

The Associatet-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:

• Assist in maintaining the client prioritization framework and pipeline tracking.
• Support outreach activities, including preparing responses to client inquiries.
• Help develop and update marketing assets, case studies, and sector/regional insights.
• Prepare meeting materials and agendas for client interactions.
• Maintain the roster of key themes and knowledge base.
• Track and report on client outcomes and engagement metrics.

Qualifications:

• Bachelor’s degree in finance, business, or related field.
• Strong analytical, organizational, and communication skills.
• Detail-oriented with the ability to manage multiple tasks.
• Proactive and eager to learn in a fast-paced environment.