Case Manager Liaison
1 week ago
The Legends Agency seeks an experienced Case Manager to oversee transactional processes, client account management, and compliance with industry regulations. This role requires excellent organizational skills, attention to detail, and the ability to manage multiple cases simultaneously.
Key Responsibilities- Client Account Management: Serve as the primary point of contact for clients throughout the case lifecycle, maintaining and updating client files and records, addressing client inquiries, and ensuring timely responses.
- Transaction Processing: Oversee administrative processes for client transactions, including onboarding, account setup, and document verification, ensuring all paperwork is accurate, complete, and compliant with regulatory requirements.
- Compliance and Documentation: Ensure all transactions comply with legal, regulatory, and internal policies, maintaining up-to-date knowledge of industry regulations and company policies.
- Education: A bachelor's degree in finance, business administration, or a related field is preferred.
- Experience: Previous experience as a case manager or in a client-facing administrative role, preferably in the financial services or brokerage industry.
- Skills: Strong organizational and multitasking abilities, excellent communication and interpersonal skills, detail-oriented with the ability to manage complex documentation, familiarity with financial products and brokerage services, and proficiency in CRM systems, MS Office Suite, and brokerage-specific software.
A competitive salary based on experience, estimated at $65,000 - $85,000 per annum, plus benefits.
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