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.