Client Liaison

Client Liaison

American Research Bureau

Salt Lake City / Millcreek, UT

Compensation DOE:

Assistant $56 - $61K

Associate $61 - $74K

Specialist $74 - $83K

Summary:

The Client Liaison role at ARB supports the Market Manager and acts as a liaison for both clients and ARB attorney offices. Success in this position requires identifying critical issues in the heirship process and ensuring all steps to complete the process are followed. Good judgment is needed to know when to handle tasks independently or when to escalate a matter for immediate attention. Key responsibilities include sending letters to clients and attorneys, and following up to ensure all forms are received and processed which allow the clients to be represented and established as heirs. Other tasks include client and attorney communications, handling post-deceased heirs, providing support for ...

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