Client Services Liaison

Insight Global is currently hiring a Client Services Liaison for a legal services client in the Bonita Springs, FL area. This role will be a 5 month contract-to-hire and will require working onsite 3 days per week and remote for the other 2 days. This candidate must have strong client support/customer service skills and computer skills.

Qualifications:

• 2+ years of experience in client services, customer support, account coordination, or a related field.
• Proficiency with Microsoft Office, most importantly Excel (Beginner Excel Assessment completion required)
• Proven ability to build relationships and provide excellent customer service.
• Comfortability with occasional assistance in call center (1-2 hours daily)

Responsibilities:

• Serve as the primary point of contact for assigned client accounts, managing day-to-day communications and support.
• Oversee client deliverables, reporting schedules, and operational processes to ensure service excellence.
• Collaborate with clients to gather requirements, clarify expectations, and maintain process documentation.
• Review and validate client-facing reports, documentation, and operational records for accuracy and quality.
• Communicate process updates, system changes, and operational improvements to relevant stakeholders.
• Track, troubleshoot, and resolve account-level issues while escalating risks and concerns when appropriate.
• Monitor workflows, account inventories, and service processes to identify opportunities for improvement.
• Maintain detailed records of client requests, approvals, resolutions, and operational activities.