Client Relationship Liaison

Waukee, IA


Myriad Advisor Solutions is looking for a detail orientated individual to join our growing team as a Client Relationship Liaison “Liaison”. As a Subject Matter Expert (SME) of all Myriad programs and service offerings, the Liaison will be responsible for client and internal project management. Highlights of the responsibilities include serving as project lead, providing pro-active and consistent communications, ensuring timely updates are provided to appropriate parties, and administration of on-time project completion.

The Client Relationship Liaison is client centric and a team orientated position. Through active engagement with prospective and current clients, the Liaison will build and directly manage client relationships. Through consistent engagement, the Liaison will drive growth of Myriad’s services, expand business relationships and support additional business partnership opportunities within the existing client base. This role is highly suited for those individuals that provide exceptional communication, display efficient time management, organization, and task prioritization, and thrive in a fast-paced business environment.

Essential Duties and Responsibilities:

  • Oversee all aspects of client management projects, including setting deadlines, assigning responsibilities, monitoring, summarizing progress of project
  • Ensure deliverables fall within the applicable scope and coordinate with other departments to ensure all aspects of each project are compatible Coordinate internal resources and third parties/vendors for the flawless execution of projects; ensure resource availability and allocation
  • Responsible for providing accurate information to clients pertaining to products, services, and offerings of Myriad; accurately explaining the various service and quoting services and/or coordinate advance conversation with internal subject matter experts
  • Serve as the subject matter expert for the Advisor Club Program (membership); maintain accurate records of client conversations; actively and accurately utilize Projects, TMI and other applicable Myriad approved tools to document status updates to confirm a clear line of communication is maintained
  • Responsible for ensuring client needs are promptly and accurately addressed through independent support and/or in collaboration with appropriate Myriad team(s) support
  • Maintain database and active prospect list of customers; follow through on proposals, sales, client engagement, and orders; manage all sales and business transactions start to finish to confirm completion, in collaboration with appropriate departments/Leadership members

Required Qualifications:
  • Bachelor or Associates degree preferred; Completed college coursework in conjunction with work experience will also be considered
  • Minimum of 2 years of professional experience in client relationship position or Account Management experience with active and engaged understanding of multiple products
  • Entrepreneur minded with the ability and desire to see opportunities and proactively and strategically act upon such
  • Adaptability, mental flexibility to respond to a variety of situation in whichever way our clients reach out to us i.e. phone, email, social media, or in person.
  • Persuasive speaking skills to ensure a positive client service experience; focus on solution and show patience, understanding and brand loyalty; Display self-control during stressful client interactions; Ability to maintain professionalism at all times

Desired Traits:
  • Ability and drive to remain up to date on company product specs, the process for engagement and ability to answer customers questions efficiently
    • Self-Awareness of personal knowledge limits to avoid misinformation or misleading answers but instead offer to find the answer/solution
  • Delivery of professional verbal communications; Written communications that are free from error to be delivered timely in an effort to build relationships with each interaction
  • Time Management is a must to include outstanding planning foresight
  • Intermediate to advanced level computer skills, including working knowledge of the Microsoft Office suite with strong skills in Word, Outlook and Excel.

About the Organization:

Myriad Advisor Solutions is a business consulting firm offering one-stop-shop products and services for our clients. The focus and dedication of Myriad is to provide big company resources for independent business owners which help them.


Qualified and energetic candidates must have the ability to pass a background check. If you wish to be considered for the Telecom Associate position you are encouraged to apply via or call (515) 850-1218.

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