Client Relationship Specialist

WizeHire, Inc; Allentown (Lehigh County); On-site; USD 60,000 - 90,000; Full time

Job summary

WizeHire, Inc. is seeking a Client Relationship Specialist to support ultra-high-net-worth clients with life insurance planning, portfolio reviews, and custom-designed planning deliverables.

The role emphasizes attention to detail, independent organization, and professional communication with clients, advisors, and producers while safeguarding confidential information. The successful candidate will manage project tasks, adapt to changing priorities, and ensure accurate, timely preparation of

Qualifications

• Knowledge of life insurance products and client service experience.

Responsibilities

• Complete life insurance portfolio reviews and support project tasks to align portfolios with client planning.
• Coordinate and communicate with clients, advisors, and producers while maintaining confidentiality.
• Follow processes to prepare client deliverables and ensure accuracy and timely delivery.

Job description

TheClient Relationship Specialist will use their knowledge of life insurance and client service experience to follow our processes and procedures and prepare client deliverables to provide best-in-class service to our ultra-high-net-worth clients. Main responsibilities include completing life insurance portfolio reviews and executing projects/tasks that will keep the client's portfolio aligned with their custom-designed planning.

This person must have an exceptional level of attention to detail, can change work focus quickly while maintaining accuracy, and independently organize work while staying on track with priorities. Interacting and communicating in a professional manner successfully and effectively with clients, advisors, and producers to coordinate and implement intermediate to complex plan designs while keeping information and data confidential are critical given the nature of the position and work.