Client Services Specialist – Insurance & Wealth Management

Winged Keel Group; Richmond (VA); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Disability insurance

401(k)

Section 125 benefits

Job summary

Winged Keel Group is seeking a Client Services professional to support ultra-high-net-worth clients with reporting, invoicing, and portfolio reviews. The role trains you on life insurance products and emphasizes accuracy, proactive communication, and adherence to established processes.

The ideal candidate has 1–2 years of experience, strong Microsoft Office skills, and a client-focused mindset, with the ability to manage multiple tasks and deadlines in a demanding environment.

Qualifications

• 1-2 years of professional experience, preferably including customer service
• Proficiency in Microsoft Outlook, Word, and Excel
• Problem solver; aware of when to elevate issues
• Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment
• Ability to pick up and understand new software and technology relatively quickly
• Understanding of basic financial math concepts is a plus
• Ability to develop and maintain positive relationships within the firm and with common outside contacts
• Strong interpersonal communications skills (both written and oral)
• Willingness to accept constructive feedback
• Strong work ethic and commitment to the highest standards of excellence
• Strong sense of accountability and ownership of his or her work

Responsibilities

• Obtain policy values, forms, and information from insurance carriers.
• Use insurance company software to run inforce policy illustrations and identify inconsistencies.
• Prepare premium invoices and policy summaries.
• Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes; follow up to complete multi-step transactions.
• Update and maintain client information; document all client transactions.
• Understand and adhere to compliance procedures when working with variable life insurance.
• Use Excel to prepare complex insurance portfolio reviews with IRR calculations; create templates for new scenarios.
• Review teammates' work; identify errors and suggest improvements for better service.
• Assist clients and advisors with questions about insurance portfolios and prepare explanations of analyses.
• Understand income tax attributes of life insurance and strategies to fund life insurance tax efficiently.
• Prepare split dollar reporting.
• Proactively communicate with internal Client Relationship Managers.
• Coordinate with the Design team when advanced analytics are needed.

Skills

Customer service

Time management

Prioritization

Attention to detail

Communication

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Winged Keel Group is seeking a Client Services professional to support ultra-high-net-worth clients with reporting, invoicing, and portfolio reviews. The role trains you on life insurance products and emphasizes accuracy, proactive communication, and adherence to established processes.

The ideal candidate has 1–2 years of experience, strong Microsoft Office skills, and a client-focused mindset, with the ability to manage multiple tasks and deadlines in a demanding environment.