Client Services Specialist - Wealth & Insurance Support

AON PLC; Chicago (IL); Hybrid; USD 42,945 - 68,670; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

Lenox Advisors, a wholly owned subsidiary of NFP Corp., is seeking a Client Services Associate to support the Relationship Manager with scheduling, onboarding and client service processes in a four-day Chicago office and one day from home.

The role emphasizes superior service, MOSAIC system updates, and collaboration with the New Business team; requires a High School Diploma, 1–3 years in customer service, and proficiency in Outlook, Excel, Word, and PowerPoint.

Qualifications

• High School Diploma required; college degree preferred.
• 1–3 years of customer service experience.
• Strong communication and client service skills.
• Proficient with Microsoft Outlook, Excel, Word, and PowerPoint.
• Able to work independently and in teams.

Responsibilities

• Coordinate client onboarding and policy servicing tasks.
• Schedule and manage manager calendars, meetings, and security check-in.
• Process client service requests and updates in MOSAIC.
• Prepare client correspondence and maintain accurate files.
• Support the Relationship Manager in cross-team communications.

Skills

Excellent communication skills

Microsoft Outlook

Microsoft Excel

Microsoft Word

PowerPoint

Customer service experience

Organizational skills

Attention to detail

Education

High School Diploma

College Degree Preferred

Tools

MOSAIC

CRM systems

Microsoft Office Suite

Job description

Lenox Advisors, a wholly owned subsidiary of NFP Corp., is seeking a Client Services Associate to support the Relationship Manager with scheduling, onboarding and client service processes in a four-day Chicago office and one day from home.

The role emphasizes superior service, MOSAIC system updates, and collaboration with the New Business team; requires a High School Diploma, 1–3 years in customer service, and proficiency in Outlook, Excel, Word, and PowerPoint.