Financial Services Client Assistant

H2R Consulting LLC; Louisville, Northern (KY, KY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Paid time off

Deepen expertise in insurance and vest

Collaborative team culture

Meaningful work

Job summary

Fenwick Partners, a respected life insurance and estate planning firm in Louisville, seeks a highly organized Financial Services Client Assistant to support advisors and coordinate insurance case management. This role focuses on delivering a seamless client experience throughout policy and underwriting processes.

The ideal candidate thrives on accuracy, responsiveness, and discretion, and brings strong Microsoft Office skills along with a professional client-service mindset.

Qualifications

• Experience in insurance operations, underwriting support, wealth management, financial services, or related professional environments is valued.
• Active Life and/or Health Insurance license a plus.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Professional presence with a client-service mindset.
• Proficiency in Microsoft Word, Excel, and PowerPoint.

Responsibilities

• Coordinate and process life insurance, long-term care, and annuity applications from submission through policy placement.
• Manage underwriting workflows and proactively communicate with carriers, advisors, and clients to keep cases progressing efficiently.
• Monitor pending requirements, resolve issues quickly, and follow through on all outstanding items.
• Prepare client meeting materials, presentations, and reports using Microsoft Office applications.
• Coordinate appointments and maintain advisor calendars to support efficient client experiences.
• Serve as a professional and responsive point of contact for clients and carrier representatives.
• Maintain accurate client records while handling confidential information with discretion and professionalism.
• Support advisors with day-to-day operational and administrative needs.

Job description

Transforming organizations through People, HR & Development Consulting

On-Site | Full-Time

Fenwick Partners is a respected life insurance and estate planning firm serving high-net-worth individuals, families, and business owners. We are seeking a highly organized, client-focused Financial Services Client Assistant to join our team in Louisville.

This is an excellent opportunity for an experienced insurance or financial services professional who enjoys managing details, supporting advisors, and delivering high-touch client experiences in a collaborative boutique environment.

The ideal candidate is proactive, detail-oriented, and thrives in a professional setting where accuracy, responsiveness, and discretion are essential.

Position Overview

The Financial Services Client Assistant plays a vital role in supporting advisors, coordinating insurance case management, and ensuring a seamless experience for clients throughout the policy and underwriting process.

This role combines client service, operations, underwriting coordination, and advisor support responsibilities and is well-suited for someone who enjoys taking ownership and keeping complex processes moving efficiently.

What You’ll Do

• Coordinate and process life insurance, long-term care, and annuity applications from submission through policy placement
• Manage underwriting workflows and proactively communicate with carriers, advisors, and clients to keep cases progressing efficiently
• Monitor pending requirements, resolve issues quickly, and follow through on all outstanding items
• Prepare client meeting materials, presentations, and reports using Microsoft Office applications
• Coordinate appointments and maintain advisor calendars to support efficient client experiences
• Serve as a professional and responsive point of contact for clients and carrier representatives
• Maintain accurate client records while handling confidential information with discretion and professionalism
• Support advisors with day-to-day operational and administrative needs

What Makes You Successful

• Experience in insurance operations, underwriting support, wealth management, financial services, or related professional environments will be highly valued
• Active Life and/or Health Insurance license a plus
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Professional presence with a client-service mindset
• Strong proficiency in Microsoft Word, Excel, and PowerPoint

What We Offer

• Competitive compensation
• Paid time off
• Opportunity to deepen expertise in insurance, estate planning, and client service
• Collaborative team culture where your contributions are valued and visible
• Meaningful work helping clients protect their financial future

Who Thrives at Fenwick Partners

This position is ideal for someone who:

• takes pride in accuracy and follow-through,
• communicates professionally and confidently,
• enjoys supporting a high-performing advisory team,
• and finds satisfaction in creating an exceptional client experience.

If you are dependable, proactive, and motivated by doing high-quality work in a professional environment, we encourage you to apply.

Fenwick Partners is an equal opportunity employer committed to fostering a workplace grounded in professionalism, accountability, diversity, and respect.

Final candidates will undergo a background check and credit review in accordance with applicable laws.