Hybrid Client Services Associate — Wealth Management

Mackenzie Consultants Limited; Sterling Heights (MI); Hybrid; USD 43,000 - 69,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

Lenox Advisors, a Lenox Advisors subsidiary of NFP Corp., is seeking a Client Services Associate to support Relationship Managers with scheduling, client communications, and processing new business and policy changes. The role features a hybrid schedule with four days in the Chicago office and one day from home.

You will ensure superior client service by identifying client needs, coordinating tasks across teams, and maintaining accurate records in MOSAIC.

Qualifications

• Strong communication skills, both written and verbal.
• Ability to interact with clients diplomatically and professionally.
• Attention to detail with the ability to prioritize multiple tasks in a fast-paced environment.
• Ability to work independently and also collaborate with teams.
• Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint.

Responsibilities

• Assemble meeting prep documents for client/prospect meetings.
• Manage underwriting duties including applications for multiple life products.
• Schedule medical exams and collect required statements.
• Maintain notes in MOSAIC and communicate with RM and client.
• Coordinate new business and licensing processes with relevant teams.
• Handle policy changes and service requests; process delivery requirements.
• Maintain accurate data in MOSAIC and client files.

Skills

Excellent communication

Client interaction

Attention to detail

Independence

MS Office proficiency

Organization & planning

Multitasking

Education

High School Diploma

College Degree preferred

Tools

MS Outlook

MS Excel

MS Word

PowerPoint

Job description

Lenox Advisors, a Lenox Advisors subsidiary of NFP Corp., is seeking a Client Services Associate to support Relationship Managers with scheduling, client communications, and processing new business and policy changes. The role features a hybrid schedule with four days in the Chicago office and one day from home.

You will ensure superior client service by identifying client needs, coordinating tasks across teams, and maintaining accurate records in MOSAIC.