Hybrid Client Services Associate – Wealth Management Support

NFP; Sterling Heights (MI); Hybride; USD 43 000 - 69 000; Plein temps

Avantages offerts par ce poste

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Résumé du poste

Lenox Advisors, a wholly owned subsidiary of NFP Corp., is a leading wealth management and insurance services firm. We are seeking a Client Services Associate to support Relationship Managers by coordinating new policy and client service processes.

This full-time role is four days in our Chicago office and one day from home, requiring excellent communication, strong organizational skills, and the ability to manage multiple tasks with accuracy.

Qualifications

• High School Diploma is required.
• College degree is preferred.
• 1-3 years of customer service experience is required or preferred.

Responsabilités

• Assemble client meeting prep materials (illustrations, summaries, reports) before meetings.
• Handle underwriting tasks and prepare life, disability, and long-term care applications.
• Coordinate with Relationship Manager and New Business team on cases.
• Track underwriting notes and status in MOSAIC.
• Process policy changes and service requests for clients.

Connaissances

Communication skills

Client interaction

Attention to detail

Teamwork

Microsoft Outlook

Excel

PowerPoint

Formation

High School Diploma

College Degree

1-3 Years Customer Service Experience

Outils

Microsoft Outlook

Excel

Word

PowerPoint

Description du poste

Lenox Advisors, a wholly owned subsidiary of NFP Corp., is a leading wealth management and insurance services firm. We are seeking a Client Services Associate to support Relationship Managers by coordinating new policy and client service processes.

This full-time role is four days in our Chicago office and one day from home, requiring excellent communication, strong organizational skills, and the ability to manage multiple tasks with accuracy.