Hybrid Client Services Specialist – Wealth & Insurance

Lenox Advisors; Chicago (IL); Hybrid; USD 42,945 - 68,670; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Lenox Advisors seeks a Client Services Associate to support Relationship Managers in pre-sale, underwriting, and client services. This full-time hybrid role combines office-based collaboration in Chicago with one day of remote work.

Key responsibilities include preparing policy docs, coordinating underwriting, managing client data in MOSAIC, and ensuring timely policy delivery. Strong communication and organization are essential.

Qualifications

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

Responsibilities

• Pre-Sale and New Business: prepare meeting documents, underwriting duties, schedule exams, track status in MOSAIC.
• Client Service: process service requests, ensure timely execution, liaise with carriers and RM.
• Business Operations: manage calendar, greet clients, maintain files, assist with marketing campaigns and data accuracy in MOSAIC.

Skills

Communication skills

Client interaction

Attention to detail

Multitasking

Organizational skills

Team collaboration

Independent work

Education

High School Diploma

College Degree

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Lenox Advisors seeks a Client Services Associate to support Relationship Managers in pre-sale, underwriting, and client services. This full-time hybrid role combines office-based collaboration in Chicago with one day of remote work.

Key responsibilities include preparing policy docs, coordinating underwriting, managing client data in MOSAIC, and ensuring timely policy delivery. Strong communication and organization are essential.