Private Wealth Client Services Associate

Aon plc; Northern (KY); Hybrid; USD 47,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

PTO and holidays

401(k) with match

Health & wellness programs

Job summary

Lenox Advisors, a wholly owned subsidiary of NFP Corp., seeks a Client Services Associate to support Relationship Manager with scheduling, coordination, and delivery of new business and client services. You will assemble documents, manage underwriting steps, and maintain MOSAIC records to ensure accurate and timely service.

The role requires strong communication, detail orientation, and the ability to multitask in a fast-paced environment.

Qualifications

• Education: High School Diploma required; college degree preferred.
• Experience: 1–3 years of customer service; 3–5 years in the industry preferred.
• Proficient with Microsoft Office and client databases.

Responsibilities

• Assist Relationship Manager with scheduling and coordinating client service processes.
• Prepare and process policy applications, illustrations, and documentation.
• Maintain MOSAIC records, notes, and tasks for new business and servicing.
• Provide proactive client service and timely updates to clients and RM.

Skills

Customer service

Communication

Multitasking

MS Office

Education

High School Diploma

College degree preferred

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Lenox Advisors, a wholly owned subsidiary of NFP Corp., seeks a Client Services Associate to support Relationship Manager with scheduling, coordination, and delivery of new business and client services. You will assemble documents, manage underwriting steps, and maintain MOSAIC records to ensure accurate and timely service.

The role requires strong communication, detail orientation, and the ability to multitask in a fast-paced environment.