Wealth Client Services Associate

Lenox Advisors; Cockeysville (MD); Hybrid; USD 47,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Lenox Advisors seeks aClient Services Associate to support Relationship Managers by coordinating activities for new policy and client service processes. You will identify client needs, take ownership of tasks, and keep all parties informed through completion.

Responsibilities cover pre-sale, client service, and business operations, including document prep, underwriting support, scheduling, and calendar management while maintaining MOSAIC records and delivering superior service.

Qualifications

• 1-3 years of customer service experience.
• 3-5 years of industry experience preferred.
• Knowledge of client databases and office equipment.
• Ability to manage multiple tasks in a fast-paced sales environment.

Responsibilities

• Assembles meeting preparation documents for client/prospect prior to sales meetings.
• Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long term care applications.
• Schedules medical insurance exams and orders Attending Physician Statements based on underwriting guidelines.
• Follows up with the client and Relationship Manager during underwriting process, keeps notes in MOSAIC.
• Collaborates with New Business Team to manage all new business arguments in MOSAIC.

Skills

Excellent communication

Client interaction

Attention to detail

Independent worker

Microsoft Outlook

Excel

PowerPoint

Organizational skills

Multitasking

Education

High School Diploma

College Degree

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Lenox Advisors seeks aClient Services Associate to support Relationship Managers by coordinating activities for new policy and client service processes. You will identify client needs, take ownership of tasks, and keep all parties informed through completion.

Responsibilities cover pre-sale, client service, and business operations, including document prep, underwriting support, scheduling, and calendar management while maintaining MOSAIC records and delivering superior service.