Wealth Client Services Associate

NFP; New York (NY); On-site; USD 43,000 - 69,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Lenox Advisors, a trusted wealth management and insurance services firm, seeks a Client Services Associate to support the Relationship Manager and drive efficient client service processes in New York.

You will assemble meeting materials, handle underwriting tasks, coordinate exams, maintain MOSAIC records, and deliver proactive service to clients while collaborating with teams and ensuring accuracy.

Qualifications

• Excellent communication skills, both verbal and written.
• Ability to interact with clients diplomatically and professionally.
• Strong attention to detail with the ability to prioritize multiple tasks in a fast-paced sales environment.
• Ability to work independently and also to collaborate with teams.
• Proficient in Microsoft Outlook, Excel, Word and PowerPoint.
• Organizational, planning and critical thinking skills.
• Ability to multitask.

Responsibilities

• Assembles meeting preparation documents for client/prospect meetings.
• Performs underwriting duties including applications.
• Schedules medical exams and requests Attending Physician Statements.
• Keeps notes in MOSAIC and communicates with RM and client.
• Coordinates RM calendar, meetings, and office logistics.
• Maintains MOSAIC data and client files.
• Interacts with carriers and vendors to ensure timely service.

Skills

Communication skills

Client interaction

Attention to detail

Team collaboration

Organizational skills

Multitasking

Planning & organizing

Critical thinking

Education

High School Diploma

College Degree

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Lenox Advisors, a trusted wealth management and insurance services firm, seeks a Client Services Associate to support the Relationship Manager and drive efficient client service processes in New York.

You will assemble meeting materials, handle underwriting tasks, coordinate exams, maintain MOSAIC records, and deliver proactive service to clients while collaborating with teams and ensuring accuracy.