Wealth Client Services Specialist

AON PLC; Cockeysville (MD); On-site; USD 47,000 - 60,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

PeopleFirst culture

Job summary

Lenox Advisors is seeking a Client Services Associate to support Relationship Managers by coordinating activities that streamline new policy and client service processes. The role emphasizes superior client service, understanding client needs, and facilitating tasks to completion while keeping all parties informed.

The position covers pre-sale, new business, client service, and operations tasks, including documentation, scheduling, and collaboration with various internal teams.

Qualifications

• Knowledge of office equipment operations and electronic calendaring programs (Outlook).
• Familiarity with business principles and client database management systems.
• Strong communication skills, both verbal and written.

Responsibilities

• Assembles meeting prep documents for client/prospect meetings, including illustrations, policy summaries, reports and presentations.
• Performs underwriting duties including preparation of multi-life and individual disability, life, and long-term care applications.
• Schedules medical exams and orders Attending Physician Statements per underwriting guidelines.
• Keeps notes on underwriting progress and communicates with Relationship Manager and client as needed.
• Partners with New Business to manage all new business arguments and uses MOSAIC as the system of record.

Skills

Communication skills

Professionalism

Multitasking

Team collaboration

Education

High School Diploma

College degree preferred

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Lenox Advisors is seeking a Client Services Associate to support Relationship Managers by coordinating activities that streamline new policy and client service processes. The role emphasizes superior client service, understanding client needs, and facilitating tasks to completion while keeping all parties informed.

The position covers pre-sale, new business, client service, and operations tasks, including documentation, scheduling, and collaboration with various internal teams.