Wealth & Insurance Client Services Specialist

NFP Corp; City of Rochester (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 Lenox subsidiary of NFP Corp., is seeking a Client Services Associate to support the Relationship Manager by coordinating activities, preparing documents, and delivering superior client service. You will manage underwriting preparation, client communications and service requests while ensuring accurate records and smooth processes.

The role requires 1–3 years in customer service, strong communication, and proficiency with MS Office.

Qualifications

• High school diploma required; college degree preferred.
• 1–3 years of customer service experience in a professional setting.
• Strong communication, organization and multitasking abilities.

Responsibilities

• Support Relationship Manager by scheduling and coordinating activities.
• Prepare illustrations, reports and marketing packets for meetings.
• Handle policy service requests and client communications.
• Maintain MOSAIC records and notes; assist with licensing tasks.
• Greet clients, manage calendars, and ensure accurate client files.
• Collaborate with teams and vendors to deliver superior service.

Skills

Communication

Client interaction

Attention to detail

Independence + teamwork

MS Office

Organization

Multitasking

Professional demeanor

Education

High School Diploma

College Degree Preferred

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Lenox Advisors, a Lenox subsidiary of NFP Corp., is seeking a Client Services Associate to support the Relationship Manager by coordinating activities, preparing documents, and delivering superior client service. You will manage underwriting preparation, client communications and service requests while ensuring accurate records and smooth processes.

The role requires 1–3 years in customer service, strong communication, and proficiency with MS Office.