Wealth Management Client Services Associate

Aon plc; City of Rochester (NY); Sur place; USD 43 000 - 69 000; Plein temps

Résumé du poste

Lenox Advisors, a wholly owned subsidiary of NFP Corp., seeks a Client Services Associate to support Relationship Managers by coordinating pre-sale activities and guiding new business processes with a client-first approach.

You will assemble meeting materials, manage underwriting steps, schedule exams, update MOSAIC, and ensure timely delivery of policy changes while delivering superior service to high-net-worth clients.

Qualifications

• 1–3 years of customer service experience required.
• High school diploma required; college degree preferred.

Responsabilités

• Coordinate meeting prep documents for client/prospect meetings.
• Assist with insurance underwriting duties for multiple policies.
• Schedule medical exams and obtain Attending Physician Statements.
• Maintain MOSAIC records and communicate with Relationship Manager.
• Assist with licensing, appointments, and contracting activities.
• Greet clients, manage calendar, and maintain client files.

Connaissances

Excellent communication skills

Client interaction

Attention to detail

Independent work

MS Office proficiency

Organizational skills

Multitasking

Formation

High School Diploma Required

College Degree Preferred

Outils

MOSAIC

Description du poste

Lenox Advisors, a wholly owned subsidiary of NFP Corp., seeks a Client Services Associate to support Relationship Managers by coordinating pre-sale activities and guiding new business processes with a client-first approach.

You will assemble meeting materials, manage underwriting steps, schedule exams, update MOSAIC, and ensure timely delivery of policy changes while delivering superior service to high-net-worth clients.