Wealth Management Client Services Specialist

AON PLC; Northern (KY); Hybrid; USD 47,000 - 60,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Lenox Advisors is seeking a Client Services Associate in Kentucky to support the Relationship Manager with new policy and client service processes. You will assemble materials, handle underwriting tasks, schedule exams, and maintain MOSAIC notes while coordinating with the RM and clients.

You will process service requests, communicate with carriers, and help manage calendars and documentation in a fast-paced environment. Strong communication and organization are essential.

Qualifications

• High School Diploma Required
• College Degree Preferred
• 1-3 Years of Customer Service Experience
• 3-5 Years of Industry Experience Preferred
• Excellent communication skills, both verbal and written
• Proficient in Microsoft Outlook, Excel, Word and PowerPoint

Responsibilities

• Assembles meeting preparation documents for client/prospect meetings
• Performs underwriting duties and prepares applications
• Schedules medical insurance exams and collects Attending Physician Statements
• Keeps notes on underwriting process in MOSAIC and communicates with RM and client
• Coordinates tasks and responsibilities for joint work with RM and New Business team
• Processes policy service requests and updates client files

Skills

Communication skills

Client interaction

Microsoft Outlook

Excel

Word

PowerPoint

Education

High School Diploma

College Degree

Tools

Microsoft Outlook

Job description

Lenox Advisors is seeking a Client Services Associate in Kentucky to support the Relationship Manager with new policy and client service processes. You will assemble materials, handle underwriting tasks, schedule exams, and maintain MOSAIC notes while coordinating with the RM and clients.

You will process service requests, communicate with carriers, and help manage calendars and documentation in a fast-paced environment. Strong communication and organization are essential.