White-Glove Private Wealth Client Services Specialist

Orion Placement; Salt Lake City (UT); Presencial; USD 65.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k)

Dental insurance

Paid time off

Vision insurance

Descripción de la vacante

A private wealth and legal services firm in Salt Lake City is seeking a Client Services Coordinator to support high-net-worth clients. The role involves managing client communications, coordinating meetings, and ensuring documentation accuracy. Candidates should have at least 2 years of experience in financial services or wealth management. This full-time position offers competitive pay and a supportive work environment.

Formación

• 2+ years of client service, operations, or administrative experience in financial services, wealth management, or insurance.
• Strong organizational skills and ability to manage multiple cases simultaneously.
• Excellent written and verbal communication skills.

Responsabilidades

• Serve as a primary point of contact for client requests, updates, and service needs.
• Schedule and prepare client meetings, including agendas.
• Track cases through underwriting, approvals, and post-issue service.

Conocimientos

Client service experience

Organizational skills

Communication skills

CRM proficiency

Attention to detail

Herramientas

CRM systems

Microsoft Office

Google Workspace

Descripción del empleo

Client Service Representative Property & Casualty Insurance

Job Openings Client Service Representative Property & Casualty Insurance

About the job Client Service Representative Property & Casualty Insurance

Why This Is a Great Opportunity

• Join a fast-growing, high-end private wealth and legal services firm supporting high-net-worth clients.
• Work in a polished, organized environment with strong mentorship from senior leadership.
• Build deep expertise in property & casualty insurance, including personal and commercial lines.
• Make a real impact by ensuring a seamless, white-glove client experience.
• Enjoy stable hours, professional growth opportunities, and a values-driven culture.

Location

• This is an on-site role in Salt Lake City, Utah, offering hands-on training, team collaboration, and direct support from leadership.

Note

• Candidates must have at least 2 years of client service or account management experience in property & casualty insurance (personal and/or commercial lines). Life insurance experience is a plus but not required.

About Our Client

Our client is a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients across estate planning, tax strategy, insurance, and financial services. Their team is known for exceptional client care, professionalism, and delivering highly coordinated, error-free service in a regulated environment, including complex property & casualty insurance programs.

Job Description

• Serve as a primary point of contact for client requests, updates, service needs, and follow-ups.
• Schedule and prepare client meetings, including agendas and attendance confirmations.
• Provide timely updates and set clear expectations throughout the service process.
• Assist with new business and ongoing service for personal and commercial P&C insurance policies (e.g., home, auto, umbrella, small commercial, etc.).
• Prepare, review, and submit applications, endorsements, certificates, and other documents to carriers and service partners.
• Track cases through underwriting, approvals, policy issuance, delivery, renewals, and post-issue service.
• Coordinate with carriers, brokers, and vendors to ensure timely processing and resolution of service items.
• Monitor and resolve pending items or missing documentation quickly and accurately.
• Support compliance through accurate documentation, policy files, and organized records.
• Maintain CRM notes, pipelines, and tracking reports for all active clients and cases.
• Improve workflows and templates to increase efficiency and reduce errors.
• Support retention and client satisfaction by delivering a polished, empathetic client experience.

Qualifications

• 2+ years of client service, account management, or operations experience in property & casualty insurance (personal and/or commercial lines).
• Strong organizational skills and ability to manage multiple accounts and cases simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with CRM systems, Outlook/Calendars, and Microsoft Office/Google Workspace.
• Ability to handle sensitive, confidential information.
• Reliable, detail-oriented, and proactive.
• Experience working with independent agencies/brokerages and/or high-net-worth clients is a plus.

Why Youll Love Working Here

• Supportive and collaborative environment with strong leadership engagement.
• Clear career path for growth within a specialized financial and legal services firm.
• Work that feels meaningful clients deeply appreciate your support.
• A high-touch, professional culture built on accuracy, empathy, and trust.
• Exposure to high-end financial, tax, and insurance strategy work.