Job summary
Job post source
This job is directly from Lenox Advisors
Job overview
The Client Service Associate supports the Relationship Manager by coordinating activities that enhance client service processes, ensuring superior client satisfaction.
Responsibilities and impact
Daily tasks include preparing meeting documents, managing insurance underwriting duties, processing policy service requests, and maintaining client files while collaborating with the New Business Team and insurance carriers.
Compensation and benefits
The position offers a competitive salary range of $55,000 to $72,000, along with PTO, paid holidays, a 401(k) with match, health and wellness programs, and exclusive discount programs.
Experience and skills
Candidates should have a high school diploma, with a college degree preferred, and 1-3 years of customer service experience; industry experience of 3-5 years is preferred.
Work environment and culture
Lenox Advisors emphasizes a PeopleFirst culture focused on building lifelong relationships with employees and clients, fostering a supportive work environment.
Company information
Lenox Advisors is a subsidiary of NFP Corp., specializing in wealth management and insurance services for high-net-worth individuals, recognized for its innovative solutions and strong corporate backing.
Job location and travel
This is a hybrid position requiring 2-3 days in the office each week.
Company overview
Lenox Advisors is a wealth management and insurance advisory firm that provides personalized financial planning, investment management, and insurance solutions to high-net-worth individuals, families, and businesses. They generate revenue through advisory fees, commissions on insurance products, and asset management fees. Founded in 1998, Lenox Advisors has built a reputation for integrating comprehensive financial strategies with a client-centric approach, emphasizing long-term relationships and tailored financial solutions. The company is known for its expertise in estate planning, retirement planning, and risk management, making it a trusted partner in navigating complex financial landscapes.
How to land this job
Position your resume to showcase your client service experience, emphasizing your ability to identify and fulfill client needs, as this is critical for the Client Service Associate role at Lenox Advisors.
Highlight your organizational skills and experience with scheduling and coordinating activities, as well as your proficiency with tools like Microsoft Outlook and Client Database Management systems, which are essential for this position.
Apply for the Client Service Associate role through multiple platforms, including Lenox Advisors' corporate website and LinkedIn, to maximize your chances of being noticed by recruiters.
Connect with professionals in the client services division at Lenox Advisors on LinkedIn to inquire about the role; potential ice breakers could include asking about their experience with the company's culture or recent projects they've worked on.
Optimize your resume for ATS by incorporating specific keywords from the job description such as 'client service,' 'scheduling,' and 'insurance underwriting' to ensure your application passes initial screenings.
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