Senior Associate, Client Services

Description

• Actively engage in learning to expand your knowledge of life insurance, planning strategies, and internal processes.
• Support team initiatives, special projects, events, client appreciation activities and presentations.
• Maintain up-to-date CRM records, ledgers, and client summaries to support seamless workflow.
• Provide policy details to clients, business owners, assignees, accountants, and other partners as required or needed.
• Be client facing and assist with a variety of client service requests.
• Document and track all correspondence, updates, and follow-up actions within internal systems.

Requirements

• 10+ years in a senior administrative, executive support or client facing service role
• Strong aptitude for working with numbers and documentation.
• Strong proficiency in Word, Excel, PowerPoint, and Visio.
• Exceptional attention to detail, accuracy, and organization, paired with a refined and sophisticated approach.
• Superior written and verbal communication skills.
• 5+ years experience working within life insurance or wealth management space

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance