Wealth Client Services Specialist
Job in
Cockeysville, Baltimore City, Maryland, 21030, USA
Listed on 2026-08-20
Listing for:
AON PLC
Full Time
position Listed on 2026-08-20
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep, Bilingual
Job Description & How to Apply Below
Lenox Advisors is seeking a Client Services Associate to support Relationship Managers by coordinating activities that streamline new policy and client service processes. The role emphasizes superior client service, understanding client needs, and facilitating tasks to completion while keeping all parties informed.
The position covers pre-sale, new business, client service, and operations tasks, including documentation, scheduling, and collaboration with various internal teams.
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