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Wealth Client Services Associate
Job in
Cockeysville, Baltimore City, Maryland, 21030, USA
Listed on 2026-08-28
Listing for:
Lenox Advisors
Full Time
position Listed on 2026-08-28
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Lenox Advisors seeks aClient Services Associate to support Relationship Managers by coordinating activities for new policy and client service processes. You will identify client needs, take ownership of tasks, and keep all parties informed through completion.
Responsibilities cover pre-sale, client service, and business operations, including document prep, underwriting support, scheduling, and calendar management while maintaining MOSAIC records and delivering superior service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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