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Wealth Client Services Associate

Job in Cockeysville, Baltimore City, Maryland, 21030, USA
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
Salary/Wage Range or Industry Benchmark: 47000 - 60000 USD Yearly USD 47000.00 60000.00 YEAR
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.

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Position Requirements
10+ Years work experience
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