Client Services Specialist - Wealth & Insurance
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-06
Listing for:
NFP Corp
Full Time
position Listed on 2025-12-06
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services company in New York is seeking a Client Services Associate. You will support the Relationship Manager by coordinating activities, providing superior client service, processing insurance requests, and ensuring data accuracy. Essential skills include excellent communication, attention to detail, and proficiency in Microsoft Office. The position offers a competitive salary and a great work culture.
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