Hybrid Client Services Specialist – Wealth & Insurance
Remote / Online - Candidates ideally in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-26
Chicago, Cook County, Illinois, 60290, USA
Listing for:
Lenox Advisors
Full Time, Remote/Work from Home
position Listed on 2026-07-26
Job specializations:
-
Insurance
Job Description & How to Apply Below
Lenox Advisors seeks a Client Services Associate to support Relationship Managers in pre-sale, underwriting, and client services. This full-time hybrid role combines office-based collaboration in Chicago with one day of remote work.
Key responsibilities include preparing policy docs, coordinating underwriting, managing client data in MOSAIC, and ensuring timely policy delivery. Strong communication and organization are essential.
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