Sr. Client Service Associate (Hybrid)

Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

The Client Service Associate is responsible for assisting the Relationship Manager with all aspects of new sales, Client Service and meeting support. The purpose of the role is to support the Relationship Managers with managing client relationships and for formulating and implementing advice under the direction of the Relationship Manager. This includes as serving as the service person for the Relationship Manager’s clients.

Essential Duties and Responsibilities

• Provide superior Client Service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process for multiple Partners.
• Process all complex insurance policy service requests, collateral assignments, death claims, including address, beneficiary /ownership changes, premium mode changes, dividend option changes and fund allocation changes
• Prepare and design complex pre-sales and in-force illustrations.
• Collaborates on insurance design proposals.
• Research and follow through on a variety of information requests and assist with client/service problem resolution.
• Follows up with insurance carriers and vendors to ensure proper and timely execution of Client Service requests are completed in a timely fashion. For example, a change of beneficiary form submitted to carrier – needs to be followed through from submission until the updated beneficiary is reflected on the carriers systems and communicated to the client that the change has been completed.
• Ensures data accuracy in company records by regularly and routinely updating client and carrier/vendor information in MOSAIC and maintaining client files according to company compliant procedures.
• Trains new hires on generating insurance illustrations.
• Participates in occasional product related training and best practices development sessions as directed by Director, Client Services.

Knowledge, Skills, and/or Abilities

• Strong oral and written communication skills
• In-depth Insurance product knowledge (life, disability and long term care)
• MOSAIC knowledge, entering new clients, keeping client data updated (specific to the RBI page), policy record creation, task management, arrays, work space management, populating arrays, calendar management
• Fieldnet – run PAAR reports, get Book of Business, retrieve applications, retrieve forms / ServiceNet to view policy information, process address changes online, etc.
• Service Knowledge – to assist clients with changes to policies
• Proficiency with MS Office products including Outlook, Word, Excel, and PowerPoint

Education and/or Experience

• High School Diploma Required; College Degree Preferred
• 3-5 years prior experience, preferably within financial services
• Previous experience processing insurance products and providing a high level of Client Service is preferred

Certificates, Licenses, Registration

• Life and Health license

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $58,000 – $89,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

Job Type: Full-time

Pay: $58,000.00 - $89,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial Services: 3 years (Required)
• High Level Client Servicing: 3 years (Required)

Ability to Relocate:

• New York, NY 10175: Relocate before starting work (Required)

Work Location: Hybrid remote in New York, NY 10175