Customer Success Specialist - Insurance and Wealth

We're looking for a highly organized, detail-oriented professional to support our insurance and investment advisory practice. You'll play a key role in delivering exceptional client service, managing administrative processes, and supporting financial planning activities. This is a hybrid position with the flexibility to become fully remote.


Responsibilities

Respond to client emails and phone calls with professionalism and careSchedule meetings and coordinate follow-ups with clients and advisorsPrepare and submit insurance applications; track progress and follow up as neededDraft and deliver Reason Why letters and policy delivery packagesMaintain accurate and up-to-date client records and documentationOnboard new clients and guide them through the planning processPrepare investment and insurance paperwork for client signatures and carrier submissionProcess new investment accounts, trades, transfers, and transaction requests (segregated funds only)Assist with financial ...