The Client Relationship Specialist will use their knowledge of life insurance and client service experience to follow our processes and procedures and prepare client deliverables to provide best-in-class service to our ultra-high-net-worth clients. Main responsibilities include completing life insurance portfolio reviews and executing projects/tasks that will keep the client’s portfolio aligned with their custom-designed planning.
This person must have an exceptional level of attention to detail, can change work focus quickly while maintaining accuracy, and independently organize work while staying on track with priorities. Interacting and communicating in a professional manner successfully and effectively with clients, advisors, and producers to coordinate and implement intermediate to complex plan designs while keeping information and data confidential are critical given the nature of the position and work.