Client Services Representative

Role Overview

• Serve as the primary point of contact for clients, addressing inquiries, coordinating appointments, and guiding them through services.
• Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account setup of Estate Planning Software.
• Provide support for scheduling consultations, review meetings, and strategy sessions for clients.
• Maintain detailed records of client interactions, preferences, and key milestones in the planning process.
• Collaborate with LWS advisors, Wealth Managers and Client Service team members to streamline workflow and communications.
• Prepare and organize materials for client signings and notarizations.
• Review all executed client documents for accuracy and completeness.
• Prepare and send client communications such as follow-up emails, summaries, reminders, and satisfaction surveys.
• Assist with internal process improvements to elevate client experience and departmental efficiency.

Requirements

• 2+ years of client service or administrative support experience in financial services, estate planning, or wealth management.
• Exceptional organizational skills with attention to detail.
• Comfortable using CRM software, scheduling tools, and Microsoft Office Suite.
• Clear, professional communication style—both written and verbal.
• Empathy, discretion, and adaptability when working with clients across various backgrounds.
• Handle sensitive financial and personal information with the utmost confidentiality.
• Associate’s or Bachelor’s degree in Business, Finance, or related field (or equivalent work experience) preferred.

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.