Client Service Advisor

Schechter Wealth


This role is an exceptional position for someone who has a strong desire to assist high net-worth clients and their families with their existing life, disability, and long term care insurance policies. Schechter is a high-growth firm that maintains a white-glove “Clients’ Needs First” attitude for all of our clients. We are seeking a creative, organized, detail-oriented team player to contribute to the growth and profitability of our company by providing and delivering excellent customer service that results in a “WOW” experience.. This individual will be placed in a thriving growth environment and have the opportunity to make an immediate impact within our service team.

Essential Job Functions

• Communicating and establishing a significant relationship with our clients and advisors
• Fields and responds to client insurance inquiries in a timely manner regarding existing life, disability and long term care policies
• Obtains critical details relating to insurance policies and delivers those details through means of professional communication
• Provides service (advice and forms) for all existing policies, including, but not limited to, premiums, reinstatements, policy changes, values, beneficiary changes, summaries and death claims
• Work in tandem with our insurance carrier partners and their service teams to provide the client with timely responses
• Provide ongoing reporting and be able to effectively communicate the results of that report to a client
• Maintain detailed notes in our CRM and be able to stay extremely organized while balancing multiple tasks at once
• Maintains the integrity of the client database and electronic files

Skills / Experience

• Bachelor’s degree preferred
• Experience: 1-4 years life insurance experience or in a customer service-oriented field
• Detailed oriented team player
• Motivation and passion towards process improvement
• Strong computer skills, particularly with Microsoft Office
• Strong intellectual curiosity to understand complex financial products and legal concepts
• Strong written and verbal communication skills to be able to explain complex concepts to our clients and their financial and legal advisors.
• Enthusiasm – the company’s culture is based on meeting the client’s needs and exceeding their expectations
• Discretion/confidentiality a MUST in this position

Please send your resume to

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