Team Support Coordinator, Client Services

NFP•New York, NY

25d•$60,000 - $75,000

About The Position

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. The Team Support Coordinator plays a crucial role in ensuring the smooth and efficient operation of our fast-paced customer service team. This role is designed for a proactive, highly organized professional who thrives on creating order, optimizing workflows, and ensuring our leadership and Client Service Associates (CSAs) are positioned for success. By managing complex logistics, data integrity, and the end-to-end onboarding experience, you enable our team to focus on what they do best: delivering an outstanding client experience. The ideal candidate is highly organized, proactive, a strong communicator, and possesses a keen eye for detail, with a passion for supporting team success.

Requirements

Can effectively navigate within Lenox, MassMutual, NFP for support/resources
Has knowledge of the products/services Lenox offers its clients
Microsoft office skills (Outlook, Word, Excel and PowerPoint)
Calendar Management in outlook
Insurance product knowledge (life, disability and long term care)
Presents an appropriate professional appearance and demeanor
Presents a cheerful, positive demeanor with the clients they service (internal and/or external)
Consistently presents a friendly impression on others
Comfortable managing multiple priorities simultaneously
Strong interpersonal skills and a collaborative mindset
Has a strong sense of urgency about solving problems and getting work done
Reads situations quickly and accurately
High attention to detail
Embraces technology with optimism and positivity
Dedicated to exceeding internal and external client expectations
Handles stressful situations with calm and poise
Keeps others informed on the status of assigned work
Exceptional organizational skills
Exceptional administrative skills
Advanced technology skills
Demonstrates a high level of dependability in all aspects of the job
Behaves in a way that leads others to trust him/her
Willingly assist others who may need help with completing work assignments to deliver on a client promise
Respects the confidentiality of information
Takes responsibility and accountability

Responsibilities

Assist the Client Services leadership team by drafting and distributing relevant notifications and updates to Client Service Associates (CSAs).
Coordinate and schedule team meetings; own the lifecycle of the meeting by preparing agendas, taking attendance and recording minutes for distribution.
Help manage and prioritize incoming team inquiries and requests to ensure timely, high-quality responses.
Assist in the creation and tracking of conservation tasks to support client retention efforts.
Manage the end-to-end logistics for Client Service onboarding and off-boarding tasks to ensure a seamless experience.
Handle the creation and assignment of all technical development tasks for new CSAs.
Facilitate the first-day setup for new hires, ensuring all systems, hardware, and workspace requirements are met.
Create and maintain the new hire training calendar; schedule all internal subject matter expert (SME) meetings.
Lead training for core systems including MOSAIC, Compass, and the Intranet.
Provide new hires with comprehensive overviews of Company History, Computer Systems, General Office Operations, and Marketing resources.
Serve as the internal Subject Matter Expert for MOSAIC and core platforms; provide hands-on guidance and troubleshooting for the CSA team.
Execute protocols for Duplicate Resolution and Data Consistency within MOSAIC; partner with the Data Feed team to ensure carrier data accuracy.
Analyze and distribute reports from the Service-to-Sales dashboard, identifying key opportunities for CSAs to drive growth for their Relationship Managers.
Support the Client Service Manager in the client transition process during staffing changes to maintain service continuity.
Proactively audit and refine internal documentation and workflows to eliminate friction and improve overall team efficiency.
Serve as an extension to the Conservation team to print and mail correspondence to clients