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Firm Summary:
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Washington, D.C., Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Winged Keel Group’s Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion.
As a Client Services Analyst you will not only learn about servicing life insurance for the wealthiest families in the country and providing highly complex reporting, you will also develop task management and time management skills, effective communication skills, MS Excel Skills, and an exceptional attention to detail. The work is intellectually stimulating and challenging, and hard work is recognized and rewarded.
Position Responsibilities:
Ideal Candidate Will Possess the Following:
Compensation / Benefits:
Full Time
$60k-79k (estimate)
08/02/2024
08/30/2024
The job skills required for Client Services Analyst include Client Service, Initiative, Time Management, Financial Services, Presentation, Brokerage, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Analyst positions, which can be used as a reference in future career path planning. As a Client Services Analyst, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Analyst. You can explore the career advancement for a Client Services Analyst below and select your interested title to get hiring information.