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Orion Placement · 1 month ago

Client Services Representative - Financial Services & Insurance

Salt Lake City, Utah, United States

Full-time

Onsite

Entry Level

$65K/yr - $95K/yr

2+ years exp

Orion Placement is a fast-growing, high-end private wealth and legal services firm supporting high-net-worth clients. The Client Services Representative will serve as a primary point of contact for client requests and provide exceptional service in financial and insurance workflows, ensuring a seamless client experience.

Staffing & Recruiting

Responsibilities

Serve as a primary point of contact for client requests, updates, service needs, and follow-ups

Schedule and prepare client meetings, including agendas and attendance confirmations

Provide timely updates and set clear expectations throughout the service process

Assist with new business and ongoing service for financial and insurance products

Prepare, review, and submit applications and documents to carriers and service partners

Track cases through underwriting, approvals, delivery, and post-issue service

Coordinate with carriers, custodians, and vendors to ensure timely processing

Monitor and resolve pending items or missing documentation quickly and accurately

Support compliance through accurate documentation, suitability materials, and organized files

Maintain CRM notes, case pipelines, and tracking reports

Improve workflows and templates to increase efficiency and reduce errors

Support retention and client satisfaction by delivering a polished, empathetic client experience

Qualification

Financial services experienceClient service experienceOrganizational skillsCRM proficiencyCommunication skillsProactiveDetail-orientedConfidential information handling