LHH Recruitment Solutions is partnering with a wealth management company in Scottsdale. This organization is looking for a financial customer service representative to join their team. This role will have some hybrid flexibility after you are fully trained. This position requires strong financial services or wealth management industry experience, as well as a Bachelor Degree. The salary range is between $65,000-$75,000

This role involves direct coordination with insurance carriers and plan participants to manage transactional tasks, such as obtaining policy values, completing and submitting forms, and preparing templated client deliverables.

You will be responsible for managing assigned daily tasks, maintaining calendars, supporting projects, and ensuring clear communication across internal teams, carriers, and participants. Success in this role requires strong organizational skills, attention to detail, and a solid understanding of life insurance processes.

Key Responsibilities

• Support internal managers and agents with daily administrative tasks
• Coordinate with carriers and participants on forms, policy values, and instructions
• Prepare standardized client reports and deliverables
• Track tasks and project timelines; follow up to ensure completion
• Maintain clear, professional communication internally and externally
• Attend team meetings and support cross-department collaboration

Qualifications

• 5+ years of experience in life insurance or business planning
• Familiar with life insurance forms, processes, and carrier interactions
• Proficient in Microsoft Word, Excel, and database entry
• Excellent organizational and time management skills
• Strong communication, problem-solving, and follow-through
• Bachelor Degree

Preferred Skills

• Knowledge of estate planning or wealth management
• Calm under pressure and adaptable to changing priorities
• Team-oriented with a proactive, service-driven mindset

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance