TO APPLY - Please click on the following link: https://www.lawleyinsurance.com/careers/retirement-client-service-specialist-buffalo-ny-hybrid/
Lawley is in search of a Client Service Specialist for our retirement team in Buffalo, NY! This position supports the Account Executives, by functioning as a liaison between the client and provider to request plan information, coordinate fund and plan design/analysis changes, and help answer participant questions This position will also assist with preparation of detailed plan summaries; coordinate client presentations and plan reviews with Retirement consultant and Account Executive The ideal candidate would have at least one year of experience in a similar role and willingness to pursue the retirement industry. Lawley is a family-owned organization with strong core values and an emphasis on work/life balance. We encourage continuing education for all associates and support our team members in growing as insurance professionals. This position would include a full package, including benefits, paid parking, and a generous holiday and PTO schedule! If you have some retirement/ investment experience and the desire to join one of the best places to work in Buffalo, please consider applying today!

These are the fundamental components of the job: · This position supports the Account Executive (s), by functioning as a liaison between the client and provider to request plan information, coordinate fund and plan design/analysis changes, and help answer participant questions