Operations & Client Service Associate

JOB TITLE: Operations & Client Service Associate

LOCATION: Westport, CT- Onsite- In Person 

REPORTS TO: Executive Vice President (Initially)

SALARY TYPE: Exempt COMPENSATION: $50,000-$65,000 Base Salary

POSITION SUMMARY & OVERALL PURPOSE

The Operations & Client Service Associate serves as a key member of the Cedar Point Financial Services LLC team, supporting client service and company president, policy administration, office operations, and business processes. This position is responsible for ensuring a seamless client experience, maintaining operational efficiency, and supporting executives, advisors, and internal departments through accurate execution, follow-through, and proactive communication.

JOB ACCOUNTABILITIES

Client Experience & Office Operations

• Serve as the first point of contact for clients, visitors, and business partners.
• Answer and route incoming phone calls.
• Manage incoming and outgoing mail.
• Coordinate conference room and meeting preparation.
• Maintain office and kitchen supplies.
• Coordinate travel arrangements, reservations, and meeting/event logistics.
• Ensure the office environment remains professional, organized, and client-ready at all times.
• Coordinate and file bills and bill payments

Administrative & Operational Support

• Support New Business case setup and administrative workflows.
• Prepare applications and forms for signature collection and execution.
• Monitor communications to identify and process client data updates.
• Assist with operational projects and process improvement initiatives.
• Maintain accurate records and documentation across firm systems.
• Provide administrative support to leadership and team members as needed.

Client Service & Policy Administration

• Serve as a primary point of contact for client service requests.
• Facilitate policy maintenance transactions, including ownership, beneficiary, billing, payer, and address changes.
• Coordinate directly with insurance carriers to resolve service requests.
• Order in-force illustrations and policy information.
• Prepare policy summaries, statements, and client review materials.
• Obtain policy values and supporting information for client meetings.
• Support premium payment follow-up and policy reinstatement efforts.
• Ensure policy servicing requests are tracked and completed accurately and promptly.

Salesforce & Data Management

• Maintain accurate and up-to-date CRM records.
• Create and update client, policy, and professional relationship records.
• Manage service tasks and workflow tracking.
• Support database maintenance, cleanup, and data integrity projects.
• Ensure client and policy information remains current and complete across all

JOB COMPETENCIES

· Consistently delivers high-quality client experience through responsiveness, professionalism, and attention to detail.

· Effectively manages multiple priorities while maintaining accuracy and meeting deadlines.

· Communicates clearly, professionally, and confidently with clients, colleagues, carriers, and professional partners.

· Identifies issues proactively and works collaboratively to develop practical solutions.

· Demonstrates ownership of responsibilities and follows tasks through to completion.

· Seeks opportunities to improve workflows, efficiency, and operational effectiveness.

Required Skills & Abilities

• Strong organizational and time-management skills.
• Exceptional attention to detail.
• Ability to prioritize and manage multiple responsibilities simultaneously.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office 365, including Outlook, Word, Excel, and Teams.
• Ability to learn and navigate multiple technology platforms.
• Strong client service and relationship management abilities.
• Ability to maintain confidentiality and exercise sound judgment.
• Comfortable working both independently and collaboratively in a team environment.
• Ability to manage competing priorities in a fast-paced setting.

Required Behaviors

• Demonstrates professionalism in all interactions.
• Maintains a positive, client-first attitude.
• Proactively takes initiative and ownership of assigned responsibilities.
• Exhibits reliability, dependability, and follow-through.
• Embraces teamwork and collaboration.
• Remains flexible and adaptable to changing priorities.
• Demonstrates curiosity and a willingness to learn.
• Consistently seeks opportunities to interject, improve processes and outcomes, and add value.
• Upholds Cedar Point Financial Services LLC's standards for integrity, accuracy, and service excellence.

EDUCATION & EXPERIENCE

Education

• Associate's degree or Bachelor's degree preferred but not required.
• Equivalent combination of education and relevant professional experience will be considered.

Experience

• Two or more years of experience in administrative support, operations, client service, financial services, insurance, wealth management, or a related field preferred.

Licensing

• Eagerness to become life and health licensed within six months of employment.
• Willingness to pursue industry-related training and professional development.

COMPENSATION AND BENEFITS

Compensation

• Base salary: $50,000 - $65,00 , commensurate with experience, qualifications, and demonstrated capabilities.

· Goal-based annual bonus program

· Medical, Life, and Disability Insurance

· Retirement Plan

· PTO and Holidays

· Professional Development Opportunities and Support

Why Join Cedar Point Financial Services?

At Cedar Point Financial Services LLC, we believe exceptional client experiences begin with exceptional team members. This role offers the opportunity to become an integral part of a high performing and collaborative team while gaining exposure to multiple facets of financial services, insurance operations, and client relationship management. If you enjoy helping people, creating order from complexity, and contributing to a high-performing team, we encourage you to apply.