Client Associate (Flexible Work Location)

Layman Diener Borntrager Insurance Agency; Harrisonburg (VA); Hybrid; USD 38,000 - 56,000; Full time

Job summary

Layman Diener Borntrager Insurance Agency seeks a Client Associate to support the Financial Services Division. You will assist with client account opening, onboarding, and service, and collaborate with the marketing team to develop division materials.

You will maintain operating processes, generate reports, manage data across financial services platforms, and build professional relationships with clients while upholding the firm’s BLUEPRINT values.

Qualifications

• High school diploma or equivalent; college courses preferred.
• Ability to obtain licenses/certifications for the division.
• Adherence to regulatory requirements of the broker-dealer and firm.
• Excellent communication and interpersonal skills with clients.
• Strong organizational and time management abilities.
• Self-starter capable of working with little supervision.
• Knowledge of insurance regulations and compliance requirements.
• Understanding of information security, privacy and confidentiality.

Responsibilities

• Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
• Collaborate with the marketing department to develop division specific materials.
• Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards.
• Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency across financial services platforms.
• Cultivate professional relationships with clients by providing high-quality client experience.
• Demonstrate regular and reliable attendance.
• Maintain a strong work ethic with a total commitment to success and consistently demonstrate BLUEprint values daily.
• Other duties as assigned by management.

Skills

Client service

Communication skills

Organizational skills

Self-starter

Insurance regulations

Information security

Education

High school diploma

Job description

Description

*Registered Client Associate Preferred

The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily.

Essential Duties & Responsibilities

• Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
• Collaborate with the marketing department to develop division specific materials.
• Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards.
• Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms.
• Cultivate professional relationships with clients by providing high-quality client experience.
• Demonstrate regular and reliable attendance.
• Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
• Other duties as assigned by management.

Requirements

Education, Requirements, Qualifications & Skills

• High school diploma or equivalent required. Additional college courses and/or office environment experience preferred.
• Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same.
• Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons.
• Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service.
• Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
• Must be a self-starter and capable of completing tasks with little or no supervision.
• Knowledge of insurance regulations and compliance requirements.
• Ability to understand and adhere to all requirements related to information security, privacy and confidentiality always.

Physical Requirements

• Must be physically able to work a minimum of 38 hours per week in the office.
• Must be able to sit for long periods of time, which may include extensive use of personal computers and associated software.
• Must possess the ability to hear, see, and speak.
• Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, and kneel.
• Occasionally required to lift and carry up to 20 pounds.
• Perform with a high-energy level and ability to handle stress-related situations daily.
• Must have a valid state issued driver’s license and have the ability to operate a vehicle.
• Must be able to drive and travel unaccompanied in diverse weather conditions.