Client Experience & Operations Associate

Ldbinsurance; Waynesboro (VA); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial services firm in Waynesboro, Virginia is seeking a Client Associate to provide operational assistance and client service. The role includes supporting client account processes and collaborating with marketing. Candidates should have a high school diploma and strong communication skills. Must comply with regulatory requirements and be able to operate in a busy office environment. The position requires a commitment to the firm’s values and maintaining a high-quality client experience.

Qualifications

• Must obtain necessary licenses and certifications for the division.
• Adhere to compliance requirements from regulatory bodies.
• Knowledge of insurance regulations and compliance.

Responsibilities

• Assist with client account opening and service.
• Collaborate with marketing for division materials.
• Maintain efficient operating processes.

Skills

Excellent communication skills

Organizational skills

Interpersonal skills

Self-starter

Education

High school diploma or equivalent

Additional college courses preferred

Job description

A financial services firm in Waynesboro, Virginia is seeking a Client Associate to provide operational assistance and client service. The role includes supporting client account processes and collaborating with marketing. Candidates should have a high school diploma and strong communication skills. Must comply with regulatory requirements and be able to operate in a busy office environment. The position requires a commitment to the firm’s values and maintaining a high-quality client experience.