Client Services Associate

Foundation Risk Partners, Corp.; Winter Park (FL); On-site; USD 48,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Company-paid life insurance

Short-Term Disability (STD) and Long‑K

PTO 18 days, 10 holidays, 2 floating

Job summary

Foundation Risk Partners, LBW Insurance & Financial Services, is seeking a Client Services Associate to support our Financial Advisors and clients from Winter Park, FL. The role focuses on account administration, client service, and reporting, helping grow careers in wealth management within a collaborative environment.

Responsibilities include handling account activity, maintaining client records, and coordinating with custodians and institutions.

Qualifications

• Associate's or Bachelor's degree is preferred.
• Minimum of 2 years of experience in financial services or wealth management.
• Experience with Black Diamond Financial Software preferred.
• Currently Securities Licensed (Series 7/6 and 63) preferred.

Responsibilities

• Assist with opening and maintaining client investment accounts.
• Coordinate client service requests and account-related transactions.
• Process wires, EFT/ACH transactions, deposits, transfers, and other account activities.
• Schedule client meetings and manage advisor calendars.
• Maintain accurate client records in CRM and reporting systems.
• Generate quarterly and on-demand investment reports.
• Coordinate with custodians and financial institutions to support account administration.
• Assist with Investment Policy Statements and other client documentation.
• Support advisors with administrative and operational projects.
• Maintain confidentiality and ensure accurate client recordkeeping.

Skills

Microsoft Office Suite

Organizational skills

Communication skills

Time management

Attention to detail

Salesforce/Schwab platforms

Team oriented

Client service mindset

Education

Associate's or Bachelor's degree

Tools

Black Diamond Financial Software

Salesforce

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their LBW team in Winter Park, FL.

*While based in Florida, this role supports West Coast operations and will require a work schedule aligned with Pacific Time hours.

Job Summary:

LBW Insurance & Financial Services, a Foundation Risk Partners company, is seeking a highly organized and client-focused Client Services Associate to support our Financial Advisors and Clients. This role is responsible for account administration, client service, investment operations support, scheduling, reporting, and maintaining accurate client records.

This is an excellent opportunity for an individual looking to grow their career in financial services and wealth management while working in a collaborative, professional environment.

Essential Functions:

• Assist with opening and maintaining client investment accounts.
• Coordinate client service requests and account-related transactions.
• Process wires, EFT/ACH transactions, deposits, transfers, and other account activities.
• Schedule client meetings and manage advisor calendars.
• Maintain accurate client records in CRM and reporting systems.
• Generate quarterly and on-demand investment reports.
• Coordinate with custodians and financial institutions to support account administration.
• Assist with Investment Policy Statements and other client documentation.
• Support advisors with administrative and operational projects.
• Maintain confidentiality and ensure accurate client recordkeeping.

Qualifications:

• Proficiency in Microsoft Office (Outlook, Word, Excel, Teams).
• Strong organizational, communication, and time management skills.
• High attention to detail and accuracy.
• Ability to prioritize multiple tasks and meet deadlines.
• Experience with Salesforce, and/or Schwab platforms.
• Team-oriented with a strong client service mindset.

Preferred Qualifications:

• Associate's or Bachelor's degree.
• Minimum of 2 years of experience in financial services industry or wealth management.
• Experience with Black Diamond Financial Software.
• Currently Securities Licensed, Series 7, or Series 6, and Series 63.

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Foundation Risk Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A 'disabled veteran' is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A 'recently separated veteran' means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An 'active duty wartime or campaign badge veteran' means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An 'Armed forces service medal veteran' means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.