Client Services & Onboarding Associate

LD&B Insurance and Financial Services; Waynesboro (VA); On-site; USD 35,000 - 50,000; Full time

Job summary

LD&B Insurance and Financial Services is seeking a Client Associate in Waynesboro, Virginia. This role involves providing support to the Financial Services Division, assisting with client onboarding and service, and collaborating with marketing. Candidates must possess a high school diploma and excellent communication skills. Strong organizational abilities and knowledge of insurance regulations are essential. The position requires a self-starter capable of handling multiple tasks and showcasing the company's values effectively.

Qualifications

• Ability to obtain necessary licenses and certifications.
• Adherence to compliance requirements for non-registered persons.
• Self-starter capable of completing tasks with minimal supervision.

Responsibilities

• Support client account opening, onboarding, and service.
• Collaborate with marketing to develop specific materials.
• Maintain efficient workflows adhering to policies and standards.

Skills

Excellent communication skills

Strong organizational skills

Time management

Knowledge of insurance regulations

Education

High school diploma or equivalent

Additional college courses or office experience

Job description

LD&B Insurance and Financial Services is seeking a Client Associate in Waynesboro, Virginia. This role involves providing support to the Financial Services Division, assisting with client onboarding and service, and collaborating with marketing. Candidates must possess a high school diploma and excellent communication skills. Strong organizational abilities and knowledge of insurance regulations are essential. The position requires a self-starter capable of handling multiple tasks and showcasing the company's values effectively.