Client Services & Onboarding Specialist

Layman Diener & Borntrager Insurance Agency, Inc.; Harrisonburg (VA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Layman Diener & Borntrager Insurance Agency, Inc. is seeking a Registered Client Associate to support the Financial Services Division. You will assist with client account opening, onboarding, service, and marketing collaboration, while maintaining compliant operating processes and data accuracy.

The role emphasizes client relationships, professional communication, and adherence to firm policies and industry standards, with a focus on information security and confidentiality.

Qualifications

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

Responsibilities

• Provide client service and onboarding for the Financial Services Division.
• Collaborate with the marketing department to develop division materials.
• Review operating processes to ensure efficient workflows and policy adherence.
• Perform data entry, generate reports, and use financial services platforms.
• Cultivate professional client relationships and deliver high-quality service.
• Demonstrate reliable attendance and uphold BLUEprint values.
• Assist management with other duties as assigned.

Education

High school diploma

Tools

MS Office

CRM systems

Data reporting tools

Job description

Layman Diener & Borntrager Insurance Agency, Inc. is seeking a Registered Client Associate to support the Financial Services Division. You will assist with client account opening, onboarding, service, and marketing collaboration, while maintaining compliant operating processes and data accuracy.

The role emphasizes client relationships, professional communication, and adherence to firm policies and industry standards, with a focus on information security and confidentiality.