Client Services & Operations Associate

LD&B Insurance Services; Waynesboro (VA); On-site; USD 33,000 - 52,000; Full time

Job summary

Layman Diener Borntrager Insurance Agency is seeking a Client Associate to provide client service and support the Financial Services Division. You will assist with onboarding, account processing, and marketing collateral development, while maintaining compliant processes.

Ideal candidates hold a high school diploma, possess strong communication and organizational skills, and are prepared to obtain required licenses.

Qualifications

• High school diploma or equivalent required; college courses are a plus.
• Strong communication and interpersonal skills are essential.
• Organizational skills and time management abilities required.
• Ability to obtain licenses and maintain compliance.
• Respect for 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 all financial services platforms.
• Cultivate professional relationships with clients by providing high-quality client experience.
• Demonstrate regular and reliable attendance and uphold company values daily.
• Other duties as assigned by management.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Self-motivated

Compliance awareness

Data entry proficiency

Education

High school diploma or equivalent

College courses preferred

Job description

Layman Diener Borntrager Insurance Agency is seeking a Client Associate to provide client service and support the Financial Services Division. You will assist with onboarding, account processing, and marketing collateral development, while maintaining compliant processes.

Ideal candidates hold a high school diploma, possess strong communication and organizational skills, and are prepared to obtain required licenses.