Client Success & Onboarding Specialist

LD&B Insurance and Financial Services; Harrisonburg (VA); On-site; USD 36,000 - 60,000; Full time

Job summary

LD&B Insurance and Financial Services in Harrisonburg, VA is seeking a Client Associate to support the Financial Services Division by assisting with client accounts, onboarding, and service delivery. You will work with the marketing team to develop division-specific materials and help maintain smooth workflows.

This role requires a high school diploma, strong communication and organizational skills, and the ability to comply with regulatory requirements.

Qualifications

• High school diploma or equivalent required; college courses preferred.
• Ability to obtain licenses or credentials necessary for the division.
• Adherence to compliance and regulatory requirements.

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 standards.
• Perform data entry, generate reports, and maintain proficiency across financial services platforms.
• Cultivate professional relationships with clients by providing high-quality client experience.

Skills

Excellent communication

Time management

Organizational skills

Self-starter

Client service

Education

High school diploma or equivalent

Job description

LD&B Insurance and Financial Services in Harrisonburg, VA is seeking a Client Associate to support the Financial Services Division by assisting with client accounts, onboarding, and service delivery. You will work with the marketing team to develop division-specific materials and help maintain smooth workflows.

This role requires a high school diploma, strong communication and organizational skills, and the ability to comply with regulatory requirements.