Financial Services Client Associate

Hrchamber; Waynesboro (VA); On-site; USD 30,000 - 34,000; Full time

Job summary

Hrchamber in Virginia is seeking a Client Associate to support the Financial Services Division with client onboarding, service delivery, and marketing collaboration. The role emphasizes accurate data entry, strong client interaction, and adherence to firm policies.

Ideal candidates hold a high school diploma, are team-oriented, and can manage multiple tasks with minimal supervision while maintaining the organization’s BLUEPRINT values.

Qualifications

• High school diploma or equivalent required.
• Ability to obtain licenses or credentials as needed.
• Strong communication and interpersonal skills for client service.
• Excellent organizational and time-management abilities.
• Self-motivated with minimal supervision.

Responsibilities

• Assist with client account opening, onboarding, and service.
• Collaborate with Marketing to develop division materials.
• Maintain efficient workflows and adhere to firm policies.
• Perform data entry, generate reports, and use financial services platforms.
• Build professional client relationships and provide high-quality service.

Skills

Excellent communication

Interpersonal skills

Time management

Self-starter

Education

High school diploma or equivalent

Additional college courses or office experience

Job description

* Registered Client Associate (preferred) Hiring Range $21.61-$25.69

General Job Description

The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily.

Essential Duties & 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 and mastery across all financial services platforms.


• Cultivate professional relationships with clients by providing high-quality client experience.


• Demonstrate regular and reliable attendance.


• Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.


• Other duties as assigned by management.

Education, Requirements, Qualifications & Skills

• High school diploma or equivalent required. Additional college courses and/or office environment experience preferred.


• Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same.


• Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons.


• Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service.


• Strong organizational and time management skills to handle multiple tasks and prioritize effectively.


• Must be a self-starter and capable of completing tasks with little or no supervision.


• Knowledge of insurance regulations and compliance requirements.

Additional Postings available from LD&B Insurance and Financial Services