Financial Services Client Associate

Harrisonburg-Rockingham Chamber of Commerce; Waynesboro (VA); On-site; USD 29,769 - 35,390; Full time

Job summary

The Harrisonburg-Rockingham Chamber of Commerce is seeking a Registered Client Associate to support its Financial Services Division, providing client service and assisting with marketing initiatives.

The role involves account processing, data entry, and maintaining client management information systems while upholding the organization’s BLUEprint values daily.

Qualifications

• High school diploma or equivalent required; college courses or office experience preferred.
• Ability to obtain licenses/certifications applicable to the division.
• Must adhere to regulatory/compliance requirements.
• Excellent communication and interpersonal skills to engage with clients.
• Strong organizational and time management skills to handle multiple tasks.
• Self-starter capable of completing tasks with minimal supervision.
• Knowledge of insurance regulations and compliance requirements.

Responsibilities

• Assist with client account opening, onboarding, and service.
• Collaborate with marketing to develop division materials.
• Review and maintain processes for efficient workflows.
• Perform data entry, generate reports, and use financial services platforms.
• Cultivate professional client relationships with high-quality service.
• Demonstrate regular attendance and align with BLUEPRINT values.
• Other duties as assigned by management.

Skills

Communication skills

Organizational skills

Time management

Self-motivation

Compliance awareness

Education

High School Diploma

Additional college courses/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 (organises 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.

Location

201 Osage Ln Waynesboro VA 22980

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