Financial Services Client Onboarding & Service Specialist

Hrchamber; Harrisonburg (VA); Hybrid; USD 42,000 - 60,000; Full time

Job summary

LD&B Insurance and Financial Services is seeking a Client Associate to support the Financial Services Division. You will assist with client account opening, onboarding, and ongoing service, while collaborating with the marketing team to develop division-specific materials.

You will review workflows for efficiency, perform data entry and reporting across financial services platforms, and cultivate strong client relationships while upholding firm policies and confidentiality.

Qualifications

• High school diploma or equivalent required. Additional college courses and/or office environment experience preferred.
• Ability to obtain current licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same.
• Adherence to compliance requirements of 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.
• Ability to understand and adhere to all requirements related to information security, privacy and confidentiality always.

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.

Skills

Client service

Marketing collaboration

Data entry

Organization

Communication skills

Time management

Self-starter

Information security awareness

Education

High school diploma or equivalent

Office environment experience preferred

Tools

CRM/Contact Management Systems

Financial Services Platforms

Job description

LD&B Insurance and Financial Services is seeking a Client Associate to support the Financial Services Division. You will assist with client account opening, onboarding, and ongoing service, while collaborating with the marketing team to develop division-specific materials.

You will review workflows for efficiency, perform data entry and reporting across financial services platforms, and cultivate strong client relationships while upholding firm policies and confidentiality.