Flexible-Location Financial Services Client Associate

LD&B Insurance Services; Harrisonburg (VA); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Layman Diener Borntrager Insurance Agency is seeking a Client Associate to support the Financial Services Division. The role emphasizes client onboarding, service, and collaborative marketing efforts. Flexible work location offers adaptability while maintaining high service standards.

The position requires a high school diploma, licensing readiness, and a strong focus on compliance, communication, and process efficiency. A self-starting, detail-oriented professional will thrive here.

Qualifications

• High school diploma required.
• Ability to obtain licenses or credentials as needed.
• Adherence to regulatory and firm compliance requirements.
• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities.
• Self-starter capable of working with minimal supervision.
• Knowledge of insurance regulations and data security principles.

Responsibilities

• Provide client service for the Financial Services Division, including account opening and onboarding.
• Collaborate with marketing to develop division-specific materials.
• Review processes to ensure efficient workflows and compliance with firm policies.
• Perform data entry, generate reports, and operate across financial services platforms.
• Build professional client relationships and ensure high-quality service.
• Demonstrate reliable attendance and a strong work ethic aligned with BLUEprint values.
• Support miscellaneous duties as assigned by management.

Skills

Communication skills

Interpersonal skills

Organizational skills

Time management

Self-starter

Licensing knowledge

Regulatory compliance

Education

High school diploma

Job description

Layman Diener Borntrager Insurance Agency is seeking a Client Associate to support the Financial Services Division. The role emphasizes client onboarding, service, and collaborative marketing efforts. Flexible work location offers adaptability while maintaining high service standards.

The position requires a high school diploma, licensing readiness, and a strong focus on compliance, communication, and process efficiency. A self-starting, detail-oriented professional will thrive here.