Remote Financial Services Client Associate

LD&B Insurance and Financial Services; Harrisonburg (VA); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Flexible Work Location

Job summary

LD&B Insurance and Financial Services is seeking a Client Associate to support the Financial Services Division with client account opening, onboarding, and service. The role also assists with marketing materials and ensures efficient workflows in line with firm policies.

The ideal candidate will have a high school diploma, be able to obtain necessary licenses, and demonstrate strong communication, organizational, and time-management skills while upholding security and confidentiality standards.

Qualifications

• High school diploma or equivalent required.
• Ability to obtain licenses/certifications for the division.
• Adherence to regulatory compliance requirements.
• Excellent communication and interpersonal skills.
• Strong organizational and time management skills.
• Must be a self-starter and capable of completing tasks with little supervision.
• Knowledge of insurance regulations and compliance requirements.
• Ability to understand and adhere to information security, privacy and confidentiality.

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 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

Communication

Interpersonal skills

Organizational skills

Time management

Self-starter

Info security

Regulatory compliance

Education

High school diploma or equivalent

College courses/office experience preferred

Job description

LD&B Insurance and Financial Services is seeking a Client Associate to support the Financial Services Division with client account opening, onboarding, and service. The role also assists with marketing materials and ensures efficient workflows in line with firm policies.

The ideal candidate will have a high school diploma, be able to obtain necessary licenses, and demonstrate strong communication, organizational, and time-management skills while upholding security and confidentiality standards.