Wealth Client Services Specialist

Foundation Risk Partners, Corp.; Orlando (FL); On-site; USD 48,000 - 72,000; Full time

Job summary

Foundation Risk Partners’ LBW Insurance & Financial Services team in Winter Park, FL is seeking a Client Services Associate to support Financial Advisors and clients. You will handle account administration, client service, reporting, and records management in a collaborative environment.

Based in Florida but supporting West Coast operations, the role requires coordinating schedules, processing account activity, and maintaining confidentiality while delivering high-quality service.

Qualifications

• Associate's or Bachelor's degree.
• Minimum of 2 years of experience in financial services industry or wealth management.
• Experience with Black Diamond Financial Software.
• Currently Securities Licensed, Series 7, or Series 6, and Series 63.

Responsibilities

• Assist with opening and maintaining client investment accounts.
• Coordinate client service requests and account-related transactions.
• Process wires, EFT/ACH transactions, deposits, transfers, and other account activities.
• Schedule client meetings and manage advisor calendars.
• Maintain accurate client records in CRM and reporting systems.
• Generate quarterly and on-demand investment reports.
• Coordinate with custodians and financial institutions to support account administration.
• Assist with Investment Policy Statements and other client documentation.
• Support advisors with administrative and operational projects.
• Maintain confidentiality and ensure accurate client recordkeeping.

Skills

Microsoft Office

Organizational skills

Communication skills

Time management

Salesforce

Schwab platforms

Teamwork

Education

Associate's or Bachelor's degree

Tools

Black Diamond Financial Software

Job description

Foundation Risk Partners’ LBW Insurance & Financial Services team in Winter Park, FL is seeking a Client Services Associate to support Financial Advisors and clients. You will handle account administration, client service, reporting, and records management in a collaborative environment.

Based in Florida but supporting West Coast operations, the role requires coordinating schedules, processing account activity, and maintaining confidentiality while delivering high-quality service.