Wealth Management: Client Services Associate

Foundation Risk Partners, Corp.

Winter Park (FL)

On-site

USD 48,000 - 66,000

Full time

8 days ago

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Benefits offered by this job

401(k) with company match

Company-paid life insurance

Short-Term Disability (STD) and Long‑K

PTO 18 days, 10 holidays, 2 floating

Job summary

Foundation Risk Partners, LBW Insurance & Financial Services, is seeking a Client Services Associate to support our Financial Advisors and clients from Winter Park, FL. The role focuses on account administration, client service, and reporting, helping grow careers in wealth management within a collaborative environment.

Responsibilities include handling account activity, maintaining client records, and coordinating with custodians and institutions.

Qualifications

Associate's or Bachelor's degree is preferred.
Minimum of 2 years of experience in financial services or wealth management.
Experience with Black Diamond Financial Software preferred.
Currently Securities Licensed (Series 7/6 and 63) preferred.

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.