Candidates with administrative experience in financial services and CRM proficiency will find this client-centric role with cross-regional responsibilities.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Foundation Risk Partners via Greenhouse
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their LBW team in Winter Park, FL.
*While based in Florida, this role supports West Coast operations and will require a work schedule aligned with Pacific Time hours.
Job Summary:
LBW Insurance & Financial Services, a Foundation Risk Partners company, is seeking a highly organized and client-focused Client Services Associate to support our Financial Advisors and Clients. This role is responsible for account administration, client service, investment operations support, scheduling, reporting, and maintaining accurate client records.
This is an excellent opportunity for an individual looking to grow their career in financial services and wealth management while working in a collaborative, professional environment.
Essential Functions:
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.
Qualifications:
Proficiency in Microsoft Office (Outlook, Word, Excel, Teams).
Strong organizational, communication, and time management skills.
High attention to detail and accuracy.
Ability to prioritize multiple tasks and meet deadlines.
Experience with Salesforce, and/or Schwab platforms.
Team-oriented with a strong client service mindset.
Preferred 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.
Disclaimer:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!