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Winter Park, Florida, United States
Hybrid
Not Available
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:
Qualifications:
Preferred Qualifications:
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!
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