LD&B Insurance and Financial Services is seeking a Client Associate to support the Financial Services Division. You will assist with client account opening, onboarding, and ongoing service, while collaborating with the marketing team to develop division-specific materials.
You will review workflows for efficiency, perform data entry and reporting across financial services platforms, and cultivate strong client relationships while upholding firm policies and confidentiality.
#J-18808-LjbffrFinancial Services Client Onboarding & Service Specialist in harrisonburg at Unknown Company
This position is listed as full time and onsite.