LD&B Insurance and Financial Services is seeking a Client Associate to support the Financial Services Division with client account opening, onboarding, and service. The role also assists with marketing materials and ensures efficient workflows in line with firm policies.
The ideal candidate will have a high school diploma, be able to obtain necessary licenses, and demonstrate strong communication, organizational, and time-management skills while upholding security and confidentiality standards.
#J-18808-LjbffrRemote Financial Services Client Associate in harrisonburg at Unknown Company
This position is listed as full time and onsite.