To support a high-performance environment, the full-time Series 65 Licensed Client Associate will manage client service requests, process investment and insurance paperwork, and ensure accurate data management while working remotely. Key responsibilities: Prepare and process investment and insurance paperwork with precision, ensuring timely follow-through Manage new account onboarding and coordinate underwriting processes, proactively communicating with clients and team members Maintain data integrity in Salesforce and serve as the point of contact for client inquiries related to investment and insurance products Required qualifications: Three or more years of experience in financial services, client service, or operations in a professional services environment Strong competency in Microsoft Office, particularly Excel Experience with Salesforce is strongly preferred Demonstrated ability to manage multi-step workflows from start to finish BA/BS preferred in Business, Marketing, Communications, Finance, or a related field; Series 65 preferred or must obtain within six months of hire