Client Associate

General Job Description The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily. Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service. Collaborate with the marketing department to develop division specific materials. Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards. Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms. Cultivate professional relationships with clients by providing high-quality client experience. Demonstrate regular and reliable attendance. Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day. Other duties as assigned by management. Posted: 03/11/2026 Financial Services Registered Client Associate (preferred) General Job Description The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily. Essential Duties & Responsibilities Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service. Collaborate with the marketing department to develop division specific materials. Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards. Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms. Cultivate professional relationships with clients by providing high-quality client experience. Demonstrate regular and reliable attendance. Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day. Other duties as assigned by management. Education, Requirements, Qualifications & Skills High school diploma or equivalent required. Additional college courses and/or office environment experience preferred. Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same. Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons. Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service. Strong organizational and time management skills to handle multiple tasks and prioritize effectively. Must be a self-starter and capable of completing tasks with little or no supervision. Knowledge of insurance regulations and compliance requirements. LD&B Insurance and Financial Services 201 Osage Ln Waynesboro VA 22980 View phone number on click.appcast.io View phone number on click.appcast.io Visit Website Additional Postings available from LD&B Insurance and Financial Services Employee Benefits Account Representative Employee Benefits Administrative Assistant (Processing) Personal Lines Account Representative Employee Benefits Consultant Business Directory Events Calendar Hot Deals Member To Member Deals Job Postings Contact Us Share Print Email Facebook Twitter LinkedIn Tell a Friend #J-18808-Ljbffr