Client Associate

General Job Description The Client Associate provides professional support to the Financial Services Division. In this role you will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. You will deliver operational assistance through account processing and monitoring, practice management (organize team logistics, maintain contact‑management information systems, and comply with firm policies and industry standards), and special projects. As a representative of the organization you will align personally with the organization’s values as reflected in the LD&B BLUEprint and model these values daily. Responsibilities Assist 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 across all financial services platforms. Build professional relationships with clients by delivering high‑quality client experience. Demonstrate regular and reliable attendance. Maintain a strong work ethic, a total commitment to success, and consistently demonstrate the BLUEprint values every day. Complete other duties as assigned by management. Qualifications High school diploma or equivalent required; additional college courses and/or office‑environment experience preferred. Ability to obtain and maintain current appropriate licenses, certifications, or credentials necessary for the division. Adherence to regulatory compliance requirements and the broker‑dealer and firm policies for non‑registered persons. Excellent communication and interpersonal skills to engage with clients and provide exceptional service. Strong organizational and time‑management skills to handle multiple tasks and prioritize effectively. Self‑starter capable of completing tasks with little or no supervision. Knowledge of insurance regulations and compliance requirements. Registered Client Associate (preferred). #J-18808-Ljbffr