Series 65 Licensed Client Associate
Job Summary
To support a high-performance environment, the full-time salaried Series 65 Licensed Client Associate will manage operational tasks including processing investment and insurance paperwork, maintaining accurate CRM data, and ensuring timely follow-through on client service requests in a remote setting.
Key responsibilities
- Prepare and process investment and insurance paperwork with precision and accuracy
- Coordinate new account onboarding and manage underwriting processes proactively
- Serve as the primary point of contact for client inquiries and maintain strong relationships with existing clients
Required qualifications
- Three or more years of experience in financial services, client service, or operations
- 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 in Business, Marketing, Communications, Finance, or related field preferred
Complete Job Description
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