Series 65 Licensed Client Associate

Job Summary

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