Client Services Associate
Posted 12 Oct 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 2+ yrs
- Management level
- Individual contributor
No salary listed for this role.
CertificationsSeries 7, Series 6, Series 63
Study levelAssociate degree or higher
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their LBW **team in _Winter Park, FL.
*While based in Florida, this role supports West Coast operations and will require a work schedule aligned with Pacific Time hours._**
Job Summary:
LBW Insurance & Financial Services, a Foundation Risk Partners company, is seeking a highly organized and client-focused Client Services Associate to support our Financial Advisors and Clients. This role is responsible for account administration, client service, investment operations support, scheduling, reporting, and maintaining accurate client records.
This is an excellent opportunity for an individual looking to grow their career in financial services and wealth management while working in a collaborative, professional environment.
Essential Functions:
- Assist with opening and maintaining client investment accounts.
- Coordinate client service requests and account-related transactions.
- Process wires, EFT/ACH transactions, deposits, transfers, and other account activities.
- Schedule client meetings and manage advisor calendars.
- Maintain accurate client records in CRM and reporting systems.
- Generate quarterly and on-demand investment reports.
- Coordinate with custodians and financial institutions to support account administration.
- Assist with Investment Policy Statements and other client documentation.
- Support advisors with administrative and operational projects.
- Maintain confidentiality and ensure accurate client recordkeeping.
Qualifications:
- Proficiency in Microsoft Office (Outlook, Word, Excel, Teams).
- Strong organizational, communication, and time management skills.
- High attention to detail and accuracy.
- Ability to prioritize multiple tasks and meet deadlines.
- Experience with Salesforce, and/or Schwab platforms.
- Team-oriented with a strong client service mindset.
Preferred Qualifications:
- Associate's or Bachelor's degree.
- Minimum of 2 years of experience in financial services industry or wealth management.