Client Services Associate

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    "url": "https://worldinsurance.applytojob.com/apply/jobs/details/HwfJliIERy?&",
    "heading": "Client Services Associate",
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    "description_html": "<div class=\"job_description\">\n\t\t\t\t\t<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\"><b>About Us</b></span><br><span style=\"line-height:normal;\">We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.</span><br><br><span style=\"line-height:normal;\"><b>Position Summary</b></span><br><span style=\"line-height:normal;\">We are seeking a detail-oriented and highly organized <b>Client Services Associate</b> to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience&#8212;from preparing for meetings to supporting account operations and follow-up.</span><br><br><span style=\"line-height:normal;\"><b>Key Responsibilities</b></span><br><span style=\"line-height:normal;\"><b>Client &amp; Advisor Support</b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Schedule client meetings and manage advisor calendars</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Prepare materials, reports, and documentation for client meetings</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Assist advisors with follow-up action items after meetings</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality service</span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\"><b>Account Operations</b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Support new client onboarding</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Open new accounts across multiple custodians</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Process various types of paperwork, forms, and required documentation</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Handle account maintenance requests, including beneficiary updates, address changes, and other service items</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Process money movement requests (transfers, distributions, contributions, etc.)</span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\"><b>External Communication &amp; Coordination</b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Communicate with custodians and external financial institutions such as annuity and insurance carriers</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Track and follow up on outstanding paperwork or service requests</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Maintain accurate client records and ensure compliance with firm and industry standards</span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\"><b>Qualifications</b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">2&#8211;5 years of experience in financial services, wealth management, or a related client service role (preferred)</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Excellent organizational skills with strong attention to detail</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Ability to prioritize and manage multiple tasks in a fast-paced environment</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Strong verbal and written communication skills</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Proficiency with Microsoft Office; experience with CRM systems is a plus</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Professional, positive attitude and a commitment to exceptional client service</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Bachelor&#8217;s degree (preferred)</span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\"><b>What We Offer</b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Competitive salary of <b>$80,000</b></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\"><b>17 PTO days</b> plus all <b>U.S. stock market holidays</b></span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Comprehensive health, dental, and vision insurance</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">401(k) plan with a 4% company match</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Supportive, collaborative team environment</span></span></span></li><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:normal;\">Opportunities for skill development and career growth within the firm</span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><b>Equal Employment Opportunity</b><br>At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.<br><br><strong>To Executive Search Firms and Staffing Agencies:</strong><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World&#8217;s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World&#8217;s Human Resources Talent Department.&#160;<br><br><br>#LI-NH1</span></span>",
    "description_text": "About Us\n We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.\n Position Summary\n We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.\n Key Responsibilities\n Client & Advisor Support Schedule client meetings and manage advisor calendars\n Prepare materials, reports, and documentation for client meetings\n Assist advisors with follow-up action items after meetings\n Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality service\n Account Operations Support new client onboarding\n Open new accounts across multiple custodians\n Process various types of paperwork, forms, and required documentation\n Handle account maintenance requests, including beneficiary updates, address changes, and other service items\n Process money movement requests (transfers, distributions, contributions, etc.)\n External Communication & Coordination Communicate with custodians and external financial institutions such as annuity and insurance carriers\n Track and follow up on outstanding paperwork or service requests\n Maintain accurate client records and ensure compliance with firm and industry standards\n Qualifications 2–5 years of experience in financial services, wealth management, or a related client service role (preferred)\n Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)\n Excellent organizational skills with strong attention to detail\n Ability to prioritize and manage multiple tasks in a fast-paced environment\n Strong verbal and written communication skills\n Proficiency with Microsoft Office; experience with CRM systems is a plus\n Professional, positive attitude and a commitment to exceptional client service\n Bachelor’s degree (preferred)\n What We Offer Competitive salary of $80,000\n 17 PTO days plus all U.S. stock market holidays\n Comprehensive health, dental, and vision insurance\n 401(k) plan with a 4% company match\n Supportive, collaborative team environment\n Opportunities for skill development and career growth within the firm\n Equal Employment Opportunity\nAt World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.\n To Executive Search Firms and Staffing Agencies:\nWorld does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.\n#LI-NH1",
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    "id": "HwfJliIERy",
    "title": "Client Services Associate",
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