About this opportunity
Hrchamber lists this Financial Services Client Onboarding & Service Specialist opportunity in harrisonburg, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
LD&B Insurance and Financial Services is seeking a Client Associate to support the Financial Services Division. You will assist with client account opening, onboarding, and ongoing service, while collaborating with the marketing team to develop division-specific materials.
You will review workflows for efficiency, perform data entry and reporting across financial services platforms, and cultivate strong client relationships while upholding firm policies and confidentiality.
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Worksite address
harrisonburg, VA, 22802, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.