Client Services Associate

About the job

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…