{"id":2394849,"url":"https://alion.io/job/foundation-risk-partners-client-services-associate","title":"Client Services Associate","company":{"id":2284298,"name":"Foundation Risk Partners","domain":"foundationrp.com","url":"https://alion.io/company/foundationrp","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":85,"open_postings":12,"ghost_share":0,"stale_share":0.417,"repost_share":0,"time_to_fill_p50_days":62,"computed_at":"2026-10-17T05:46:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Winter Park, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":28000,"max_usd":53000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1114},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-12T21:11:47Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-17T06:46:55Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associateto their LBWteam in Winter Park, FL. \n*While based in Florida, this role supports West Coast operations and will require a work schedule aligned with Pacific Time hours.\nJob Summary:\nLBW 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.\nThis 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.\nEssential Functions:\nAssist with opening and maintaining client investment accounts.\nCoordinate client service requests and account-related transactions.\nProcess wires, EFT/ACH transactions, deposits, transfers, and other account activities.\nSchedule client meetings and manage advisor calendars.\nMaintain accurate client records in CRM and reporting systems.\nGenerate quarterly and on-demand investment reports.\nCoordinate with custodians and financial institutions to support account administration.\nAssist with Investment Policy Statements and other client documentation.\nSupport advisors with administrative and operational projects.\nMaintain confidentiality and ensure accurate client recordkeeping.\nQualifications:\nProficiency in Microsoft Office (Outlook, Word, Excel, Teams).\nStrong organizational, communication, and time management skills.\nHigh attention to detail and accuracy.\nAbility to prioritize multiple tasks and meet deadlines.\nExperience with Salesforce, and/or Schwab platforms.\nTeam-oriented with a strong client service mindset.\nPreferred Qualifications:\nAssociate's or Bachelor's degree.\nMinimum of 2 years of experience in financial services industry or wealth management.\nExperience with Black Diamond Financial Software.\nCurrently Securities Licensed, Series 7, or Series 6, and Series 63.\n\nDisclaimer:\nWhile this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.\nEqual Employment Opportunity (EEO):\nFRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.\nBenefits:\nFRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. 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