Description
The Client Associate supports the Financial Services Division by assisting with client account opening, onboarding, and service; collaborating on marketing materials; maintaining operating processes; performing data entry and reporting; and supporting practice management and special projects. The role requires a high school diploma or equivalent, knowledge of insurance regulations and compliance, strong communication and organizational skills, and the ability to work at least 38 hours per week in the office. The salary range is $21.61-$40.04.
