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Financial Services Client Associate

Job in Harrisonburg, Rockingham County, Virginia, 22802, USA
Listing for: LD&B Insurance Services
Full Time, Part Time position
Listed on 2026-07-26
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Services
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
Job Description & How to Apply Below
Position: Flexible-Location Financial Services Client Associate

Layman Diener Borntrager Insurance Agency is seeking a Client Associate to support the Financial Services Division. The role emphasizes client onboarding, service, and collaborative marketing efforts. Flexible work location offers adaptability while maintaining high service standards.

The position requires a high school diploma, licensing readiness, and a strong focus on compliance, communication, and process efficiency. A self-starting, detail-oriented professional will thrive here.

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Position Requirements
10+ Years work experience
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