Financial Services Client Onboarding & Service Specialist
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
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.
This role is for the Financial Services Client Onboarding & Service Specialist role at Hrchamber.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Harrisonburg, VA, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 42.000 - 60.000.
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