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Remote Financial Services Client Associate
Remote / Online - Candidates ideally in
Harrisonburg, Rockingham County, Virginia, 22802, USA
Listed on 2026-07-31
Harrisonburg, Rockingham County, Virginia, 22802, USA
Listing for:
LD&B Insurance and Financial Services
Remote/Work from Home
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Services
Job Description & How to Apply Below
LD&B Insurance and Financial Services is seeking a Client Associate to support the Financial Services Division with client account opening, onboarding, and service. The role also assists with marketing materials and ensures efficient workflows in line with firm policies.
The ideal candidate will have a high school diploma, be able to obtain necessary licenses, and demonstrate strong communication, organizational, and time-management skills while upholding security and confidentiality standards.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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