Wealth Client Services Specialist
Listed on 2026-10-18
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Finance & Banking
Banking & Finance, Financial Services
Foundation Risk Partners’ LBW Insurance & Financial Services team in Winter Park, FL is seeking a Client Services Associate to support Financial Advisors and clients. You will handle account administration, client service, reporting, and records management in a collaborative environment.
Based in Florida but supporting West Coast operations, the role requires coordinating schedules, processing account activity, and maintaining confidentiality while delivering high-quality service.
As a Wealth Client Services Specialist, you will play an important part at Foundation Risk Partners, Corp. in Orlando, FL, United States.
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 Orlando, FL, United States.
This opportunity is part of our work in Finance, Human Resources.
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