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World Insurance Associates LLC · 1 day ago

Client Services Associate

Westborough, MA

Full-time

Onsite

Entry, Mid Level

$80K/yr - $80K/yr

2+ years exp

World Insurance Associates LLC is a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. They are seeking a detail-oriented and highly organized Client Services Associate to support financial advisors with daily operational and administrative tasks, ensuring a smooth client experience.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Schedule client meetings and manage advisor calendars

Prepare materials, reports, and documentation for client meetings

Assist advisors with follow-up action items after meetings

Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality service

Support new client onboarding

Open new accounts across multiple custodians

Process various types of paperwork, forms, and required documentation

Handle account maintenance requests, including beneficiary updates, address changes, and other service items

Process money movement requests (transfers, distributions, contributions, etc.)

Communicate with custodians and external financial institutions such as annuity and insurance carriers

Track and follow up on outstanding paperwork or service requests

Maintain accurate client records and ensure compliance with firm and industry standards

Qualification

Financial services experienceInvestment accounts knowledgeMicrosoft Office proficiencyCRM systems experienceOrganizational skillsCommunication skillsAttention to detailPositive attitude

Required

Excellent organizational skills with strong attention to detail

Ability to prioritize and manage multiple tasks in a fast-paced environment

Strong verbal and written communication skills

Proficiency with Microsoft Office; experience with CRM systems is a plus

Professional, positive attitude and a commitment to exceptional client service

Preferred

2–5 years of experience in financial services, wealth management, or a related client service role

Strong understanding of investment accounts, custodial platforms, or advisor support operations

Bachelor's degree

Benefits

17 PTO days plus all U.S. stock market holidays

Comprehensive health, dental, and vision insurance

401(k) plan with a 4% company match

Supportive, collaborative team environment

Opportunities for skill development and career growth within the firm

Company

World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Founded in 2012

Monmouth Beach, New Jersey, USA

1001-5000 employees