We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.
Position Summary
We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.
Key Responsibilities
Client & Advisor Support
- 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
Qualifications
- 2–5 years of experience in financial services, wealth management, or a related client service role (preferred)
- Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)
- 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
- Bachelor’s degree (preferred)
What We Offer
- Competitive salary of $80,000
- 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
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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Skills Required
- 2-5 years of experience in financial services or client service role
- Strong understanding of investment accounts and advisor support operations
- Excellent organizational skills with strong attention to detail
- Proficiency with Microsoft Office
- Bachelor's degree
World Insurance Associates LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about World Insurance Associates LLC and has not been reviewed or approved by World Insurance Associates LLC.
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Healthcare Strength — Health coverage is often described as very good, with comprehensive medical, dental, and vision options plus add-ons. Feedback suggests plan breadth and options like HSA/FSA and EAP make the package feel robust.
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Retirement Support — A 401(k) with company match is included, and some roles specify immediate vesting. Feedback suggests the match is seen as competitive to average depending on team and role.
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Leave & Time Off Breadth — PTO is characterized as generous alongside standard paid time off. Feedback suggests time-off offerings are a relative plus even when workloads are demanding.
World Insurance Associates LLC Insights
What We Do
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business
