Foundation Risk Partners · 1 day ago
Client Services Associate (Financial Investment Services)
Winter Park
Full-time
Onsite
Entry Level
2+ years expFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are adding a Client Services Associate to their Independent Registered Investment Team at Advus Financial Partners. The role involves supporting the firm's advisors and clients, assisting with client operations, reporting, and providing general office support.
InsuranceRisk Management
Responsibilities
Assist in the establishment and maintenance of client investment accounts
Assist in the fulfillment of client requests for information about their accounts
Work with investment custodians to ensure the smooth operation of client accounts
Maintain accurate client data in the firm database(s)
Assist in the development and maintenance of the client Investment Policy Statement
Assist in cashiering functions, including the processing of wires, checks, EFT/ACH transactions, deposits and security transfers
Assist in transmitting securities trades to the investment brokerage firms
Maintain client account data in the firm’s portfolio accounting and performance reporting system
Run quarterly and on demand investment reports as needed
Assist in data input into the portfolio accounting system when necessary
Provide general consultant and office support as needed
Qualification
Required
Strong Outlook and MS Office skills
Excellent communication, organizational, critical thinking and time management skills
The ability to think beyond the task at hand and create structure to effectively deliver service at a larger scale
The proven aptitude to successfully collaborate with other team members to provide the optimal experience for clients
Preferred
Associate degree or higher
A minimum of 2 years of experience in the financial services industry
Experience with the Black Diamond performance reporting system
Experience with Salesforce
Benefits
Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
Leadership Team
Charlie Lydecker
President & CEO
Thomas Tinsley
Chief Administrative Officer
Recent News
The Harvard Law School Forum on Corporate Governance
2025-06-29
Lane Report | Kentucky Business & Economic News
2025-06-22
Morningstar.com
2025-05-05
Company data provided by crunchbase