World Insurance As
About Us
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
Account Operations
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.)
External Communication & Coordination
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
$70,000
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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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
Account Operations
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.)
External Communication & Coordination
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
$70,000
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.
#LI-GP1
#J-18808-Ljbffr