Insurance - Operations Associate

Position Summary

We are seeking a detail-oriented and professional
Client Service & Operations Associate
to support a wealth management team with client account maintenance, documentation, CRM updates, and executive-level administrative support. This role requires excellent communication, strong follow-through, and the ability to manage time-sensitive financial paperwork with accuracy.

Experience with
Fidelity Investments and/or Charles Schwab
is strongly preferred. Exposure to
life insurance and annuity products
is a plus.

Key Responsibilities

• Process client account maintenance requests (address changes, trust updates, beneficiary changes, divorce-related updates, etc.)
• Prepare and track client documentation (K-1s, 1099s, alternative investment paperwork)
• Update CRM records (Salesforce or similar), including insurance and annuity inputs
• Support client review preparation using tools like eMoney, MoneyGuide...