Client Services Associate (Financial Investment Services)
Foundation Risk PartnersWinter Park, Florida, United States
Posted August 18, 2025
Full Time
About the Company
Foundation Risk Partners is a leading insurance brokerage and consulting firm specializing in middle markets, mergers and acquisitions, property and casualty insurance, employee benefits, and organic growth. With a strategic focus on complementary expertise, coverage, and cultural fit, the company offers transparent integration and leadership services to drive success for its partners and clients.
Job Description
Foundation Risk Partners is hiring a Client Services Associate to join their Independent Registered Investment Team at Advus Financial Partners in Winter Park, FL. The role supports advisors and clients, assisting with client operations, client reporting, and general support. It emphasizes client service and collaboration.
Requirements
- Strong Outlook and MS Office skills
- Excellent communication, organizational, critical thinking and time management skills
- Ability to think beyond the task at hand and create structure
- Ability to collaborate with other team members
- Associate degree or higher preferred
Benefits
- Medical
- Vision
- Dental
- 401(k) with company match
- Life Insurance
- STD
- LTD
- PTO
- Paid holidays
