Client Services Associate (Financial Investment Services) at Foundation Risk Partners

FRP offers a comprehensive range of health-related benefits including medical, vision, and dental, plus a 401(k) with company match, company-paid life insurance, STD, LTD, and a generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays.

This is an office-based position in the Winter Park, FL office.

Minimum qualifications include 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, and proven aptitude to collaborate with team members.

Preferred qualifications include an Associate degree or higher, a minimum of 2 years of experience in the financial services industry, experience with the Black Diamond performance reporting system, and experience with Salesforce.

Strong candidates will have the minimum qualifications like excellent communication and organizational skills plus preferred experience in financial services, Black Diamond, and Salesforce, along with the ability to collaborate effectively and scale service delivery.