Client Service Associate

3 days ago


Norfolk, Virginia, United States LINEAGE WEALTH MANAGEMENT INC Full time
Job Summary

Lineage Wealth Management Inc. is seeking a highly motivated Client Service Associate to join our team in Downtown Norfolk. As a key member of our client services team, you will provide exceptional support to our clients, ensuring their needs are met with professionalism and care.

The ideal candidate will have a valid Virginia Life & Health Insurance License, 1 year of business experience, and 1 year of administration experience. Strong communication and interpersonal skills are essential for this role.

Key Responsibilities:

  • Provide exceptional support to clients, addressing inquiries and resolving issues efficiently
  • Assist in managing client accounts and ensure a high level of client satisfaction
  • Collaborate with team members to meet client needs and provide solutions
  • Maintain accurate records and manage administrative tasks as required

Requirements:

  • Valid Virginia Life & Health Insurance License
  • 1 year of business experience
  • 1 year of administration experience
  • Ability to pass an FBI background check and drug test
  • Strong communication and interpersonal skills
  • Detail-oriented with excellent organizational abilities

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for growth and professional development
  • A competitive salary and benefits package


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