Financial Services Account Associate

Support client communications and investment documentation as a Financial Services Account Associate with Masters Insurance in a hybrid work schedule. Excel proficiency strengthens this client-facing opportunity.This Account Associate works with Financial Advisors and their teams to engage clients, prepare materials, and schedule meetings. The position manages routine inquiries, onboarding, paperwork workflows, compliance documentation, and transaction follow-ups. Strong organization, communication, and problem-solving support accurate service across investment activities.Key Responsibilities:
Maintain productive working relationships with clients and advisorsPrepare presentation documents for client meetingsCoordinate paperwork, signatures, follow-ups, and compliance workflowsConfirm transaction accuracy and resolve fund company discrepanciesProcess investment documentation, trades, filing, and communicationsRequirements:
Three or more years of industry experienceCompleted mutual funds license through an accepted providerProficiency in Microsoft Office, especially ExcelEffective written and verbal communication skillsStrong organization, accuracy, and time management abilitiesBring investment documentation, client coordination, Excel, and compliance skills to Masters Insurance’s Financial Services Account Associate position.
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