Registered Client Associate & Operations Coordinator

Registered Client Associate & Operations Coordinator Join Foster Klima, a respected financial services agency, as a Registered Client Associate & Operations Coordinator. In this role, you'll support our team across Insurance, Investments, and Firm-Wide Operations, playing a vital part in ensuring smooth operations and exceptional client experiences. You're a detail-oriented, proactive professional who thrives in a dynamic, fast-paced environment. With us, you'll have the opportunity to evolve your role as our departments grow, making a meaningful impact on both clients and advisors. At Foster Klima, we're committed to your growth and success. We offer a collaborative work environment where you can work with clients nationwide, once licensed. You'll benefit from ongoing development and competitive compensation, all while being a part of innovative projects that contribute to financial achievement. If you're ready to join a team that values empowerment and professionalism, we'd love to hear from you. Let's build lasting financial success together. Responsibilities Insurance & Investment Services Develop mastery of core operational systems (account opening, servicing, etc.) Address and resolve all incoming firm-level client inquiries related to insurance & investments Assist with introducing the appropriate advisor based on each client's needs Design and execute client engagement strategies Review and follow up on any outstanding issues related to advisor compensation Serve as a solution-oriented troubleshooting resource for our advisors and their teams related to operational issues Assist the Director of Wealth Management with coordinating training meetings and events Support the onboarding and development of new investment advisors Assist candidates in preparing for investment certification exams Provide general support to the firm as needed Firm-Wide Operations Help support planning and preparation for firm-wide events Support firm-wide compliance initiatives Handle firm mail needs and manage incoming customer inquiries across email, the website, and other channels Qualifications Preferred Skills: Exceptional organizational skills with the ability to multitask and prioritize effectively Demonstrated commitment to delivering outstanding customer service High attention to detail and accuracy Proactive and self-motivated problem solver Proficiency in computer programs, including Microsoft Excel, Word, and Outlook Requirements: Hybrid: 3 days in-office per week At least 1 year of experience in the financial services industry (3+ years preferred) Life, Accident & Health Insurance License Series 6 & 63 required (or 7/66) Compensation $60,000 - $90,000 yearly DOE About Foster Klima Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we're committed to helping clients and our advisors build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being. Let's Talk! If you're ready to start a career that offers purpose, flexibility, and development, we'd love to hear from you. No sales territory restrictions you can work with clients across the U.S. once licensed.