--- title: 'Client Services Associate at Foundation Risk Partners' canonical: 'https://feeny.ai/job/client-services-associate-foundation-risk-partners-winter-park-zga2qb6ztbbp' type: 'job' last_seen: '2026-10-14' --- # Client Services Associate at Foundation Risk Partners - **Company:** Foundation Risk Partners - **Location:** Winter Park, FL - **Posted:** 2026-10-12 - **Last confirmed live:** 2026-10-14 - **Apply:** https://job-boards.greenhouse.io/foundationriskpartners/jobs/5263687007 ## Job description [Foundation Risk Partners](https://foundationrp.com/), one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their [LBW](http://www.lbwinsurance.com/) team in Winter Park, FL. *While based in Florida, this role supports West Coast operations and will require a work schedule aligned with Pacific Time hours. Job Summary: LBW Insurance & Financial Services, a Foundation Risk Partners company, is seeking a highly organized and client-focused Client Services Associate to support our Financial Advisors and Clients. This role is responsible for account administration, client service, investment operations support, scheduling, reporting, and maintaining accurate client records. This is an excellent opportunity for an individual looking to grow their career in financial services and wealth management while working in a collaborative, professional environment. Essential Functions: - Assist with opening and maintaining client investment accounts. - Coordinate client service requests and account-related transactions. - Process wires, EFT/ACH transactions, deposits, transfers, and other account activities. - Schedule client meetings and manage advisor calendars. - Maintain accurate client records in CRM and reporting systems. - Generate quarterly and on-demand investment reports. - Coordinate with custodians and financial institutions to support account administration. - Assist with Investment Policy Statements and other client documentation. - Support advisors with administrative and operational projects. - Maintain confidentiality and ensure accurate client recordkeeping. Qualifications: - Proficiency in Microsoft Office (Outlook, Word, Excel, Teams). - Strong organizational, communication, and time management skills. - High attention to detail and accuracy. - Ability to prioritize multiple tasks and meet deadlines. - Experience with Salesforce, and/or Schwab platforms. - Team-oriented with a strong client service mindset. Preferred Qualifications: - Associate's or Bachelor's degree. - Minimum of 2 years of experience in financial services industry or wealth management. - Experience with Black Diamond Financial Software. - Currently Securities Licensed, Series 7, or Series 6, and Series 63. Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer 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 & 2 floating holidays! ## About Foundation Risk Partners ## Company Overview - **One-liner**: Foundation Risk Partners is one of the fastest-growing insurance brokerage and consulting firms in the United States, operating through a network of highly respected insurance agencies across the full spectrum of commercial, personal, risk management, and employee benefits. - **Entity Type**: Private (fast-growing, acquisition-driven) - **Headquarters**: Not publicly available (leadership based in Florida; offices across 23 U.S. states) - **Founded**: Not publicly available - **Founders**: Charles Lydecker (Chairman & CEO) and Thomas Tinsley (Co-Founder & Senior Advisor) [foundationrp.com](https://foundationrp.com/overview/) ## Core Business - **Primary industry**: Insurance brokerage and consulting - **Target customers**: B2B (commercial businesses, risk management, employee benefits) and B2C (personal lines insurance) - **Mission or purpose statement**: “Strive for a better you, a better company, and a better community.” FRP emphasizes sustainability, resilience, and client-focused relationships. [foundationrp.com](https://foundationrp.com/overview/) ## Products & Services - **Commercial Insurance**: Comprehensive coverage for property, liability, workers’ compensation, and specialty lines – delivered through a network of partner agencies. [foundationrp.com](https://foundationrp.com/) - **Risk Management**: In-depth analysis of potential exposures, risk prediction, and loss mitigation strategies for families and organizations. [foundationrp.com](https://foundationrp.com/) - **Employee Benefits**: Cost-saving plan designs, attentive execution, and support services to optimize benefits programs for organizations. [foundationrp.com](https://foundationrp.com/) - **Personal Insurance**: Customized personal lines coverage (auto, home, umbrella, etc.) with competitive rates. [foundationrp.com](https://foundationrp.com/) ## Market Standing - **Valuation/Market Cap**: Not publicly available (private company) - **Key Metric**: Headcount of 3,000 professionals across 159 office locations in 23 states (Q2 2026). [foundationrp.com](https://foundationrp.com/careers/) - **Notable Investors/Partners**: Not publicly available; however, the company has a Chief Acquisition Officer (Benjamin Barbieri) indicating a strong M&A growth strategy. [foundationrp.com](https://foundationrp.com/overview/) - **Growth Signals**: - One of the fastest-growing insurance brokerages in the U.S. - 64 open positions listed on Greenhouse (as of mid-2026) spanning accounting, claims, IT, account management, marketing, customer service, and more. [greenhouse.io](http://job-boards.greenhouse.io/foundationriskpartners) - Active 2026 Summer Sales Internship Program and planned 2027 recruiting. [foundationrp.com](https://foundationrp.com/careers/) - National Sales Summit held in Tampa, FL (2026). [foundationrp.com](https://foundationrp.com/) ## Competitive Advantages - **Scale & Network**: 159 offices across 23 states allow FRP to serve clients nationwide with local expertise. - **Collaborative Culture**: Emphasizes a “family of insurance brokers” with shared resources and pooled expertise, differentiating from fragmented competitors. - **Innovation & Technology**: Dedicated Chief Information Officer and Chief Information Security Officer; tech training and modern tools for employees. [foundationrp.com](https://foundationrp.com/overview/) - **Acquisition Engine**: A dedicated Chief Acquisition Officer and a track record of integrating agencies into a unified platform. - **Community Commitment**: Over $1M raised by team members for local communities; formal Sustainability & Resiliency Report launched. [foundationrp.com](https://foundationrp.com/overview/) ## Strategic Focus - **Current priorities**: - Continued organic growth and strategic acquisitions. - Investing in technology and data analytics to enhance client service. - Expanding the Sales Academy and internship pipeline to develop future talent. - Launching the first Sustainability & Resiliency Report to embed transparency and accountability. [foundationrp.com](https://foundationrp.com/overview/) - **Direction**: Strengthen the “network of agencies” model, deepen client relationships, and attract top talent across the U.S. ## Why Work Here - **Culture highlights**: Described as “collaborative,” “innovative,” and “client-focused.” Team members are empowered to support local communities. [foundationrp.com](https://foundationrp.com/careers/) - **Training & Development**: - Sales Academies, on-the-job training, mentoring, and conferences (e.g., National Sales Summit). - Tech training and career discovery programs. [foundationrp.com](https://foundationrp.com/culture-development/) - **Internship Program**: Highly regarded – hands-on experience, mentorship, exposure to executive leadership, and licensing support. Multiple interns have transitioned to full-time roles. [foundationrp.com](https://foundationrp.com/culture-development/) - **Remote/Hybrid Policy**: Not explicitly stated, but positions are listed across many U.S. locations (Florida, California, New York, New Jersey, etc.) suggesting a mix of in-office and potentially hybrid roles. [greenhouse.io](http://job-boards.greenhouse.io/foundationriskpartners) - **Notable Perks**: Career growth paths, support for insurance licensing, 159 office locations enabling geographic flexibility, and a culture that celebrates awards and recognition. ## Sources 1. [Foundation Risk Partners Careers Page](https://foundationrp.com/careers/) 2. [Foundation Risk Partners Homepage](https://foundationrp.com/) 3. [Foundation Risk Partners About / Leadership](https://foundationrp.com/overview/) 4. [Foundation Risk Partners Jobs on Greenhouse](http://job-boards.greenhouse.io/foundationriskpartners) 5. [Foundation Risk Partners Culture & Development](https://foundationrp.com/culture-development/) ## Other roles at Foundation Risk Partners - [Salesforce Enablement Lead](https://feeny.ai/job/salesforce-enablement-lead-foundation-risk-partners-remote-smk12ba6eqhw) - [Financial Planning Advisor](https://feeny.ai/job/financial-planning-advisor-foundation-risk-partners-valencia-897crm38ssm3) — Valencia, CA - [Regional Unit Leader](https://feeny.ai/job/regional-unit-leader-foundation-risk-partners-sacramento-c304htzev19w) — Sacramento, CA - [Marketing Analyst - Commercial Lines](https://feeny.ai/job/marketing-analyst-commercial-lines-foundation-risk-partners-orange-q404mjmmpmn1) — Orange, CA - [Commercial Lines Account Manager](https://feeny.ai/job/commercial-lines-account-manager-foundation-risk-partners-pensacola-jad8w3r9qbtp) — Pensacola, FL - [Client Relationship Manager-Retirement Services](https://feeny.ai/job/client-relationship-manager-retirement-services-foundation-risk-partners-remote-8z34f4wfd7p2) - [Commercial Lines Account Manager](https://feeny.ai/job/commercial-lines-account-manager-foundation-risk-partners-jacksonville-4k09ngn3nqkm) — Jacksonville, FL - [Commercial Lines Account Manager](https://feeny.ai/job/commercial-lines-account-manager-foundation-risk-partners-miami-q55s90vx0rc0) — Miami, FL - [Commercial Lines Account Manager](https://feeny.ai/job/commercial-lines-account-manager-foundation-risk-partners-key-west-nyc6apkm9mhc) — Key West, FL - [Commercial Lines Account Manager](https://feeny.ai/job/commercial-lines-account-manager-foundation-risk-partners-apex-8t5jptjnkmgz) — Apex, NC