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

• 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 neededFirm‑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