ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Copeland Insurance Group
The Client Service Associate provides operational and administrative support to financial advisors, handling account setup, maintenance, transfers, and client reporting. The role involves coordinating client meetings, delivering superior customer service, and ensuring compliance with regulatory and company standards.
Headquarters
Longview, Texas, United States
Company Size
51-200 employees
Founded
1962
Copeland Insurance Group is an independent insurance agency based in Findlay, Ohio, serving clients across the state. Founded as a modern revival of a trusted family legacy, they offer a wide range of personal and business insurance solutions, including home, auto, life, commercial property, and industry-specific coverage. As a locally rooted agency, they emphasize one-on-one guidance, attentive service, and building lasting client relationships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Copeland Insurance Group.
Copeland Insurance Group didn’t post a salary, so this is our estimate from similar listings.
26% below the average for this role
Senior Registered Client Service Associate
Raymond James
Registered Private Client Associate
Janney Montgomery Scott LLC
Registered Client Service Associate (Cottonwood Heights, UT)
Raymond James
Registered Client Service Associate
Morgan Stanley
Registered Client Service Associate - Washington, D.C.
Raymond James
Client Service Assistant
Desert Financial Services