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© All Rights Reserved. ApplyBlast.com
World Insurance Associates, LLC.
A Client Services Associate at a wealth management firm provides operational and administrative support to financial advisors, ensuring a smooth client experience through scheduling, documentation, and account management. The role emphasizes client relationship building and process coordination to maintain high-quality service delivery.
Headquarters
Iselin, New Jersey, United States
Company Size
1001-5000 employees
Founded
2011
World Insurance Associates LLC is an independent insurance agency that provides personal and business insurance solutions. Its advisors leverage relationships with dozens of insurance markets to find cost‑effective, customized coverage for individuals and companies. The firm emphasizes "Relationships. Resources. Results." — offering tailored advice, policy placement, and ongoing advocacy to help clients manage risk and control costs.
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 World Insurance Associates, LLC..
78% above the average for this role
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