Client Service Associate - Salt Lake City, UT

LPL Financial•Salt Lake City, UT

2d•$24 - $39•Onsite

About The Position

This full-time in office employment opportunity for the Deseret First Credit Union would allow you to support Financial Advisors associated with LPL Financial under our Employee Advisor Model. This role will support advisors within the credit union. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.

Requirements

1+ years of financial industry experience, preferably in wealth management
1+ years in client service with excellent communication skills
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative

Nice To Haves

Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Strong attention to detail and organizational skills
Effective oral and written communication; able to explain complex information clearly and simply
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Time management skills with the ability to handle multiple projects and deadlines
Possess strong analytical and problem-solving skills
Self-motivated, driven and takes initiative
Experience with the Microsoft program suite (Outlook, Word, Excel)

Responsibilities

Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution.
Handle account requests such as transactions, maintenance, and transfers, and provide education on services and technology.
Manage onboarding, maintain accurate records, and collaborate with internal teams to resolve complex issues.
Monitor account activities, support audits, and assist with projects to improve efficiency and reduce costs.
Provide administrative support including scheduling, preparing materials, and maintaining client information.