Client Service Associate

TEKsystems•Fort Mill, SC

15d•$20 - $21•Hybrid

About The Position

Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join LPL as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. We offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector. "We take care of our advisors, so they can take care of their clients." What you can expect: Learn & Grow: Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel. Career Advancement: This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront, and the opportunity to create value and serve others is endless. Support & Development: From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime. What You'll Do: As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors and investors. Here’s a glimpse of what your day-to-day will look like: Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time. Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

Requirements

Bachelor’s degree from an accredited institution or equivalent education and experience.
0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Customer service
Client support
Process analysis

Nice To Haves

Securities Industry Essentials (SIE) is a plus.

Responsibilities

Serve as the first point of contact for our Advisors and their Investors.
Take 25-30 inbound contacts daily.
Handle everything from simple account inquiries to supporting complex financial transactions.