Client Service Associate - Newport News, VA

LPL Financial•Newport News, VA

5d•Onsite

About The Position

The Client Service Associate supports financial advisors and helps ensure an exceptional client experience within a branch office. The role combines administrative tasks, client relationship management, and operational support. The ideal candidate is organized, detail-oriented, comfortable handling multiple responsibilities, and maintains a professional, client-focused approach. This is an in-office role, Monday through Friday.

Requirements

High school diploma or equivalent.
Prior customer service experience.
Proficiency in Microsoft Word, Excel, and PowerPoint, and CRM applications.
Ability to work in the office Monday through Friday.

Nice To Haves

Client Service Associate experience in the wealth management industry.
Bachelor’s degree.
Series 7 and 66 licenses.
Strong organization, attention to detail, and problem-solving abilities.
Effective oral and written communication skills, including the ability to explain complex information clearly and simply.
Time-management skills and the ability to handle multiple projects and deadlines.
Outstanding interpersonal skills and the ability to build and foster relationships with clients, coworkers, and internal and external partners.
Ability to analyze and research information.
Drive, initiative, and motivation.

Responsibilities

Serve as the primary point of contact for clients, providing service and support by phone, email, and in person.
Coordinate advisor calendars, schedule client meetings, prepare meeting materials, and manage follow-up communications.
Process and maintain client account requests, including new accounts, transfers, beneficiary changes, address updates, required minimum distributions (RMDs), and account maintenance.
Maintain accurate client records in the CRM system while complying with firm, FINRA, and SEC regulations and confidentiality requirements.
Prepare, proofread, and distribute client correspondence, reports, presentations, and other operational documentation.
Work with custodians and financial institutions to facilitate transactions, resolve account issues, and ensure accuracy across client accounts.
Support office operations and client engagement initiatives, including mail processing, office administration, client events, educational seminars, newsletters, and social media communications.