Client Service Associate - Washington, DC

LPL Financial•Washington, DC

2d•Onsite

About The Position

The Client Service Associate supports financial advisors and helps ensure an exceptional client experience. The role handles administrative tasks, client relationship management, and operational support within a branch office. The position is in-office, Monday through Friday, in Washington, DC. The ideal candidate is highly organized, detail-oriented, comfortable managing multiple responsibilities, and professional and client-focused.

Requirements

High school diploma or equivalent.
Prior customer service experience.
Proficiency in Microsoft Word, Excel, and PowerPoint, and CRM applications.
Strong organization and attention to detail.
Problem-solving ability.
Effective oral and written communication, including the ability to explain complex information clearly and simply.
Time-management skills and the ability to handle multiple projects and deadlines.
Interpersonal skills to build and foster relationships with clients, coworkers, and internal and external partners.
Ability to analyze and research information.
Drive, initiative, and motivation.

Nice To Haves

Client Service Associate experience in the wealth management industry.
Bachelor’s degree.
Series 7 and 66 licenses.

Responsibilities

Serve as the primary client contact and provide 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 and follow firm, FINRA, and SEC regulations and confidentiality requirements.
Prepare, proofread, and distribute client correspondence, reports, presentations, and other operational documents.
Work with custodians and financial institutions to facilitate transactions, resolve account issues, and ensure client account accuracy.
Support office operations and client engagement activities, including mail processing, office administration, client events, educational seminars, newsletters, and social media communications.