Client Service Associate
LPL Financial
34d•$24 - $39•Onsite
About The Position
As a Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. The ideal candidate possesses strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.
Requirements
- 3+ years of customer service experience
Responsibilities
- Serve as the primary point of contact for clients by managing inquiries, coordinating with internal teams, and partnering with Financial Advisors to deliver timely, high‑quality service.
- Support client relationships through account setup and maintenance, cash management, transfers, documentation, and use of digital tools, while maintaining accurate client records and scheduling meetings.
- Provide administrative and operational support, conduct proactive client outreach, stay aligned with compliance requirements, and participate in training, firm initiatives, and marketing activities as needed.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
