Client Service Associate - Williamsville , NY
About The Position
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: This is a full‑time, in‑office position supporting Financial Advisors and focusing on delivering a high‑quality client experiences while collaborating closely with various internal departments across a growing organization. Ideal candidates are team‑oriented and motivated to make a meaningful impact, demonstrating integrity, accountability, and a commitment to continuous improvement in all aspects of their work.
Requirements
- Ability to go in office M-F in our Williamsville, New York office
- 2+ years of financial industry experience, preferably in wealth management
- Strong background 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
- Experience with the Microsoft program suite (Outlook, Word, Excel)
Nice To Haves
- Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
Responsibilities
- Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolutions
- Handle client questions on account activity, policies, and documentation
- Submit and process account activities such as new accounts, transfers, maintenance, and trade orders
- Proactively reach out on time‑sensitive items like RMDs, distributions, and tax forms
- Research and resolve complex issues while coordinating with internal departments
- Maintain accurate client information in CRM and support administrative needs (scheduling, meeting prep)
- Promote efficiency by encouraging use of eSignature, paperless statements, and Account View
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
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
