Client Service Associate - Aberdeen,SD

LPL Financial•Aberdeen, SD

3d•$24 - $39•Onsite

About The Position

The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail oriented, and able to handle multiple responsibilities while maintaining a professional and client focused approach.

Requirements

In-Office role M-F
Strong organizational skills with a keen attention to detail.
Excellent verbal and written communication skills.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Ability to learn and use CRM systems.
Strong problem-solving skills, and the ability to work both independently and with a team.
High level of professionalism, discretion, and ethical conduct.

Nice To Haves

Associate or bachelor’s degree, preferably in business, accounting or finance.

Responsibilities

Serve as the primary point of contact for clients, providing exceptional service and support through phone, email, and in-person interactions while addressing account inquiries and service requests.
Coordinate advisor calendars, schedule client meetings, prepare meeting materials, and manage follow-up communications to ensure a seamless client experience.
Process new account openings, transfers, beneficiary changes, RMDs, address updates, and other account maintenance activities with accuracy and attention to detail.
Maintain accurate client records within the CRM system and support compliance efforts by adhering to firm, FINRA, and SEC regulations while safeguarding confidential client information.
Collaborate with custodians, fund companies, and financial institutions to process transactions, resolve account issues, and monitor account accuracy.
Support overall office operations and client engagement initiatives through document preparation, mail management, event coordination, educational seminars, newsletters, social media updates, and administrative support.