Client Service Associate - Kingsport, TN

LPL Financial•Remote Tennessee, TN

1d•$26 - $43•Onsite

About The Position

LPL Financial is hiring a Client Service Associate to support Financial Advisors associated with LPL Financial under its Employee Advisor Model. The role supports advisors within a credit union and is an in-office opportunity in Kingsport, Tennessee. It offers a chance to build wealth management experience while working with multiple internal departments at a growing company. The associate provides daily service to advisors and clients, handles account-related questions and requests, follows up on time-sensitive activities, and coordinates with internal departments to resolve inquiries. The position also manages operational reports and projects, helps clients and advisors use account services and technology, and provides administrative support such as scheduling appointments, preparing meeting materials, maintaining CRM records, and completing expense reports when requested. LPL seeks collaborative, solution-oriented candidates who deliver strong client experiences, act with integrity, and are motivated to improve processes and help clients succeed. The position is full-time and in-office.

Requirements

At least 1 year of financial industry experience, preferably in wealth management.
Strong client service background and excellent communication skills.
Strong attention to detail and organizational skills.
Effective oral and written communication, including the ability to explain complex information clearly and simply.
Outstanding interpersonal skills and ability to build and foster relationships with clients, coworkers, and internal and external partners.
Time-management skills and ability to handle multiple projects and deadlines.
Strong analytical and problem-solving skills.
Self-motivated, driven, and takes initiative.
Experience with Microsoft programs, including Outlook, Word, and Excel.

Nice To Haves

Desire to obtain industry licenses such as SIE, Series 7, and Series 66.

Responsibilities

Communicate directly with advisors and clients, take ownership of inquiries, resolve them in a timely manner, and build rapport.
Answer client questions about account activity, policies, and documentation requests.
Proactively contact clients and advisors about time-sensitive activities such as RMDs, distributions, and tax forms.
Submit instructions for account activities on behalf of advisors and clients, including new accounts, cash management, transfers, account maintenance, and trade orders.
Research complex situations, set client expectations, identify resolution steps, and collaborate with internal departments to deliver timely service.
Educate clients and advisors about account services, capabilities, and technology such as eSignature, paperless statements, and Account View.
Share best practices, contribute to peer development, and participate in assigned project work.
Manage daily operational reports for account activities, including cash management, RMDs, periodic distributions, debits, and pending settlements.
Own inquiries and requests and coordinate with internal departments to meet client expectations for timely service.
Manage and complete project work, such as linking annuities.
Help reduce operating costs by increasing use of eSignature, paperless statements, and Account View, and reducing NIGOs.
Answer phones, schedule appointments, and prepare materials for client meetings when requested.
Maintain accurate client information in client management systems using CRM.
Accurately complete financial advisor expense reports when requested.