Client Service Associate - Pittsfield,MA

LPL Financial•Pittsfield, MA

4d•$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

2+ years of experience in a financial services, client service, or administrative support role, with strong organizational skills and exceptional attention to detail.
2+ years of experience demonstrating excellent verbal and written communication skills, professionalism, discretion, ethical conduct, and the ability to build strong relationships with clients and colleagues.
2+ years of experience utilizing Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), learning and navigating CRM systems, solving problems effectively, and working both independently and collaboratively within a team environment.

Nice To Haves

Associate or bachelor's degree preferred in Business, Accounting, Finance, or a related field.
2+ years of experience in a financial services, client service, or administrative support role.

Responsibilities

Serves as the primary point of contact for clients, delivering exceptional service and support via phone, email, and in person.
Scheduling client meetings, preparing documentation, processing account maintenance requests, and ensuring the timely completion of new account paperwork.
Maintains accurate client records, supports compliance with FINRA, SEC, and firm policies, and coordinates with custodians and financial institutions to resolve account-related matters.
Managing advisor calendars, preparing reports and correspondence, handling general office administration, and assisting with client events, communications, newsletters, and marketing initiatives.