Client Service Associate - Bridgewater, NJ

LPL Financial•Bridgewater, NJ

7d•Onsite

About The Position

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about delivering results? If so, LPL Financial is the place for you! This is an in-office Bridgewater, NJ employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model. This role may provide support to multiple advisors operating within the credit union space. This opportunity is an excellent steppingstone to continue to build on your wealth management experience and opportunities to work with multiple internal departments at a growing company.

Requirements

1+ years of financial industry experience, preferably in wealth management
1+ years of experience in client service industry
Experience with the Microsoft program suite (Outlook, Word, Excel)

Nice To Haves

Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
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

Responsibilities

Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms.
Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work.
Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.