Client Service Associate - Remote

LPL Financial•Wyoming, NV

1d•Remote

About The Position

This full-time remote employment opportunity allows 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. LPL Financial is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Requirements

Proven experience directly supporting financial advisors with client onboarding, account servicing, and day‑to‑day practice operations.
3+ years of experience in a client service role within a financial services or wealth management environment supporting advisors and clients.
3+ years of hands‑on operational and administrative experience directly supporting licensed financial advisors (e.g., onboarding, paperwork, account servicing, scheduling, meeting prep).

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
Experience with the Microsoft program suite (Outlook, Word, Excel)

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.