Front Desk Client Service Associate

LPL Financial • Greensboro, NC

3d • $24 - $39 • Onsite

About The Position

The Front Desk Client Service Associate provides comprehensive administrative and operational support within a financial advisor’s practice. The role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. The ideal candidate has strong organizational and client service skills and a thorough understanding of financial products and services.

Requirements

• At least 3 years of experience utilizing the Microsoft Office Suite.
• At least 1 year of experience utilizing a CRM system.

Nice To Haves

• Associate or bachelor’s degree.
• At least 2 years of previous experience in a financial services or administrative support role.
• Strong organizational skills and keen attention to detail.
• Excellent verbal and written communication skills.
• Strong problem-solving skills and ability to work independently and with a team.
• High level of professionalism.

Responsibilities

• Assist in organizing client events.
• Maintain client records, provide CRM assistance, and support CRM workflows.
• Assist with client gifts as needed.
• Order office supplies and maintain inventory.
• Answer incoming calls and messages.
• Greet clients and visitors.
• Maintain the overall office schedule.
• Perform administrative tasks, including filing, photocopying, and data entry.
• Keep the kitchen, reception area, and general office organized.
• Prepare and proofread correspondence.
• Process incoming and outgoing mail.
• Manage scheduling, contact lists, and appointment coordination.
• Assist with account maintenance, statements, and online access.
• Assist with operational needs.
• Contribute to marketing efforts.
• Complete ad hoc projects and tasks as requested.
• Provide direct support to the Branch Ops manager.
• Assist with account openings, if applicable.

Benefits

• 401(k) matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed