Registered Client Service Associate - Paramus, NJ

LPL Financial

8d•$26 - $43•Onsite

About The Position

The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Registered CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Requirements

3+ years' experience supporting Financial Advisors and collaborating with Branch and Home Office teams in a brokerage/ financial services setting
Series 66 and/or Series 7 license
Strong customer focus with clear, simple communication skills
Able to manage multiple projects efficiently in a fast-paced environment
Highly organized with strong attention to detail and problem‑solving skills
Excellent interpersonal skills and ability to build strong relationships
Strong analytical and research abilities
Demonstrates initiative, motivation, and drive
Proficient in Microsoft Word, Excel, PowerPoint, and CRM tools
Comfortable using internal resources and training platforms

Nice To Haves

Bachelor’s degree; preferably in Business, Accounting or Finance

Responsibilities

Managing inbound calls
Scheduling appointments
Preparing meeting materials
Keeping client information updated
Assist with new business documentation
Handle key account operations such as new account setup, transfers, cash management, and maintenance tasks
Proactive outreach on time‑sensitive items
Taking ownership of client requests
Coordinating with internal teams to ensure timely service
Educate clients on our digital tools, including eSignature and our client portal
Collaborate closely with the Financial Advisor to support client needs
Occasional assistance with trade execution may be required.