Client Service Associate
New
L
LPL FinancialWealth management
Source API remote eligibility restrictions: United StatesFull-TimeJunior
Salary23.52 - 39.17 USD per hour
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Job Details
- Experience
- 2+ years of financial industry experience, preferably in wealth management; 2+ years of experience in the client service industry supporting clients and financial advisors
- Required Skills
- Microsoft ExcelPowerPointAccount Management
Requirements
- Have 2+ years of financial industry experience; wealth management experience is preferred.
- Have 2+ years of client service experience supporting clients and financial advisors.
- Be proficient in Microsoft Word, Excel, PowerPoint, and CRM applications.
- A bachelor’s degree is preferred.
- Series 7 and 66 licenses are preferred.
- Demonstrate organization, attention to detail, and problem-solving abilities.
- Be able to manage time, multiple projects, and deadlines.
Responsibilities
- Answer phones, schedule appointments, and prepare materials for client meetings.
- Keep client management systems up to date with client information.
- Assist with information and documentation requirements for new accounts, transfers, and other activities.
- Conduct proactive outreach to clients and advisors about time-sensitive activities, such as RMDs.
- Manage operational account activities, including new accounts, cash management, transfers, and account maintenance.
- Take ownership of inquiries and requests, coordinating with internal departments to support timely service delivery.
- Educate clients on account services, capabilities, and technology such as eSignature, paperless statements, and Account View.
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