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We take care of our advisors, so they can take care of their clients.
Client Service Associate
Location
Montana + 4 moreAll locations: Montana | Nevada | North Carolina | South Carolina | Wyoming
Posted
91 days ago
Salary
$23 - $39 / hour
Seniority
Mid Level
Job Description
Client Service Associate
LPL Financial
• 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.
Job Requirements
- 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)
- 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)
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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