Client Service Associate - Remote

Overview

The Client Service Associate role at LPL Financial is a remote opportunity where you will support financial advisors and clients in achieving their financial goals through exceptional service and operational support.

In Short

• Remote work opportunity with a focus on client service.
• Support financial advisors in client onboarding and account servicing.
• Manage inquiries on account activity and documentation.
• Educate clients and advisors on services and technology.
• Perform administrative tasks and manage operational reports.
• Collaborate with internal teams for timely issue resolution.
• 3+ years of experience in client service within financial services.
• Strong attention to detail and organizational skills required.
• Possibility for career growth in wealth management.
• Competitive pay and benefits package.

Requirements

• 3+ years of experience supporting financial advisors.
• Hands-on operational and administrative experience.
• Effective communication skills for client interactions.
• Strong analytical and problem-solving abilities.
• Self-motivated and able to manage multiple projects.
• Experience with Microsoft Office Suite.
• Desire to obtain industry licenses preferred.

Benefits

• 401K matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Supportive work environment with growth opportunities.
• Focus on workplace equality and community involvement.