Client Service Associate

🔥 12 hours ago

🏄 California, Idaho, +3 more states – Remote

🏄 California – Remote 🥔 Idaho – Remote 🌲 Oregon – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $25 - $43 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met. • Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc. • Partners with Financial Advisor to strategize on opportunities to meet the needs of clients. • Inbound client calls, schedule appointments, and prepare materials for client meetings. • Manage account activities that are operational in nature –new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits). • Keep client management systems up to date with client information. • Assist with various documentation requirements for new business. • Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs). • May assist in executing trades for clients as needed to support the Financial Advisor

🎯 Requirements

• 3+ years of experience in the wealth management industry • 3+ years of prior ADMIN to an ADVISOR experience in a client facing role • 3+ years of experience in Microsoft Word and Excel; CRM applications

🏖️ Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off