Client Service Associate

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $25 - $43 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

🦅 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

• Serve as the first point of contact for clients via phone, email, and in person • Schedule and confirm client meetings, prepare documentation, and assist with follow-up tasks • Manage inquiries about account maintenance, statements, and online access • Process beneficiary updates, address changes, RMDs, and account transfers accurately and promptly • Maintain client information in CRM and other management systems • Coordinate and prepare advisor meeting materials in compliance with regulatory requirements • Assist with new business, account openings, and account maintenance documentation • Monitor and complete branch operational activities, including audits, compliance requests, and internal reporting • Support marketing, client appreciation events, and client communication initiatives • Draft correspondence, presentations, and internal and external communications • Provide administrative and operational support to advisors and clients in the Employee Model

🎯 Requirements

• 2+ years of experience delivering exceptional customer service • Strong verbal and written communication skills; ability to explain complex information clearly • 2+ years of experience managing multiple priorities and projects in fast-paced environments • Strong organizational skills, attention to detail, professionalism, discretion, and sound judgment • 2+ years of experience using Microsoft Office Suite and CRM systems • Ability to work independently and collaboratively with clients, advisors, and cross-functional teams • Client service orientation and commitment to exceeding expectations • Analytical and problem-solving skills; ability to research information effectively • Strong interpersonal skills and ability to build and maintain relationships • Initiative, drive, and adaptability in a changing environment • Ability to handle sensitive information with integrity and confidentiality • Associate’s or Bachelor’s degree, preferably in Business, Accounting, or Finance • 1–2 years of experience in financial services, administrative support, or a related role preferred • Experience working directly with financial advisors, branch staff, or home office support teams preferred

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Collaborative environment • Freedom to make an impact • Benefits designed to support success at work, at home, and at play