Client Service Associate

🔥 5 hours ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $23 - $39 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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-ups. • Address general client inquiries related to account maintenance, statements, and online access. • Process client requests including beneficiary updates, address changes, RMDs, and account transfers. • Maintain confidentiality and adhere to compliance guidelines. • Manage calendars and coordinate appointments and client review meetings for financial advisors. • Prepare, proofread, and distribute reports, presentations, and correspondence. • Maintain and update client records in the firm’s CRM system. • Handle incoming and outgoing mail, scanning, and filing. • Order office supplies and assist with general office upkeep. • Process new account paperwork and ensure required documentation is complete and compliant. • Maintain compliance records in accordance with FINRA, SEC, and firm policies. • Monitor client accounts for accuracy and resolve administrative issues. • Coordinate with custodians, fund companies, and other financial institutions to process transactions and resolve account issues. • Organize client appreciation events, webinars, and educational seminars. • Help manage social media updates, newsletters, and other client communication initiatives.

🎯 Requirements

• Minimum 2 years previous experience in a financial services or administrative support role. • Associate or bachelor’s degree, preferably in business, accounting or finance. • Strong organizational skills with a keen attention to detail. • Excellent verbal and written communication skills. • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). • Ability to learn and use CRM systems. • Strong problem-solving skills, and the ability to work both independently and with a team. • High level of professionalism, discretion, and ethical conduct.

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package

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