Client Service Associate

🔥 0 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $23 - $39 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

Finance • Fintech

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

• Provide comprehensive administrative and operational support within the financial advisor’s practice. • Enhance client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. • Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and educating them on firm services and solutions. • Assist with account-related requests, including transactions, maintenance, and online access, while ensuring compliance with regulatory standards. • Manage client onboarding by collecting documentation, assessing risk profiles, and maintaining accurate records. • Prepare reports and meeting materials, monitor account alerts, and support audits and regulatory reviews. • Collaborate with financial advisors on business plans, marketing initiatives, and client engagement strategies. • Perform administrative tasks such as scheduling, travel arrangements, and expense reporting.

🎯 Requirements

• 2+ years of financial industry experience, preferably in wealth management • 2+ years of experience in client service industry • SIE Certification • Active Series 7 and/or 66 (or equivalent) • Demonstrated strong performance in previous roles, with a focus on client relationship management and operational support. • Robust understanding of financial products and services. • Ability to execute trades and discuss investment recommendations with compliance limits. • Excellent communication and interpersonal skills. • Strong organizational skills and attention to detail. • Proficient in Microsoft Office and financial CRM software. • Strong problem-solving skills. • Ability to work independently and collaboratively in a fast-paced environment. • High level of professionalism, discretion and ethical conduct. • Bachelor’s degree in finance, business or accounting.

🏖️ Benefits

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