Client Service Associate

🔥 0 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – 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, providing friendly and professional service via phone, email, and in person. • Schedule and confirm client meetings, prepare necessary documentation, and assist with follow-up tasks. • Manage client inquiries related to account maintenance, statements, and online access. • Ensure timely and accurate processing of client requests such as beneficiary updates, address changes, RMDs, and account transfers. • Maintain accurate and up-to-date client information in CRM and other management systems. • Coordinate and prepare meeting materials for advisors, ensuring compliance with regulatory requirements. • Assist with documentation for new business, account openings, and account maintenance. • Monitor, coordinate, and complete branch operational activities, including audits, compliance requests, and internal reporting. • Support marketing, client appreciation events, and other client communication initiatives. • Draft professional correspondence, presentations, and internal/external communications as needed.

🎯 Requirements

• 2+ years of experience delivering exceptional customer service with strong verbal and written communication skills, effectively explaining complex information in a clear and understandable manner. • 2+ years of experience managing multiple priorities and projects in fast-paced environments while demonstrating strong organizational skills, attention to detail, professionalism, discretion, and sound judgment. • 2+ years of experience utilizing Microsoft Office Suite and CRM systems while working both independently and collaboratively to support clients, advisors, and cross-functional teams. • Open to travel up to 10-15% as needed • 1+ years of being comfortable utilizing AI • Willing to get licensed (Series 7 and 66) within 120 days • Client service orientation with a commitment to exceeding expectations. • Analytical and problem-solving skills with the ability to research information effectively. • Strong interpersonal skills with the ability to build and maintain relationships. • Initiative, drive, and adaptability in a changing environment. • Ability to handle sensitive information with integrity and confidentiality. • Associate or bachelor’s degree, preferably in Business, Accounting, or Finance. • Currently holds (i.e. SIE, Series 7 and 66) • 1+ years of experience in financial services, administrative support, or a related role. • Experience working directly with financial advisors, branch staff, or home office support teams.

🏖️ Benefits

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