Client Service Associate

🔥 0 minutes ago

🇺🇸 United States – 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

• Provide administrative support to an advisor or team of advisors • Answer phones and schedule appointments • Prepare materials for client meetings • Keep client management systems up to date with client information • Assist with information and documentation requirements for new accounts and transfers • Conduct proactive outreach to clients and advisors on time-sensitive activities such as RMDs • Manage operational account activities, including new accounts, cash management, transfers, and account maintenance • Own inquiries and requests and coordinate with internal departments to ensure timely service delivery • Educate clients on account services, capabilities, and new technology such as eSignature, paperless statements, and Account View

🎯 Requirements

• 2+ years of financial industry experience, preferably in wealth management • 2+ years of experience in the client service industry supporting clients and financial advisors • Proficiency in Microsoft Word, Excel, and PowerPoint • Proficiency in CRM applications • Bachelor’s Degree Preferred • Series 7 and 66 licenses • Strong attention to detail and problem-solving abilities • Effective oral and written communication; able to explain complex information clearly and simply • Time management skills with the ability to handle multiple projects and deadlines • Outstanding interpersonal skills with the ability to build and foster relationships • Ability to analyze and research information • Drive, initiative, and motivation

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • LPL Total Rewards package • Flexible work environment and resources • Collaborative environment • Freedom to make an impact