2+ years of experience working with Financial Advisors, Branch and Home Office support teams as a Client Service Associate
Active Series 7 and/or 66 preferred or (must be obtained within a year of employment)
Preferences:
Financial Planning Background: Familiarity with planning concepts and tools to assist with annual updates, account monitoring, and client reviews.
Experience in Wealth Management or Advisory Support: Ability to manage account paperwork, ACATs, wires, and client onboarding.
CRM and Technology Proficiency: Comfortable maintaining client data, scheduling meetings, and resolving online access issues.
Strong Organizational Skills: Capable of handling multiple responsibilities such as preparing agendas, coordinating client gifts, and managing compliance follow-ups.
Excellent Communication Skills: Professional interaction with clients for reminders, requests, and service needs.
#LI-Onsite
Pay Range:
$23.52-$39.17/hour
Company Overview:
For further information about LPL, please visit www.lpl.com .
Join LPL Financial: Where Your Potential
Benefits
Health insurance401(k)Equity / stock options
Additional Information
This role is 100% onsite in Newport News, Virginia
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As a Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor's practice. This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm's growth initiatives. The ideal candidate possesses strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.
Lplfinancial · Newport News VA - Field Mgmt