Sr. Client Service Associate - Suwanee,GA

Responsibilities

• Inbound client calls, schedule appointments, and prepare materials for client meetings
• Keep client management systems up-to-date with client information
• Assist with various documentation requirements for new business
• Manage account activities that are operational in nature -new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology - eSignature, paperless statements, Account View (client portal), etc.
• Partners with Financial Advisor to strategize on opportunities to meet the needs of clients
• May assist in executing trades for clients as needed to support the Financial Advisor
• What are we looking for?

Requirements

• Bachelor's degree; preferably in Business, Accounting or Finance
• Series 7 and 66 (or Series 63/65) licensed or ability to obtain within 120 days
• 2+ years of experience working with Financial Advisors, Branch and Home Office support teams
• 2+ years brokerage/financial services industry knowledge
• Ability to travel to visit your advisor team on-site if needed. Travel will be minimal and with advance notice.
• #LI-Onsite
• Pay Range:
• $27.38-$45.61/hour
• Company Overview:
• For further information about LPL, please visit www.lpl.com .
• Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
• Information on Interviews:
• LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. Durin

Benefits

Additional Information

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: The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Registered CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. This role is a minimum of 4 days a week in the office

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