Client Service Associate

Responsibilities

• What are we looking for?

Requirements

• 2+ years of financial industry experience, preferably in wealth management
• 2+ years of experience in client service industry
• Preferences:
• 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.
• #LI - Remote
• Pay Range:
• $23.52-$39.17/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 p

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: 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.

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