Client Service Associate - Gig Harbor,WA

Overview

Where Ambition Meets Innovation. Build a career that matches your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

This full-time in-office opportunity supports Financial Advisors at LPL Financial under our Employee Advisor Model, serving advisors within a credit union. It is an excellent stepping stone to continue building wealth management experience and opportunities to work with multiple internal departments at a growing company.

• Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution.
• Handle account requests such as transactions, maintenance, and transfers, and provide education on services and technology.
• Manage onboarding, maintain accurate records, and collaborate with internal teams to resolve complex issues.
• Monitor account activities, support audits, and assist with projects to improve efficiency and reduce costs.
• Provide administrative support including scheduling, preparing materials, and maintaining client information.

• 1+ years of financial industry experience, preferably in wealth management.
• 1+ years in client service with excellent communication skills.
• Some travel to local branches required.
• Core competencies:
  
  strong attention to detail and organizational skills; effective oral and written communication; outstanding interpersonal skills to build and foster relationships; time management to handle multiple projects and deadlines; strong analytical and problem-solving skills; self-motivation and initiative.
• Preferences: desire to obtain industry licenses (e.g., SIE, Series 7 and 66); experience with the Microsoft Office suite (Outlook, Word, Excel).

Pay Range: $23.52-$39.17/hour. Base salary varies based on factors including relevant skills, prior experience, education, internal peers’ base salaries, demonstrated performance, and location. LPL Total Rewards package includes benefits such as 401K matching, health benefits, employee stock options, paid time off (up to 16 days) plus eleven paid holidays, volunteer time off, and more. This role is eligible for LPL’s discretionary bonus.

Your recruiter can discuss all that LPL has to offer.

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of about 8 million Americans. The firm provides advisor models, investment solutions, fintech tools, and practice management services to help advisors run thriving businesses.

For more information, visit  LPL is committed to helping advisors and institutions manage client relationships and run their businesses with flexibility and independence.

Join the LPL team and help turn life’s aspirations into financial realities. Information on interviews will be communicated from an  email address. The company does not request payment or banking information during interviews. If you have questions about the application process, contact LPL’s Human Resources Solutions Center at . EOE. This description contains standard information about the role and company and is not a contract of employment.