Wealth Client Services Specialist
Job in
Lakeland, Polk County, Florida, 33809, USA
Listed on 2026-06-29
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-06-29
Job specializations:
-
Administrative/Clerical
-
Finance & Banking
Job Description & How to Apply Below
LPL Financial LLC in Lakeland, Florida is seeking a Client Service Associate (CSA) to provide essential administrative support to advisors. The CSA will maintain client management systems, manage account activities, and assist with documentation for new business.
Ideal candidates will have over 2 years of financial industry and client service experience, along with proficiency in Microsoft Office. This role offers a competitive pay range with a comprehensive benefits package.
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