Wealth Management Client Services Associate
Job in
Lakewood, Ocean County, New Jersey, 08701, USA
Listed on 2026-09-05
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
LPL Financial is seeking an in-office support role in Bridgewater, NJ to assist Financial Advisors and clients with account activity, documents, and tax forms. You will educate clients on services and technology, and coordinate across internal teams to resolve issues.
The ideal candidate has 1+ years in financial services or client service, strong communication, and detail orientation. This entry-level role offers exposure to wealth management and opportunities to advance within the firm.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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