Job Description & How to Apply Below
Elevate your career with LPL Financial as a Registered Client Service Associate. Provide exceptional administrative support and enhance client experience through operational excellence.
This pivotal role supports financial advisors by managing client accounts and ensuring compliance. You will be integral in onboarding clients, processing documentation, and resolving inquiries. Strong organizational skills and communication abilities are essential to thrive in this fast-paced environment.
Key Responsibilities:
• Serve as primary client contact for inquiries and education
• Support onboarding by collecting documentation and processing accounts
• Maintain compliance through accurate documentation and management
• Monitor client account activity including contributions and requests
• Collaborate with internal teams and service providers for issue resolution
Requirements:
• 3+ years in client-facing financial services or wealth management
• Active Series 7 and Series 66 licenses required
• Experience with life insurance and annuity products
• Strong client service and problem-solving skills
• Attention to detail in a fast-paced environment
Bring your expertise in client relations and financial services to LPL Financial, enhancing client satisfaction and operational efficiency.
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Position Requirements
10+ Years
work experience
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