Client Service Associate - Bridgewater, NJ

Support Financial Advisors within our Employee Advisor Model by providing comprehensive client assistance. This in‑office role in Bridgewater, NJ focuses on daily communication with advisors and clients, resolving inquiries, and managing time‑sensitive tasks related to retirement distributions, tax filings, and account activities.

• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time‑sensitive tasks such as RMDs, distributions, and tax forms.
• Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
• Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work.
• Manage operational reports for cash management and distributions, complete special projects, and promote cost‑saving initiatives through digital adoption.
• Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

• 1+ years of financial industry experience, preferably in wealth management.
• 1+ years of experience in client‑service industry.
• Strong collaborator who delivers exceptional client experiences and thrives in fast‑paced, team‑oriented environments.
• Strong attention to detail, organizational skills, and time‑management capability.
• Effective oral and written communication, able to explain complex information clearly and simply.
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.
• Strong analytical and problem‑solving skills; self‑motivated and driven to take initiative.
• Proficiency with Microsoft Office suite (Outlook, Word, Excel).

• Desire to obtain industry licenses (SIE, Series7, and 66).

$25.85–$43.08 per hour; actual base salary varies based on experience, education, location, and performance.

LPL Financial is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, national or ethnic origin, age, sex, gender, sexual orientation, gender identity, perception, or any other protected characteristic, disability, or veteran status.