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Strategic Client Service Associate – Financial Accounts
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-07-13
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Services
Job Description & How to Apply Below
LPL Financial is seeking a Registered Client Service Associate to provide comprehensive administrative and operational support within the financial advisor's practice. You will help enhance the client experience, manage accounts, and ensure regulatory compliance while delivering timely service.
The role requires 3+ years in client-facing financial services, active Series 7 and 66 licenses, and a detail-oriented, collaborative mindset.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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