Client Experience Architect – Wealth Management
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-29
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
LPL Financial LLC in Newport Beach is seeking a Registered Client Service Associate to provide essential administrative and operational support in a financial advisor's practice. You will be the primary client contact, handling inquiries, onboarding new clients, and processing account openings and transfers while ensuring compliance and accurate records.
The role requires Series 7 or 66, 3+ years in a client-facing wealth management setting, strong communication, organization, and the ability to
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