Wealth Client Services Specialist
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant
LPL Financial in Newport Beach, CA, seeks a Registered Client Service Associate to provide administrative and operational support within a wealth management practice. You will help enhance the client experience, manage accounts, and ensure compliance while coordinating with advisors and clients.
Ideal candidates have Series 7 or 66, 3+ years in client-facing roles, and the ability to thrive in a fast-paced, in-office environment Monday–Friday.
Step into the Wealth Client Services Specialist role at LPL Financial in Newport Beach, CA, United States and grow with us.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 39.000 - 65.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Services Specialist role in the description above.
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