Senior Client Service & Onboarding Specialist
Listed on 2026-09-22
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
LPL Financial LLC is seeking a Sr. Registered Client Service Associate to provide comprehensive administrative and operational support within a financial advisor's practice.
You will be the primary client contact, ensuring accurate account management and regulatory compliance. Responsibilities include onboarding new clients, processing account openings and transfers, monitoring activity, maintaining CRM records, and coordinating with custodians and internal teams to enhance client engagement and
The following opening is for a Senior Client Service & Onboarding Specialist with LPL Financial LLC.
We appreciate your interest in this position.
Join LPL Financial LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Client Service & Onboarding Specialist role at LPL Financial LLC, based in Omaha, NE, United States.
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