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Remote Client Service Associate – Wealth Management
Remote / Online - Candidates ideally in
Coeur d Alene, Kootenai County, Idaho, 83814, USA
Listed on 2026-08-01
Coeur d Alene, Kootenai County, Idaho, 83814, USA
Listing for:
LPL Financial
Remote/Work from Home
position Listed on 2026-08-01
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
LPL Financial is seeking a Client Service Associate to provide essential administrative support to advisors and their clients. You will handle inquiries, schedule meetings, educate clients on account services, and assist with new business documentation.
The role emphasizes strong client service, detail orientation, and teamwork within a remote-capable environment. Prior wealth management admin experience and proficiency in Word/Excel are highly valued.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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