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Remote Client Service Associate | Wealth Management
Remote / Online - Candidates ideally in
Chula Vista, San Diego County, California, 92189, USA
Listed on 2026-08-21
Chula Vista, San Diego County, California, 92189, USA
Listing for:
LPL Financial LLC
Remote/Work from Home
position Listed on 2026-08-21
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
LPL Financial LLC seeks a Client Service Associate to provide administrative support to an advisor or team, handling inquiries, scheduling, and client materials. You will educate clients on account services and new technology like eSignature and client portal features.
The ideal candidate has 3+ years in wealth management or admin-to-advisor roles, proficiency in Word/Excel and CRM tools, strong communication, and the ability to thrive in a fast-paced, team-oriented environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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