Remote Client Service Associate - Wealth Management
Remote / Online - Candidates ideally in
San Bernardino, San Bernardino County, California, 92189, USA
Listed on 2026-08-23
San Bernardino, San Bernardino County, California, 92189, USA
Listing for:
LPL Financial LLC
Remote/Work from Home
position Listed on 2026-08-23
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
LPL Financial in the United States is seeking a Client Service Associate to provide administrative support to a team of advisors and to help deliver timely service and positive outcomes for clients.
The role emphasizes attention to detail, strong customer service, and proficiency with Word, Excel, and CRM tools. You will educate clients on account services and new technology, assist with new business documentation, and support advisors in coordinating client needs.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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