Registered Client Service Associate - Paramus, NJ

Overview

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview: The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Registered CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.

We are seeking a client-focused, organized associate to support our advisory team.

Responsibilities include:

• Managing inbound calls, scheduling appointments, preparing meeting materials, and keeping client information updated.
• Assisting with new business documentation and handling key account operations such as new account setup, transfers, cash management, and maintenance tasks.
• Proactive outreach on time-sensitive items, taking ownership of client requests, and coordinating with internal teams to ensure timely service.
• Educating clients on our digital tools, including eSignature and our client portal, and collaborating with the Financial Advisor to support client needs.
• Occasional assistance with trade execution may be required.

We want strong collaborators who can deliver a world-class client experience
. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented
, and are able to execute in a way that encourages creativity and continuous improvement
.

• 3+ years' experience supporting Financial Advisors and collaborating with Branch and Home Office teams in a brokerage/financial services setting
• Series 66 and/or Series 7 license

• Strong customer focus with clear, simple communication skills
• Able to manage multiple projects efficiently in a fast-paced environment
• Highly organized with strong attention to detail and problem-solving skills
• Excellent interpersonal skills and ability to build strong relationships
• Strong analytical and research abilities
• Demonstrates initiative, motivation, and drive
• Proficient in Microsoft Word, Excel, PowerPoint, and CRM tools
• Comfortable using internal resources and training platforms

• Bachelor’s degree; preferably in Business, Accounting or Finance

$25.85-$43.08/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit

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