Sr. Client Service Associate - Paramus, NJ

Job Overview

Are you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial well‑being and build wealth for their future while growing financial advisors’ businesses? Are you solution‑oriented and passionate about delivering results? If so, LPL Financial is the place for you! This is an in‑office Paramus, NJ employment opportunity that would allow you to support Financial Advisors with LPL Financial under our Employee Advisor Model.

This role may provide support to multiple advisors operating within the credit union space.

• Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time‑sensitive tasks such as RMDs, distributions, and tax forms.
• Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
• Educate clients and advisors on services and technology, including eSignature and paper‑less options, while contributing to peer development and project work.
• Manage operational reports for cash management and distributions, complete special projects, and promote cost‑saving initiatives through digital adoption.
• Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

• 1+ years of financial industry experience, preferably in wealth management.
• 1+ years of experience in client service industry.
• Strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments.
• Strong attention to detail and organizational skills.
• Effective oral and written communication; able to explain complex information clearly and simply.
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners.
• Time‑management skills with the ability to handle multiple projects and deadlines.
• Possess strong analytical and problem‑solving skills.
• Self‑motivated, driven and takes initiative.
• Experience with the Microsoft program suite (Outlook, Word, Excel).
• Desired: intention to obtain industry licenses (i.e. SIE, Series7 and
  66).

$30.11–$50.21/hour (actual base salary varies based on factors; LPL Total Rewards package includes 401(k) matching, health benefits, stock options, paid time off, volunteer time off, and more).

Principals only. EOE.