Client Service Associate - Pittsfield,MA

Job Overview

The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the branch office. The ideal candidate is highly organized, detail oriented, and able to handle multiple responsibilities while maintaining a professional and client focused approach.

• The Client Service Associate serves as the primary point of contact for clients, delivering exceptional service and support via phone, email, and in person.
• This role is responsible for scheduling client meetings, preparing documentation, processing account maintenance requests, and ensuring the timely completion of new account paperwork.
• The CSA maintains accurate client records, supports compliance with FINRA, SEC, and firm policies, and coordinates with custodians and financial institutions to resolve account-related matters.
• Additional responsibilities include managing advisor calendars, preparing reports and correspondence, handling general office administration, and assisting with client events, communications, newsletters, and marketing initiatives.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 2+ years of experience in a financial services, client service, or administrative support role, with strong organizational skills and exceptional attention to detail.
• 2+ years of experience demonstrating excellent verbal and written communication skills, professionalism, discretion, ethical conduct, and the ability to build strong relationships with clients and colleagues.
• 2+ years of experience utilizing Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), learning and navigating CRM systems, solving problems effectively, and working both independently and collaboratively within a team environment.

• Associate or bachelor's degree preferred in Business, Accounting, Finance, or a related field.
• 2+ years of experience in a financial services, client service, or administrative support role.

$23.52-$39.17/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.

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