Client Service Specialist - Wealth Management Support
Job in
Pittsfield, Berkshire County, Massachusetts, 01201, USA
Listed on 2026-08-24
Listing for:
LPL Financial LLC
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
LPL Financial Holdings Inc. is seeking a Client Service Associate to support financial advisors and deliver an exceptional client experience. The role focuses on administrative tasks, client relationship management, and branch operations.
You will handle client inquiries, schedule meetings, prepare documents, process account maintenance, maintain records, ensure compliance with FINRA/SEC, and assist with communications, events, and marketing initiatives.
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