Client Service Associate

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? If you're ready to take the next step, discover what’s possible with LPL Financial.

As a Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This pivotal role focuses on enhancing client relationships, ensuring compliance with industry regulations, and supporting the firm’s growth initiatives. The ideal candidate possesses strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.

Serve as the primary point of contact for clients by managing inquiries, coordinating with internal teams, and partnering with Financial Advisors to deliver timely, high‑quality service. Support client relationships through account setup and maintenance, cash management, transfers, documentation, and use of digital tools, while maintaining accurate client records and scheduling meetings. Provide administrative and operational support, conduct proactive client outreach, stay aligned with compliance requirements, and participate in training, firm initiatives, and marketing activities as needed.

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.

• 3+ years of customer service experience

$23.51-$39.18/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

• Innovative Environment:
  We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential:
  Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission:
  We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work:
  Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality:
  We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus:
  We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards:
  Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and rn more here!

LPL will only communicate with a job applicant directly from an  email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at .

Principals only. EOE.