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Client Service Associate - Financial Advisory Ops

Job in Suwanee, Gwinnett County, Georgia, 30174, USA
Listing for: LPL Financial LLC
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

LPL Financial LLC in Suwanee, Georgia is seeking a Registered Client Service Associate (CSA). In this role, you will provide essential administrative support to financial advisors and help maintain client relationships. You will assist with inbound client calls, manage account activities, and educate clients on financial services.

The ideal candidate holds a Bachelor's degree, has a strong background in financial services, and is licensed or able to obtain a Series 7 and 66 within 120 days. The position requires a minimum of 2 years of experience and offers a dynamic work environment.

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Position Requirements
10+ Years work experience
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