Client Service Associate

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

This full‑time in‑office employment opportunity for the Sound Federal Credit Union would allow you to support Financial Advisors associated with LPL Financial under our Employee Advisor Model. It is an excellent stepping‑stone to continue building on your wealth management experience and opportunities to work with multiple internal departments at a growing company.

• Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution.
• Handle account requests such as transactions, maintenance, and transfers, and provide education on services and technology.
• Manage onboarding, maintain accurate records, and collaborate with internal teams to resolve complex issues.
• Monitor account activities, support audits, and assist with projects to improve efficiency and reduce costs.
• Provide administrative support including scheduling, preparing materials, and maintaining client information.

• 1+ years of financial industry experience, preferably in wealth management.
• 1+ years in client service with excellent communication skills.
• Some travel to local branches required.

• 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.

• Desire to obtain industry licenses (i.e., SIE, Series 7 and 66).
• Experience with the Microsoft program suite (Outlook, Word, Excel).

$22.82–$38.04 per hour. Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive and includes 401(k) matching, health benefits, employee stock options, paid time off (up to 16 days) plus eleven paid holidays, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus.

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. It 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.

Join LPL Financial:
Where Your Potential Meets Opportunity. At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage, and investment advisor services.

• Innovative Environment:
  We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential:
  Your career at LPL has no limits, only amazing potential.
• Unified Mission:
  We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work:
  Our size is just right for you to make a real impact.
• Commitment to Equality:
  We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus:
  We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards:
  Our Total Rewards package goes beyond just compensation and insurance.

Principals only. EOE.

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 (855) 575‑6947.