Client Service Associate - Apex,NC
LPL Financial(1 month ago)
About this role
A Client Service Associate at LPL Financial supports financial advisors’ practices as part of the wealth management team. The role contributes to smooth advisor operations and client engagement within LPL’s platform and services.
Required Skills
- Client Service
- Account Maintenance
- Compliance
- Client Onboarding
- CRM
- Communication
- Organization
- Reporting
- Scheduling
Qualifications
- Series 7 License
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
View more jobs at LPL Financial →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at LPL Financial
Similar Jobs
Client Service Associate
Raymond James & Associates, Inc., Research Division(1 month ago)
Senior Registered Client Service Associate- Boca Raton, FL
Raymond James & Associates, Inc., Research Division(3 months ago)
Senior Client Service Associate (Raleigh, NC)
Raymond James & Associates, Inc., Research Division(3 months ago)
Sr. Registered Client Service Associate-Richmond, VA
Raymond James & Associates, Inc., Research Division(1 month ago)
Client Service Associate
Raymond James & Associates, Inc., Research Division(14 days ago)
Senior Client Service Associate (Raleigh, NC)
Raymond James & Associates, Inc., Research Division(19 days ago)