LPL Financial

Client Service Associate - Chesterfield, MO

LPL Financial

3 months ago
Chesterfield, MO
Onsite
Full Time
Junior
0 applicants
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LPL Financial
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About this role

As a Client Service Associate at LPL Financial, you will provide essential administrative and operational support within a financial advisor's practice, focusing on enhancing client relationships and ensuring compliance with industry regulations. This role is pivotal in supporting the firm's growth initiatives and requires strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.

Skills

Qualifications

SIE CertificationActive Series 7Bachelor’s degree in financebusiness or accounting
LPL Financial

About LPL Financial

lpl.com

A 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.

About LPL Financial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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