Client Service Associate - Ogden, UT
LPL Financial(1 month ago)
About this role
The Registered Client Service Associate (CSA) at LPL Financial provides essential administrative support to financial advisors, ensuring efficient management of client accounts and positive experiences for clients. The role requires strong attention to detail, excellent communication skills, and the capacity to thrive in a dynamic work environment.
Required Skills
- Customer Service
- Administrative Support
- Account Management
- Communication
Qualifications
- Bachelor's Degree
- Series 66 or 63/65
- 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.
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