Client Service Associate - Steamboat Springs, CO
LPL Financial(1 month ago)
About this role
As a Client Service Associate at LPL Financial, you will provide comprehensive administrative and operational support to enhance client relationships and ensure compliance with industry regulations. This role is crucial for supporting the firm’s growth initiatives while working closely with financial advisors to assist clients in achieving their financial goals.
Required Skills
- Client Service
- Financial Products
- Compliance
- Organizational Skills
- Communication
Qualifications
- 2+ Years Financial Industry Experience
- 2+ Years Client Service Experience
- 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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