Client Service Associate - Wantagh, NY
LPL Financial(4 days ago)
About this role
LPL Financial is seeking a Senior Client Service Associate to support financial advisors with administrative and operational tasks. The role involves client interaction, regulatory compliance, and collaboration with internal teams within an in-office environment in Wantagh, NY. It offers a pathway to deepen wealth management experience and work with multiple departments in a growing company.
Required Skills
- client Service
- Financial Products
- Account Management
- Regulatory Compliance
- CRM
- Financial Planning
- Wires
- Documentation
- Client Onboarding
- Team Collaboration
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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