Client Service Associate - Wantagh, NY
LPL Financial(5 days ago)
About this role
This position involves providing administrative and operational support to financial advisors, focusing on enhancing client relationships, ensuring compliance, and supporting the growth of the practice. It is an in-office role located in Wantagh, NY, suited for candidates with experience in wealth management and client service.
Required Skills
- client Service
- Financial Products
- Account Management
- Regulatory Compliance
- CRM
- Documentation
- Financial Planning
- Account Monitoring
- Wealth Management
- Customer Support
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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