Client Service Associate
LPL Financial(2 months ago)
About this role
As a Senior Client Service Associate at LPL Financial, you will provide comprehensive administrative and operational support to financial advisors, enhancing client relationships and ensuring compliance with industry regulations. This role is pivotal in supporting the firm's growth initiatives while utilizing strong organizational skills and client service abilities.
Required Skills
- Client Service
- Organizational Skills
- Financial Products
- Compliance
- Administrative Support
Qualifications
- 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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