Client Service Associate
LPL Financial(2 months ago)
About this role
The Client Service Associate at LPL Financial supports financial advisors and ensures an exceptional client experience through administrative tasks and client relationship management. This role requires strong organizational skills and the ability to handle multiple responsibilities in a professional manner, contributing to the overall success of the branch office.
Required Skills
- Client Relationship Management
- Administrative Support
- Microsoft Office Suite
- Organizational Skills
- Problem-Solving
Qualifications
- 2+ Years Experience in Financial Services
- Series 7 and 66
- Associate or Bachelor's Degree in Business, Accounting or Finance
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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