Client Service Associate
LPL Financial(2 months ago)
About this role
The Client Service Associate at LPL Financial plays a vital role in supporting financial advisors while ensuring an exceptional client experience. This position focuses on administrative tasks, client relationship management, and operational support within the branch office, requiring a highly organized and detail-oriented individual.
Required Skills
- Client Relationship Management
- Microsoft Office Suite
- Administrative Support
Qualifications
- Series 7
- Series 66
- Associate or Bachelor’s Degree
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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