Client Service Associate
LPL Financial(2 months ago)
About this role
The Client Service Associate (CSA) at LPL Financial provides administrative support to financial advisors, assisting in daily operations and ensuring positive client outcomes. This role emphasizes attention to detail and excellent customer service in a collaborative, on-site environment in Lakeland, FL.
Required Skills
- Customer Service
- Administrative Support
- Client Management
- Microsoft Office
Qualifications
- 2+ Years Experience
- Satisfactory Completion of LPL Office Essentials or Equivalent
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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