Client Service Associate
LPL Financial(13 days ago)
About this role
A Client Service Associate at LPL Financial provides administrative and operational support to financial advisors, enhances client experience, manages accounts, and supports compliance and regulatory requirements. The role involves direct client interactions, account management, and assistance in team projects, contributing to operational efficiency and client satisfaction.
Required Skills
- Customer Service
- Account Management
- CRM
- Financial Products
- Communication
- Organizational Skills
- Compliance
- Microsoft Office
- Client Relations
- Financial Regulations
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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