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© All Rights Reserved. ApplyBlast.com
LPL Financial
The Client Service Associate supports financial advisors and enhances the client experience by handling administrative tasks, managing client relationships, and providing operational support within the branch office. The role involves scheduling meetings, preparing documentation, processing account requests, and coordinating with custodians and financial institutions.
Headquarters
San Diego, California, United States
Company Size
5001-10000 employees
Founded
1989
A 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for LPL Financial.
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Dec 10, 2025
