Front Desk Client Service Associate
LPL Financial(1 month ago)
About this role
A Front Desk Client Service Associate at LPL Financial supports the financial advisor practice by helping ensure smooth office operations and a positive client experience. The role operates within LPL’s wealth management environment, contributing to the firm’s service and compliance standards while enabling advisors to focus on client guidance. It is positioned as an in-branch support role that interfaces with clients, visitors, and internal teams.
Required Skills
- CRM
- Client Service
- Scheduling
- Data Entry
- Event Coordination
- Office Management
- Communication
- Proofreading
- Inventory Management
- Problem Solving
Qualifications
- Associate Degree
- 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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