Registered Client Service Associate - Annapolis
LPL Financial(9 days ago)
About this role
A Client Service Associate at LPL Financial provides administrative and operational support within a financial advisor's practice, focusing on client relationships, compliance, and supporting firm growth. The role involves a mix of client interaction, account management, and administrative tasks to enhance client service and adhere to industry standards.
Required Skills
- Client Service
- Account Management
- Financial Products
- Regulatory Compliance
- CRM
- Communication
- Organization
- Transaction Processing
- Financial Planning
- Support
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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