Registered Client Service Associate - Paramus, NJ
LPL Financial(26 days ago)
About this role
The Registered Client Service Associate provides administrative and operational support to a Financial Advisor or advisory team, helping maintain the practice and deliver positive client outcomes. The role supports client interactions, documentation, account setup and maintenance, and uses firm digital tools to assist clients and advisors. It contributes to timely service by coordinating with internal teams and occasionally assisting with trade execution.
Required Skills
- Customer Service
- Client Onboarding
- Account Operations
- Scheduling
- CRM
- Excel
- Communication
- Organization
- Detail Oriented
- Problem Solving
+1 more
Qualifications
- Series 7
- Series 66
- Bachelor's Degree (Preferred)
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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