LPL Financial

Registered Client Service Associate - Paramus, NJ

LPL Financial

2 months ago
Paramus, NJ
Onsite
Full Time
Medior
0 applicants
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LPL Financial
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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.

Skills

Qualifications

Series 7Series 66Bachelor's Degree (Preferred)
LPL Financial

About LPL Financial

lpl.com

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.

About LPL Financial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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