Registered Client Service Associate
LPL Financial(2 months ago)
About this role
As a Registered Client Service Associate at LPL Financial, you will provide comprehensive administrative and operational support within a financial advisor's practice. This role is essential for enhancing the client experience, ensuring seamless account management, and maintaining compliance standards. The position offers the opportunity to make an impact in a collaborative environment while helping clients achieve their financial goals.
Required Skills
- Client Support
- Account Management
- Compliance Monitoring
Qualifications
- Active Series 7 or Series 66
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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