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Registered Client Service Associate at LPL Financial - ApplyBlast

Registered Client Service Associate

LPL Financial

3 months ago

3.5 on Glassdoor

Newport Beach, CA

Onsite

Full Time

Senior

0 applicants

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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 focuses on enhancing the client experience through seamless account management, compliance adherence, and assistance with life insurance and annuity products. You will serve as the primary point of contact for clients while coordinating with internal teams and external service providers to resolve operational issues.

Responsibilities

Serve as the primary point of contact for client inquiries and account services
Support onboarding of new clients by collecting documentation and facilitating compliant account setup
Prepare and process account opening, maintenance, and transfer documentation
Monitor and manage client account activity including contributions, distributions, and trading support
Coordinate with custodians and internal teams to fulfill client requests and resolve operational issues

Skills

Qualifications

Series 7 LicenseSeries 66 LicenseBachelor's degree in Finance, Business, or Accounting

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

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.