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Registered Client Service Associate at LPL Financial - ApplyBlast

Registered Client Service Associate

LPL Financial

28 days ago

3.5 on Glassdoor

Newport Beach, California, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Registered Client Service Associate provides comprehensive administrative and operational support within a financial advisor's practice, focusing on enhancing the client experience and ensuring seamless account management. This role serves as the primary point of contact for clients, handling inquiries, onboarding, and account maintenance while upholding compliance standards. The position requires strong organizational skills and the ability to thrive in a fast-paced, team-oriented environment.

Responsibilities

Serve as primary point of contact for clients and resolve account inquiries
Support client onboarding and facilitate compliant account setup
Prepare and process account documentation and monitor account activity

Skills

Qualifications

Series 7Series 66Series 63Series 65

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

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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.