ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Registered Client Service Associate at LPL Financial - ApplyBlast

Registered Client Service Associate

LPL Financial

8 days ago

3.5 on Glassdoor

Lakeland, Florida, United States

Onsite

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Registered Client Service Associate provides comprehensive administrative support to financial advisors, managing daily, monthly, and annual tasks to maintain client practices and deliver positive results. This role involves handling client communications, updating management systems, and conducting proactive outreach to ensure timely service delivery. The position requires strong attention to detail, excellent customer service skills, and the ability to independently conduct client meetings.

Responsibilities

Provide administrative support to advisors and manage daily client operations
Conduct proactive outreach and educate clients on account services and technology
Assist in executing trades and maintain client management systems up to date

Skills

Qualifications

Series 7 licenseSeries 66

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.