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Sr. Client Service Associate - Suwanee,GA at LPL Financial - ApplyBlast

Sr. Client Service Associate - Suwanee,GA

LPL Financial

4 months ago

3.5 on Glassdoor

Suwanee, GA

Onsite

Full Time

Junior

0 applicants

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About this role

The Registered Client Service Associate provides essential administrative support to financial advisors, managing client schedules, documentation, and account activities to ensure seamless practice operations. This role involves direct client engagement through inbound calls, proactive outreach, and educating clients on account services and digital tools within a fast-paced wealth management environment.

Responsibilities

Manage inbound client calls and schedule advisor appointments
Maintain client management systems with up-to-date information
Execute account operational tasks such as transfers and distributions
Educate clients on new technologies and account capabilities
Assist advisors in strategizing opportunities to meet client needs

Skills

Qualifications

Bachelor's degree in Business, Accounting, or FinanceSeries 7 licenseSeries 66 license2+ years of experience in financial servicesSeries 63 or Series 65 license

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.