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Sr. Client Service Associate at LPL Financial - ApplyBlast

Sr. Client Service Associate

LPL Financial

3 days ago

3.5 on Glassdoor

Rockville, Maryland, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Registered Client Service Associate provides comprehensive administrative and operational support within a financial advisor's practice, focusing on enhancing client relationships and ensuring regulatory compliance. This role involves serving as the primary client contact, processing transactions, and supporting business growth through engagement and marketing initiatives. The position requires strong organizational skills, exceptional client service abilities, and a thorough understanding of financial products and services.

Responsibilities

Serve as primary point of contact for clients providing exceptional service and timely issue resolution
Support account maintenance money movement requests onboarding and client documentation ensuring regulatory compliance
Partner with advisors to prepare financial plans client meeting materials and deliver ongoing client support

Skills

Qualifications

Series 7Series 66

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.