Client Service Associate
LPL Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • Colorado, New Mexico, Oregon, Washington, Wyoming • 🇺🇸 United States
Visit company websiteSalary
💰 $23 - $38 per hour
Job Level
JuniorMid-Level
About the role
- Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met.
- Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.
- Partners with Financial Advisor to strategize on opportunities to meet the needs of clients.
- Inbound client calls, schedule appointments, and prepare materials for client meetings.
- Manage account activities that are operational in nature –new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
Requirements
- 3+ years of prior Customer Service experience in financial services required.
- Proficiency in Microsoft Word and Excel; CRM applications
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off (up to 16 days)
- eleven paid holidays
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer servicecash managementaccount maintenanceeSignatureCRM applicationsMicrosoft WordMicrosoft Excel
Soft skills
communicationclient educationstrategic partnershiporganizational skills