LPL Financial

Client Service Associate

LPL Financial

full-time

Posted on:

Location Type: Office

Location: Bridgewater • New Jersey • United States

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Salary

💰 $24 - $39 per hour

About the role

  • Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms.
  • Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution.
  • Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work.
  • Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption.
  • Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports.

Requirements

  • 1+ years of financial industry experience, preferably in wealth management
  • 1+ years of experience in client service industry
  • Desire to obtain industry licenses (i.e. SIE, Series 7 and 66)
  • Strong attention to detail and organizational skills
  • Effective oral and written communication; able to explain complex information clearly and simply
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
  • Time management skills with the ability to handle multiple projects and deadlines
  • Possess strong analytical and problem-solving skills
  • Self-motivated, driven and takes initiative
  • Experience with the Microsoft program suite (Outlook, Word, Excel)
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial industry experienceclient service experienceanalytical skillsproblem-solving skillsattention to detailorganizational skillstime management
Soft skills
effective communicationinterpersonal skillsrelationship buildingself-motivatedinitiative
Certifications
SIESeries 7Series 66