LPL Financial

Client Service Associate

LPL Financial

full-time

Posted on:

Location Type: Office

Location: Williston • Vermont • United States

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Salary

💰 $24 - $39 per hour

About the role

  • Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolutions
  • Handle client questions on account activity, policies, and documentation
  • Submit and process account activities such as new accounts, transfers, maintenance, and trade orders
  • Proactively reach out on time-sensitive items like RMDs, distributions, and tax forms
  • Research and resolve complex issues while coordinating with internal departments
  • Maintain accurate client information in CRM and support administrative needs (scheduling, meeting prep)

Requirements

  • 1-3 years of financial industry experience, preferably in wealth management
  • Strong background in client service with excellent communication skills
  • Ability to go in office M-F in our Williston, Vermont office
  • 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 & Tools
account managementclient inquiries resolutionaccount activity processingtrade order processingissue resolutionCRM maintenance
Soft Skills
communicationclient serviceproblem-solvingownershiporganizational skills