Client Service Associate

LPL Financial

Client Service Associate providing administrative support to advisors at LPL Financial. Responsible for client inquiries, account management, and enhancing client experiences in wealth management.

Posted 7/29/2026full-timeRemote • California, Idaho, Oregon, Texas, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $26 - $43 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and operational account activities within the wealth management industry, ensuring timely service delivery and effective communication with clients and internal teams.

Highest-signal resume keywords

Wealth Management ExperienceClient Relationship ManagementMicrosoft Word ProficiencyMicrosoft Excel ProficiencyCRM Application Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Account ManagementCash ManagementClient DocumentationTrade ExecutionOperational Activities

Soft Skills

CommunicationClient EducationProactive OutreachCollaboration

Tools & Technologies

ESignaturePaperless StatementsAccount View

Industry Keywords

Client Facing RoleFinancial Advisor SupportNew Business DocumentationRMDs

About the role

Key responsibilities & impact

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).
Keep client management systems up to date with client information.
Assist with various documentation requirements for new business.
Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs).
May assist in executing trades for clients as needed to support the Financial Advisor

Requirements

What you’ll need

3+ years of experience in the wealth management industry
3+ years of prior ADMIN to an ADVISOR experience in a client facing role
3+ years of experience in Microsoft Word and Excel; CRM applications

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off