Client Service Associate

LPL Financial

Client Service Associate supporting advisors and clients at LPL Financial, a U.S. wealth management firm.

Posted 8/5/2026full-timeRemote • California • 🇺🇸 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 strong client service orientation and exceptional communication skills, with the ability to manage multiple priorities in fast-paced environments. Proficient in maintaining client information and supporting operational activities while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Customer Service ExperienceMicrosoft Office Suite ProficiencyCRM Systems ManagementOrganizational SkillsAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Information ManagementAccount MaintenanceDocumentation PreparationOperational SupportRegulatory Compliance

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsAttention to DetailAdaptability

Certifications & Qualifications

Associate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesAdministrative SupportClient CommunicationBranch OperationsClient Appreciation Events

About the role

Key responsibilities & impact

Serve as the first point of contact for clients via phone, email, and in person
Schedule and confirm client meetings, prepare documentation, and assist with follow-up tasks
Manage inquiries about account maintenance, statements, and online access
Process beneficiary updates, address changes, RMDs, and account transfers accurately and promptly
Maintain client information in CRM and other management systems
Coordinate and prepare advisor meeting materials in compliance with regulatory requirements
Assist with new business, account openings, and account maintenance documentation
Monitor and complete branch operational activities, including audits, compliance requests, and internal reporting
Support marketing, client appreciation events, and client communication initiatives
Draft correspondence, presentations, and internal and external communications
Provide administrative and operational support to advisors and clients in the Employee Model

Requirements

What you’ll need

2+ years of experience delivering exceptional customer service
Strong verbal and written communication skills; ability to explain complex information clearly
2+ years of experience managing multiple priorities and projects in fast-paced environments
Strong organizational skills, attention to detail, professionalism, discretion, and sound judgment
2+ years of experience using Microsoft Office Suite and CRM systems
Ability to work independently and collaboratively with clients, advisors, and cross-functional teams
Client service orientation and commitment to exceeding expectations
Analytical and problem-solving skills; ability to research information effectively
Strong interpersonal skills and ability to build and maintain relationships
Initiative, drive, and adaptability in a changing environment
Ability to handle sensitive information with integrity and confidentiality
Associate’s or Bachelor’s degree, preferably in Business, Accounting, or Finance
1–2 years of experience in financial services, administrative support, or a related role preferred
Experience working directly with financial advisors, branch staff, or home office support teams preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Collaborative environment
Freedom to make an impact
Benefits designed to support success at work, at home, and at play